2 Minute Marketing Video
User Guide
The MLW User Guide provides; Instructions on general site navigation; Describes features such as Co-Owner and Authorized Users; Provides section by section illustrations; Instructions on uploading documents, name and email address changes and more.
Click Here to Download the User Guide>>
Client Information Sheet
This editable form provides your clients directions on how to access their Legacy Vault™. Links to the login URL; provides the temporary login credentials you created on their behalf; and instructions on changing their password and other important features they should consider enabling. You were provided a customized version of this form during your Onboarding session.
Click Here to Download the most recent Client Information Sheet>>
MLW Procedure Checklist (Job Aide)
Editable to fit your process, download this checklist to help ensure the easy to implement steps are complete!
Click here to Download the Checklist/Job Aide>>
Security FAQ
This document provides an easy to read summary of the security measures and protocols utilized by MLW.
Click Here to Download the Security FAQ>>
MLW Security Protocols
Click Here to Download Our Full Security Detail>>
Sample Website Content
Sample headlines, impactful key phrases, benefits and features of the Legacy Vault™ , security highlights, additional information and imagery; all aimed at assisting you in the development of your website, email or newsletter communications.
Downloadable Images:
(Click on images to download)
Stacked Logo
Horizontal Logo
Home Page Devices
Client One-Pager
This Adobe editable Flyer provides your clients with a simple one-page explainer of the Legacy Vault™. You were provided a customized version of this form during your Onboarding session.
Short Form – Getting Started Guide
Brochure
Add your contact information and print this simple, but informative brochure.
Advisor Brochure
Additional Material
“Click Here When I Die”
Jon’s best-selling book is available for purchase for seminars, client welcome baskets/kits etc.
Contact our office for reduced/bulk pricing.