Call Us Toll Free: (877) 523-7411
Legacy Certification Process
Planner Participation Requirements and the Legacy Certification Process
Legacy by Design may form a Strategic Alliance with financial planning firms in order to offer comprehensive succession planning to the agricultural community.
The Certification Process
A financial planner must be selected and meet certain criteria in order to participate in this Alliance and become a Legacy Certified AdvisorTM. The criteria for certification includes:
- Advanced designation, to include but not limited to CFP®, ChFC®, CLU, CPA, JD.
- A minimum of 10 years experience in the financial services industry.
- Understanding of and appreciation for the rural lifestyle.
- Appropriately licensed/registered for financial planning, accounting and/or law.
- Participate in Legacy by Design’s Certified Advisor Program, attend regular conference calls, and contribute in advisor study sessions.
- Maintain a high level of client satisfaction.
- Follow Legacy by Design’s Comprehensive Succession Solution.
- Act in a professional manner with uncompromising integrity.
Levitra is a drug that has been recommended for the treatment of erectile dysfunction. In fact, it has been in the market for quite a long period of time now. Whenever you are shopping for the drug, it is very important to note that not all the drug stores can offer quality products. There are various kinds of Order Levitra online drugs in the market, thus, you should take time to find the right one for you.