Thrive Advisers

Celebrating 32 Years Some people want to do business face-to-face with a local attorney and some people do not. Doing business face-to-face with a local attorney may not be the best choice for a Living Trust. Here's four reasons why:... 1. It's not uncommon to pay a local attorney $500 - $1000 for a simple update. The Heritage Living Trust includes free lifetime changes. 2. An Agent met with a client who told her that each year her local attorney schedules and charges hundreds her of dollars for a annual review, and the fee does not include any updates or changes. The Heritage Living Trust fee includes lifetime support and changes. 3. Heritage gets a ton of calls each year from people who cannot find the local attorney that created their trust and need to make changes. Heritage support is just a phone call or email away for Heritage clients. 4. Heritage has been preparing Living Trusts nationally since 1989 and has an A+ BBB rating with zero complaints. Educate your clients so they can make the decision that is best for them. Thank you for your continued support and business! https://heritagelivingtrust.com/thriveadvisors HLT Basics Preparing Trusts nationally for 32 years A+ BBB rating with zero complaints Free Lifetime Changes Free Lifetime Support Comprehensive Trusts There is a short video on the https://heritagelivingtrust.com/thriveadvisors There is a 9 minute toll-free presentation your prospects can listen to in English or en Espanol - (866) 927-8552 You can buy a HLT in every state except Louisiana We accept checks, VISA, MasterCard, Discover, American Express, PayPal and a PayPal $0 Down, No Interest, Payment Plan on approved credit Need Help? Have Questions? Call or email Heritage. Heritage contact information is found on the left-hand side of this newsletter. 60% of Americans do not have an Estate Plan According to a new survey from Caring.com, only 4 in 10 American adults have a will or living trust. Here's the percentages by age groups that do not have an Estate Plan: 78% of millennials (ages 18-36) 64% of Generation Xers (ages 37-52) 42% of boomers (ages 53-71) 19% of those age 72 or older All the best Sal

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