Legacy Advisors Academy By Darren Tan

Legacy Advisors Academy By Darren Tan Helping Financial Advisors Leapfrog Their Journey to COT/TOT with Legacy Estate Planning

16/08/2026

Everyone can write a will. Everyone can do an LPA.

So why do some advisors keep getting referrals while others keep chasing leads?

The difference is not the product. It's the way you plan.

Ordinary advisors complete documents. Legacy advisors open conversations.

They know how to go deeper when a client says "I've already done it."

They know how to protect clients from being rich and vulnerable.

They know how to structure plans so families never have to sell the house to fund care, and no one dies with zero left behind.

When clients experience that depth, they don't just buy. They refer.

That's how legacy advisors grow in half the time, without pushing harder.

Want the tools to plan differently and hit your next level business?

Comment: LEGACY

And we will send you the Legacy Advisory Startup Guide, the same one many use to COT/TOT their way in half the time.

Or click the link below:
https://pteppl.academy/legacyadvisoryworkshop

16/08/2026

The best legacy advisors never sound like they're selling.

They ask one thought provoking question, and the client leans in.

Simple. Natural. Authentic.

Client says "my donee is my sibling," advisor says okay. Client says "I did my will already," advisor moves on.

The conversation ends, and so does the case.

Legacy advisors go deeper.

They know the questions that assess donee suitability. They know how to turn a joint bank account example into a planning conversation anyone can relate to. They know how to move from a simple LPA into ACP, and into a full care structure that supports the client's family for generations.

That's the difference between doing transactions and building trust that opens cases naturally.

Want to hit your next level business in half the time with legacy tools?

Comment: LEGACY

And we will send you the Legacy Advisory Startup Guide, curated tools and learning videos to fastrack your success.

or click the link below:

https://pteppl.academy/legacyadvisoryworkshop

16/08/2026

What if every client conversation could open a case?

Not by pushing harder. By planning deeper.

Most advisors stop at estate planning. Distribution, documents, done. The conversation ends too quickly, and so does the opportunity.

Legacy advisors go further.

They know what to say when clients claim "I'm not so rich."

They know what to ask when clients say "I already did my will."

They know how to turn a simple LPA into a high value case, and a policy review into a three generation plan.

That's the difference between selling products and building legacies.

Want to hit your next level business in half the time with legacy tools?

Comment: LEGACY

And we will send you the Legacy Advisory Startup Guide, curated tools and learning videos to fastrack your success.

or click the link below:

https://pteppl.academy/legacyadvisoryworkshop

16/08/2026

Clients tell you "I'm not so rich"... then what happens?

Most advisors freeze right there.

But here's the difference: it's only with legacy planning that the conversation continues.

And when you have the superpower to help clients handle future risks and become rich at the right time, they can leave behind a wonderful legacy for their family.

Want to decode the legacy advisory framework and tools for your practice?

Comment: "LEGACY"

And we will send you the Legacy Advisory Startup Guide, the exact framework Darren uses to keep the conversation going, so you can hit your next level milestone.

Or click the link below:

https://pteppl.academy/legacyadvisoryworkshop

16/08/2026

Want to TOT your way without doing free work?

Here’s the simple concept: find the case by helping clients avoid probate and delays.

When assets go through court, it slows everything down and can invite disputes.

I design certainty, not hope, so money reaches the right person directly.

If the true intention isn’t to gift that child, it can trigger jealousy and legal fights. A smarter route is nominated insurance or assignment to bypass probate and protect the family’s
outcome.

Want to learn more about how legacy tools can help your practice?

Comment : "LEGACY"

We'll send it straight to your inbox!

Or click the link below:

👉 pteppl.academy/legacyadvisoryworkshop

16/08/2026

Seven appointments secured legacy planning tools.

But the real breakthrough wasn't the number. It was the clarity.

Here's what most advisors miss about the Legacy Advisor tools: they don't just help you get more clients.

The practitioner behind them uses these exact frameworks for his own estate planning. His own family. His own legacy.

That's why the results come naturally. Not luck. Not scripts memorised the night before.

When you genuinely believe in what you plan, clients feel it. Appointments follow. Cases open.

Seven appointments is what happens when conviction meets structure.

Want to see the exact legacy tools he used?

Comment "LEGACY"

below and we'll send them to you.

or click the link below:

https://pteppl.academy/legacyadvisoryworkshop

31/07/2026

Advisors: are you truly getting ROI from your planning conversations, or just going in circles?

In today’s session, we unpacked a practical framework: What have you done?

What do you own? Who matters if something happens? One advisor shared how using a company account to fund a term plan can support a buy-sell agreement, helping owners protect succession and potentially improve tax efficiency.

The biggest win: clarity on where to start, where to end, and how to connect the dots into a real case.

And that's how you enter the conversation as a legacy protector.

If you'd like to know how to apply Legacy planning tools towards your advisory business, leapfrog your career in half the time and achieve next level COT/TOT.

Comment: "LEGACY"

We'll send you something exclusive!

Or click on the link below:

https://pteppl.academy/legacyadvisoryworkshop

31/07/2026

What if I told you joint accounts and joint property can still be contested?

Today I learned I have a superpower: helping clients become richer by protecting what they already have.

A case study (mother vs daughter-in-law) was a powerful reminder: joint ownership doesn’t automatically mean a 50/50 outcome.

The real value is asking deeper questions, uncovering hidden gaps, and bridging them with legacy planning tools.

This goes beyond wealth management; it’s about thinking past your generation and distributing assets equitably.

Legacy planning isn’t only for the ultra-rich.

But when done right, with Legacy Planning Tools, you'd be empowered to help make an impact towards your clients lives.
The by product?

Next level COT/TOT.

And it's only natural.

Comment: "Legacy"

if you'd like to receive the same legacy tools many high level advisors are now equipped with.

Or click the link below:
https://pteppl.academy/legacyadvisoryworkshop

31/07/2026

What if I told you joint accounts and joint property can still be contested?

Today I learned I have a superpower: helping clients become richer by protecting what they already have.

A case study (mother vs daughter-in-law) was a powerful reminder: joint ownership doesn’t automatically mean a 50/50 outcome.

The real value is asking deeper questions, uncovering hidden gaps, and bridging them with legacy planning tools.

This goes beyond wealth management; it’s about thinking past your generation and distributing assets equitably.

Legacy planning isn’t only for the ultra-rich.

But when done right, with Legacy Planning Tools, you'd be empowered to help make an impact towards your clients lives.

The by product?

Next level COT/TOT.

And it's only natural.

Comment: "Legacy"

if you'd like to receive the same legacy tools many high level advisors are now equipped with.

Or click the link below:

https://pteppl.academy/legacyadvisoryworkshop

30/07/2026

Want clients to instantly “see” your recommendations instead of just hearing them?

When clients see that staying at a lower budget means a lower level of care, the trade-offs become visual and practical.

It also helps position upgrades, like a daily advanced nurse or a stay-in nurse, based on what matters most to them.

Add stronger case studies, identify pain points repeatedly, and spot engagement opportunities.

That's just one of a small case study of Legacy planning.

If you'd like us to send you all our secrets of successful legacy planning, something that can leapfrog your advisory career in half the time and reach your next level growth,

Comment = "Legacy"

We'll send you something exclusive.

Or click the link below:

https://pteppl.academy/legacyadvisoryworkshop

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