About The Event
“Your legacy shouldn’t end with you. Discover estate planning secrets, tax loopholes, and how to set up trusts that keep your family wealthy long after you’re gone. No jargon—just straight talk from top wealth advisors.”
Legacy Builders: “Pass It On: How to Protect Your Wealth for Generations”
Presented by: ISBF Institute & Financial Power Institute
Website: https://Isbfinstitute.com
Email: info@finanpower.com • Phone: (678) 921‑2121
Format: Live or Virtual • Available in English, French, Spanish, and more
Tuition: $149 per person (includes workbook, tools, certificate)
WHY THIS TRAINING IS CRITICAL
- Over 40% of American families would be unable to cover living expenses after the loss of a primary income-earner.
- 2 out of 3 parents Don’t Have Enough Life Insurance According to a 2023 LIMRA Study.
- Life insurance is still the most cost-effective way to secure children’s future, pay debts, and ensure legacy.
- When overlooked, it becomes an inheritance expense instead of a family protection asset.
This seminar addresses a vital but neglected financial protection need for families and legacy builders.
EVENT OVERVIEW
This two-day event guides participants through all aspects of personal life insurance planning—from understanding policy types to implementation and maintenance. Combining financial strategy, family legacy visioning, and expert coaching, attendees will leave equipped to select, purchase, and monitor the right policy for their circumstances.
BENEFITS OF ATTENDING
- Learn how life insurance supports living needs—mortgages, college, business protection
- Understand policy types: term, whole, universal, indexed, and variable life
- Analyze real-life scenarios: protection, legacy, wealth transfer
- Know how to qualify, compare providers, and reduce costs
- Gain tools to review every 2–5 years to keep policies aligned
- Build a custom insurance plan for your family or business
WHO SHOULD ATTEND
- Parents and family planners
- Entrepreneurs and small-business owners
- Caregivers and income earners
- Married couples building wealth
- Business succession planners
- Professionals seeking to fill gaps in financial education
LEARNING OUTCOMES
Participants will be able to:
- Explain the purpose of life insurance in financial and legacy planning
- Select the right type of policy based on age, need, and budget
- Build a shopping strategy to compare coverage, costs, and riders
- Understand medical underwriting, contestability, and beneficiary controls
- Implement a policy review system that avoids coverage gaps
PREREQUISITES
- Bring current insurance or financial documents (if available)
- Basic familiarity with monthly budget and debts
- An open heart and diligence to protect family
PARTICIPANT GUIDE
Participants receive:
- Insurance Planning Workbook: policy needs, quotes, timeline, and next steps
- Comparison Checklist for quotes, riders, agents
- Legacy Vision Document template
- Beneficiary & claim readiness folder
- Annual review calendar and policy nominee log
- Certificate of Completion
GUEST SPEAKERS & COACHES
- Coach Fidele “Greb” Grebele – Legacy & Financial Strategist
- Agnes Grebele – Insurance Specialist, Co-founder ISBF Institute
- Laura Jenkins – Licensed Life Insurance Advisor
- Michael Ortiz – Business Succession Attorney
- Dr. Emma Lewis – Estate Planning & Legacy Writing Coach
PROGRAM SCHEDULE
DAY 1 – UNDERSTAND & PLAN YOUR COVERAGE
9:00–9:30 AM — Welcome, Introductions & Family Protection Review
9:30–11:00 AM — Module 1: Purpose of Life Insurance
- Protection vs. Wealth vs. Legacy
- Household scenarios and coverage gaps
11:00–12:30 PM — Module 2: Types of Policy & Rider Options
- Term, Whole, Universal, Indexed, Variable
- Riders: waiver, LTC, accelerated death benefit
12:30–1:30 PM — Lunch + Case Studies & Small Group Feedback
1:30–3:00 PM — Module 3: How Much Cover is Enough?
- Income replacement math, debt, college, estate, business needs
- Interactive “Cover Calculator”
3:00–4:30 PM — Workshop: Build Your Insurance Plan
- Choose policy type, face amount, term length, riders
- Complete personalized “Protection Plan Worksheet”
DAY 2 – BUY SMART & MAINTAIN CONFIDENCE
9:00–9:30 AM — Warm-Up & Recap of Day 1 Learnings
9:30–11:00 AM — Module 4: Shopping, Underwriting & Costs
- Comparing quotes, checking provider stability, hidden fees
- Navigating underwriting & health disclosures
11:00–12:30 PM — Module 5: Business & Estate Planning Considerations
- Key-person, Buy-sell agreements, Buy-Out Trusts
- Estate liquidity and tax considerations
12:30–1:30 PM — Lunch + Live Q&A with Agent & Attorney
1:30–3:00 PM — Module 6: Policy Management & Review Systems
- Annual review triggers (life change, jobs, debts)
- Document safety, beneficiary controls, claim readiness
3:00–4:30 PM — Capstone Workshop: 12-Month Implementation Plan
- Build your own policy acquisition, comparison, review calendar
- Final Q&A, certificate ceremony
FOLLOW-UP SOLUTION: MONTHLY LEGACY INSURANCE REVIEW
All graduates receive:
- 6-Month Coaching & Review System
- Quarterly group insurance Q&A
- Annual “Policy Check-Up Kit”
- Agent introductions and discount reviews
- Online community and coaching portal
REGISTRATION INFORMATION
- Tuition: $149 per person
- Group Rate: $125 per person (5+ attendees)
- Venue: 2070 Sugarloaf Parkway, Suite 600, Lawrenceville, GA 30045
- Register: https://Isbfinstitute.com
- Email: info@finanpower.com
- Phone: (678) 921‑2121
When registering, please include your family size and current policy status.
Our Speakers
