Partner  Resources: Video Library / Co-Brandable Forms / Support Material

 Video Library

How to Set Up Your Client Accounts

This quick video walks through how to create a clients account.

To review or download written instructions  <<Click Here>>


Completing Your Clients Site

This video illustrates entering your firms contact information and uploading documents.


Oops! I Forgot To Include My Firms Offer Code!

If you forgot to enter your firms offer code when creating the clients account, this video will show you where to go to enter it.  You’ll want to do this as soon as possible to avoid your client receiving our auto-generated Free Trial email communications.


 2 Minute Marketing Video

Click Here to Download this 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>>

 

 

 

snip of updated website contentSample 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.

Click Here to Download>>

 

 

Downloadable Images:

(Click on images to download)

 

MLW LogoStacked Logo

 

 

 

Horizontal Logo

 

 

Home page devicesHome Page Devices

 

 

 

Co-Brandable Forms

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.

Click Here to Download>>

Short Form – Getting Started Guide

Click Here to Download>>

Brochure

Add your contact information and print this simple, but informative brochure.

Click Here to Download>>

 

 

 

 

Advisor brochureAdvisor Brochure

5 1/2 x 8 1/2 Brochure.  Printed versions available.

Click Here to View 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.

 

 

 

For more forms and information contact us at 844-369-4747 or email our team at support@mylifeandwishes.com