ESTATE PLANNING MEMBER CONSULTANT:

Compassion. Purpose. Impact.
Are you a compassionate, experienced sales professional seeking a career that goes beyond commissions? Do you want to make a meaningful difference in the lives of families—while also enjoying exceptional earning potential and a flexible schedule?
If so, this is the opportunity you’ve been waiting for.

ABOUT US:

With 42+ years of experience, we are a trusted Estate Planning Service Provider serving the 55+ community. Our one-of-a-kind lifetime membership program provides:

• Direct access to qualified estate planning attorneys
• Fully personalized plans tailored to each member
• A concierge-style support program for ongoing guidance and peace of mind

Our mission is straightforward yet profound: help families protect their future, their assets, and their loved ones.

• Educate & inspire clients on the life-changing benefits of estate planning
• Deliver engaging, in-home presentations with confidence, care, and empathy
• Guide potential members through our comprehensive membership benefits
• Build trust, listen deeply, and ensure clients feel heard, valued, and supported