Because you care about helping people create a financial legacy, you can also help them with a family legacy too. Capturing life stories is a need that many older people have, and as a financial planner you can provide a client gift that keeps on giving. Here are a few great holiday gift ideas to capture a legacy:

1) Memory Journal ($19.95) This hardcover 6 x 9 book contains 250 biography questions to walk anyone through creating a lasting legacy of stories and memories.

2) Life Story Journal ($17.95) This softcover, spiral-bound 8.5 x 11 booklet contains 72 biography questions in large print. A shorter approach but with great questions that will evoke many experiences of life.

Both options above are available with group discounts if more than 10 copies are purchased. Also, LifeBio does provide packaging and shipping services if you'd like to send copies to all of your clients. Just provide us with mailing information. If you'd like to request a quote, call 937-303-4576 or email us at