GOOD MOVE.
LET’S PUT IT TO WORK.

Reposition — Old Money Playbook

Your old account inventory, rollover comparison, and retirement income worksheets are ready.

DO THIS FIRST

Save the file. Open the first worksheet. Spend 15 minutes filling in what you already know. Leave blanks where you need help.

AFTER THE WORKSHEET

Identify the help you need. Then talk with Mark and his team.

Choose the path your answers point to: revocable living trust and estate-plan setup, life insurance and cash-value design, or retirement-income options. Mark personally helps families with life insurance, and Mark and his team can help complete revocable living trusts and estate plans. Support is available in all 50 states through appropriately licensed or authorized professionals.

Request my buyer implementation review ↗

Please complete the relevant playbook worksheet before requesting a review. Recommendations and services depend on your needs, state, eligibility, and the professionals involved.

Keep this page open until your download finishes. Your purchase is for personal use. Please do not share or resell the files.

Return to the Family Wealth Blueprint →

GOOD MOVE.LET’S PUT IT TO WORK.

Reposition — Old Money Playbook

Identify the help you need. Then talk with Mark and his team.

GOOD MOVE.
LET’S PUT IT TO WORK.