The LGen platform is the engine that integrates all the services required to deliver a wealth protection plan in an efficient and cost-effective manner.
The platform is designed to provide your business with seamless integration of your core services together with wealth protection strategies. Our platform will facilitate the creation of a robust and consumer-centric wealth protection plan in an efficient manner.
Given the scale of our workflow integration with affiliate partners and the LGen professional network, you will have direct access to valuable connections who will provide your client with a wealth preservation plan without the effort of your own business having to coordinate this complex and often time-consuming process.
Facilitating the Estate Planning process is key to the LGen Way.
Creating even a basic Estate Plan, never mind a comprehensive Estate Plan, is a process that requires many complex discussions.
This could include the collection and sharing of documents and ancillary service requirements in addition to the overall advice process. It is a detailed process that requires both your core services and the LGen workflow Platform to facilitate and track the Estate Planning process at every step.
The LGen Support Team is here to assist you at every step of the Estate Planning, Facilitation and Creation process.
You will be assigned to a dedicated support person who will be available to assist you personally with the creation and facilitation of your client's Estate Plan.
Our team can answer almost all of your questions to make our clients experience even better.
Once you have decided to start offering estate planning the LGen Way, we require you to signup to a subscription. Please contact us and we will organise the required forms.
The 3 services are offered as a suite. Currently a subscription model of AU$200 per month which is paid annually, prior to onboarding and set up on the LGen Platform.
During the onboarding we provide training on:
The LGen team is pleased to announce that we will be investing in several corporate projects in Q1 2021 focused on areas of significant market need for an integrated approach to wealth protection and estate planning. These projects will benefit all corporate clients who sign on to the platform by linking clients with your business who are ready to take the next step in wealth protection and estate planning.
Key areas of focus for 2021 will be: