Legacy Succession – The Family Meeting

An unlimited referral source.

The Family Meeting is THE #1 strategy that Top Advisor Jim Silbernagel attributes the majority of his success. Jim’s personal practice is located in the small town of Kewaskum, WI, and he’s been a consistent MDRT Top of the Table producer since 2000. Conduct Family Meetings to turn your business into a multi-generational referral machine!

The Benefits of The Family Meeting


  • It’s the right thing to do

  • Creates peace of mind within the family

  • Increases value of the business

  • Built-in referral source

  • Clients will self-screen

  • Creates planning opportunities



Resources to help you conduct a successful Family Meeting.

The Family Meeting – Power Session Advisor webinar
How to schedule, conduct, follow up & generate unlimited referrals. (Free for Premier Members – log in.)


The Family Meeting – PowerPoint Slides
Flip through a PDF of  the Family Meeting presentation.


The entire Red Book: Estate & Personal Data Booklet
Premier Members: Download for free! Log in, scroll to “Helpful Resources.”


Red Book excerpt: 25 Suggested Topics to Discuss with your Health Care Agent
Start meaningful conversations with your clients.


The Real Wealth® Marketing Program
The turnkey, compliance-approved, automatic drip marketing system.

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“The Money Talk” Conversation Cards
by KBK Wealth Connection

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The “Grab & Go Binder”
by CareRight Solutions

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The Family Estate Organizer
by Clarity2Prosperity

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