My Portfolio

<<<Back to Project Resources OVERVIEW The documents listed below are valuable for many uses. Click on each link to vew the documents so you know what is available at your fingertips. More will be aded so check back often. Life Lessons Survey Great marketing tool Sign Up Sheet Use this to...

<<<Back to Project Resources OVERVIEW You'll also find most of this collateral material in the related sections of Project Resources. We built this download page so you can find them here as a combined collection which may be easier to locate. BROCHURES, FLYERS AND HANDOUTS Living Legacy Project Handout Legacy Matters...

<<<Back to Project Resources You must complete the Certified Legacy Advisor Training Course before you can qualify for this program. Lesson- 1  Lesson- 2 Lesson- 3 Lesson- 4 We have added a Legacy Matters Program for independent living communities for when the Welcome Program does not apply. Download the Powerpoint Presentation...

<<<Back to Project Resources OVERVIEW The information below provides everything you need to offer the Legacy Matters Pre-need Program to funeral homes and/or mortuaries. Keep in mind that both of these industries account for approximately half of their sales by selling pre-need services. Many of their customers make pre-arrangements as part...

<<<Back to Project Resources When you help spread the word about the Living Legacy Project and help sell Archive Vaults and I-ASK Memberships we are able to grow the organization. An additional upside is that you can also earn income in the process and take advantage of new opportunities to grow...

Back to Project Resources PROMOTING YOUR BUSINESS PROSPECTING-  Presented by Dhyan Atkinson 5 Essential Skills to Find Clients- Part 1 5 Essential Skills to Find Clients- Part 2 WORKSHEETS Networking Worksheet Group Search Worksheet Existing Customers Worksheet Trade Show Booth Tips SOCIAL MEDIA Set up and promote on Twitter and Facebook...

<<<Back to Project Resources   RECENT PRESS RELEASES LegacyStories.org Releases Legacy Builder Tool Chest to Make Legacy Planning Easy for Everyone New Course Trains Hospice Volunteers How to Record Patient Photo Stories Legacy Stories Launches Welcome and Assimilation Program for Assisted Living Residents Legacy Stories Launches the FamilySearch Tree Connect Feature...

<<Back to Project Resources These logos are intended for I-ASK member use only and only visible to you. After clicking on the link, right click to save image. Living Legacy Project I-ASK (without title) Legacy Stories Legacy Stories   (Transparent) I-ASK (with title) I-ASK (horizontal) Legacy Matters  Legacy Talks    ...

<<<Back to Project Resource DISCOUNT COUPONS Check here for the most recent discount codes and offers. Special Note: We have had issues with upgrades using this supscription software. If the person you are helping to upgrade has issues please ask them first to do the following: In their profile, click on...

<<<Back to Project Resources   Webinars are conducted the 1st and 3rd Mondays for purposes of marketing, program development, instructions, and opportunities. Do whatever you can to attend as the recorded webinars do not normally include the Q&A portion. The link to the webinar room:  https://www.anymeeting.com/116-552-374   Webinars are also conducted...

Download the Powerpoint presentation to follow along with the audio recording of the webinar.  indliving1.ppt