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3 contributions to The RELAX™ Estate
Sep 23 •
Start Here!
✨ Welcome to The Relax Estate! ✨ We’re excited to have you join our community. To get the best experience, we recommend starting with the Introduction video. Once you’ve watched it, come back here and share your story! 👉 Introduce yourself: Tell us a little about who you are. 👉 Share your testimonial: - Why did you join The Relax Estate? - How do you see yourself growing your business with us? We can’t wait to hear from you and grow together! 🌱
1 like • Sep 29
@D Spears You can start unlocking the other modules here
0 likes • 2d
Hi @Gary Dannar, MRFC , we only allowed to make everyone comment to the threads to make the community organized. Thank you for your understanding.
Oct 22 •
Congratulations to Wealthy Way Financial
On securing multiple Trust Package purchases! Your commitment to structure, protection, and legacy planning sets a strong standard. Here’s to streamlined compliance, asset security, and long-term growth.
3 likes • Oct 22
@Aline Yap We’re definitely happy to assist! If you’d like to start marketing to your clients or community, you can begin by sending an email to your clients that includes informational videos or PDF resources about what a trust is and its benefits. You can also run ads or share educational videos about trusts on your social media pages to build awareness. You can use the generic, informational videos we have in our youtube channel: https://www.youtube.com/@SmartLegacyPlans Or if you’d like us to create a personalized video for your marketing or to share directly with your clients, you can submit a request here: https://smartlegacyplans.com/video-request-form Additionally, attached as well are some training materials and resource to help you learn more about how to effectively offer trust services. Hope this helps! We’re here to support you every step of the way. We are also encouraging you to join our coaching calls. Feel free to check our Calendar. You can get some insights, and you can also ask some questions.
1 like • Sep 30
@Fred Bowden Glad to see that! keep it up. You can now watch the other modules inside the Classroom
0 likes • Oct 1
Hi @Frederick Perkins. You need to start engaging in the threads to get to level 2.
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