What is the greatest success you’ve had since joining LWP?
I have had the honor of assisting a Vietnam Veteran and his family in the design and implementation of an asset protection plan that protected and preserved approximately 420 acres of land, 60 head of cattle, oil and gas production as well as a headright. It was gratifying to devise a plan that met the client’s wishes and also enabled the veteran to qualify for VA Pension Benefits. I would not have had the confidence or the skill to competently assist this family without the training and software provided by LWP.
What is your favorite tool?
So far, the LWPCCS templates. In addition, I have implemented the Risk Analysis Interview and have been able to use the Risk Analysis Letter and Funding Map to provide clients with a visualization of how to accomplish their stated goals of protecting most of their assets while positioning themselves for qualification for long term care assistance by means of either VA Pension Benefits or Medicaid. Further, the training videos for the various marketing workshops are helpful in the development of my marketing efforts.
How has being part of LWP impacted your team and your practice?
Evidently, I must be the “other one per cent”, since I have no team. However, the support I have received with respect to legal technical and marketing issues has been extraordinary. I am also grateful for the encouragement I have received to get out of my comfort zone and to actively engage in marketing to my surrounding communities.
Share something about yourself that most people don’t know about you?
I am blessed with two (2) great kids. My daughter, Marlowe, is an actor in New York. My son, Taylor, is an audio performance engineer and works for Clair Global.
What is your favorite book and how did it impact your life?
A friend gave me a copy of “Purpose Driven Life” by Rick Warren at a particularly difficult point in my life. The book provided me with clarity and a path forward when I really needed it.
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