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We are here to empower you with strategies and solutions that support your relationships with your clients.

By submitting your case request, you agree that the information you provide may be used by one of our associates from LSPN Pro to contact you about LSPN Pro products and services. 

Simple Planning

If the client answers "No" to our questionnaire
or
Interactive Video Recommends the Simple Plan

ON-DEMAND LIVE APPOINTMENT HOURS 
8 AM - 4 PM Pacific Standard Time
​Monday - Friday 

Advanced Planning

If the client requires more advanced planning such as:

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  • High Net Worth ($3M+)                   * Special Needs

  • Business Owner                              * Asset Protection

  • Legacy/Charitable Planning​              * International Assets

  • Non-US Citizen.                                     * Non-Permanent Resident

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IT IS STRONGLY RECOMMENDED THAT THE FINANCIAL ADVISOR/PROFESSIONAL MEET WITH OUR LSPN CONCIERGE PRIOR TO MAKING THE CLIENT APPOINTMENT

For agent to discuss client's needs

For client to discuss options

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