"If you're a Life Insurance or Financial Professional that's Sick & Tired of passing over the 5, 6, an 7 figure cases, this is potentially the most important book you (and even your clients!) will ever read"

-Tom Webb, CLU, ChFC

Life Insurance and Financial Professionals!
New Book for Life Insurance and Financial Professionals
Become the Expert Business Owners & High-Net-Worth Individuals Flock to for Advanced Tax, Insurance & Legacy Planning Strategies
Become the Expert Business Owners & High-Net-Worth Individuals Flock to 
for Advanced Tax, Insurance & Legacy Planning Strategies 

6 Real Life, Step-By-Step Cases, Designed and Closed by National Advanced Planning Consultant & Author Rick Bailey, JD, MAcc, CFP®

After serving the high-net-worth and business owner markets for several decades, I decided to compile 6 of my top cases, and develop a Step-By-Step guide to help other advisors looking to attract, nurture, and convert these types of cases. 

Orchestrate Your Legacy will walk you through both the problems faced and solutions implemented, along with an explanation of the various concepts used!

Rick D. Bailey, JD, MAcc, CFP®
Nationally Renowned Advanced Planning Consultant & Author
What You Will Find 
Inside The Book!
Case Studies & DETAILED Solutions Implemented
  • ​Chapter 1 - The Real Estate Developer: Limited Liability Company, Family Office, Dynasty Trust, Captive Insurance Company, Life Insurance
  • ​Chapter 2 - The Farmer: Limited Liability Company, Limited Partnership, Life Insurance, Dynasty Trust, Premium Financing
  • ​Chapter 3 - The Orthodontist: Disability Insurance, Buy-Sell Agreement, Life Insurance, Captive Insurance Company, C Corporation Status
  • ​Chapter 4 - The High-Net-Worth Couple: Captive Insurance Company, Limited Liability Company for Real Estate, Charitable Remainder Trust, Life Insurance, Dynasty Trust
  • ​Chapter 5 - The Family Business Owner: Setting Up a Corporation, Setting Up Limited Liability Companies, The Family Office, Captive Insurance Company, Key-Man Insurance Policies, Irrevocable Trust or Dynasty Trust
  • ​Chapter 6 - The Marketing Organization: Setting Up a Limited Liability Company, Setting Up a Family Office, Captive Insurance Company, Life Insurance

"...[Orchestrate Your Legacy] does an excellent job presenting complex subject matter in a topical, anecdotal manner using real-life situations, which have benefited their clients and heirs. The concise and resourceful appendix is a gem and should not be overlooked!

-Michael LaBaw

"It is one thing to make money. It is another thing to keep the money you make. This book is a comprehensive review of options for keeping your money. I especially like the clarity with which the authors present methods that others seem to complicate when they are describing them..." 

-David Bork

"This book is a game changer! I’ve started to do more work in the high net worth business owner market and the complexity of the planning can often times be challenging, if not overwhelming. Rick’s book simplifies strategies and gives you a step by step plan of attack with these clients. The knowledge and confidence gained has helped me ensure I’m taking better care of my clients while writing larger cases in the process."

-Iain MacDonald, CLU

"Rick Bailey is one the most knowledgeable advisors/consults in the industry. It is rare to have such skills in one individual. His ability to educate and teach along with real experience is second to none. He has been able to help consult on large complicated estate plans down to simple questions that often get over looked. I would highly recommend any person or professional connect with Rick to add his knowledge to their tool belt or personal situation. "

-Paul Mason, Esq.

Included at No Cost!
Appendix Explaining in Detail Each Financial Concept Discussed
Estate Planning Fundamentals
➔ Charitable Planning 
➔ Gifting
➔ Transferring Assets
➔ Estate Tax Laws 
➔ Portability
➔ Annual Gift Tax Exclusions
➔ Basis
➔ Valuing Gifts: Fair Market Value
➔ Charitable Planning 
➔ Gifting
➔ Transferring Assets
➔ Estate Tax Laws 
➔ Portability
➔ Annual Gift Tax Exclusions
➔ Basis
➔ Valuing Gifts: Fair Market Value
Life Insurance Overview
➔ Understanding MEC Rules
➔ How Life Insurance Works
➔ Indexed Universal Life
➔ Term Insurance 
➔ Whole Life Insurance
➔ Universal Life Insurance 
➔ Understanding MEC Rules
➔ How Life Insurance Works
➔ Indexed Universal Life
➔ Term Insurance 
➔ Whole Life Insurance
➔ Universal Life Insurance 
Buy-Sell Agreements
➔ "Trigger" Types
➔ Types of Buy-Sell Agreements
➔ Redemption Agreement
➔ Cross-Purchase Agreement
➔ Hybrid Agreement
➔ Benefits of a Buy-Sell Agreement
➔ Funding the Buy-Sell Agreement
➔ "Trigger" Types
➔ Types of Buy-Sell Agreements
➔ Redemption Agreement
➔ Cross-Purchase Agreement
➔ Hybrid Agreement
➔ Benefits of a Buy-Sell Agreement
➔ Funding the Buy-Sell Agreement
Captive Insurance Companies
➔ "Micro Captive" Overview
➔ Managing Business Risks
➔ Why Use a Captive?
➔ $2+ Million Tax Deduction Explained
➔ Policies
➔ Risk Sharing
➔ Captive Mechanics
➔ Risk & Premium Flow
➔ "Micro Captive" Overview
➔ Managing Business Risks
➔ Why Use a Captive?
➔ $2+ Million Tax Deduction Explained
➔ Policies
➔ Risk Sharing
➔ Captive Mechanics
➔ Risk & Premium Flow
Business Entities
➔ What to Consider
➔ Tax Considerations
➔ Management
➔ Succession of Ownership
➔ Asset Protection
➔ Use in the Planning Process
➔ Partnership Taxation
➔ Basis
➔ Special Allocation
➔ Income Tax Planning
➔ Family Office
➔ What to Consider
➔ Tax Considerations
➔ Management
➔ Succession of Ownership
➔ Asset Protection
➔ Use in the Planning Process
➔ Partnership Taxation
➔ Basis
➔ Special Allocation
➔ Income Tax Planning
➔ Family Office
Dynasty Trusts
➔ When to Consider a Dynasty Trust
➔ Dynasty Trusts & Life Insurance
➔ Rules Against Perpetuities
➔ Generation Skipping Transfer Tax
➔ Benefits to the Beneficiaries
➔ Design
➔ Trustee Appointment
➔ Trustee Succession
➔ Trustee Removal
➔ Special Provisions 
➔ Income & Transfer Tax Issues
➔ Creditor Protection
➔ Perpetual Values Trust
➔ When to Consider a Dynasty Trust
➔ Dynasty Trusts & Life Insurance
➔ Rules Against Perpetuities
➔ Generation Skipping Transfer Tax
➔ Benefits to the Beneficiaries
➔ Design
➔ Trustee Appointment
➔ Trustee Succession
➔ Trustee Removal
➔ Special Provisions 
➔ Income & Transfer Tax Issues
➔ Creditor Protection
➔ Perpetual Values Trust
"Are you tired of passing over adanced tax, insurance and legacy planning cases with business owners and high net worth individuals?"
A Message from Nationally Renowned Advanced Planning Consultant & Author
Rick Bailey, JD, MAcc, CFP® 
"High Net Worth Individuals and Business Owners are the coveted clients of life insurance and financial professionals...
BUT, landing these types of clients can seem EXTREMELY daunting, especially in a crowded market. 
Think about it…

How often do you hear “oh, I’ve already got a life insurance guy”…

or what about “I like my financial adviser. She does a great job…”
The truth? They haven’t talked to “their person” in months or even years! 
And even if they have, they don’t offer the strategies or quality that you do. 
Which is EXACTLY why I wrote Orchestrate Your Legacy. 
Orchestrate Your Legacy gives you the knowledge and strategies to offer out of the box concepts, in a simple way that sets you apart in your industry. 
Yes, that high-net-worth prospect may have life insurance, but have they considered putting it in a dynasty trust?
Yes, that successful business owner prospect has an investment advisor, but have they considered protecting their business from currently uncovered risk and saving millions of dollars in taxes per year with a Captive Insurance Company… which means investing those saved dollars with you or buying more life insurance?
From my decades of experience, multiple degrees and certifications, I’ve learned one thing that should give you confidence and peace of mind…
The “best” advisor doesn’t always win the business. 
Often it’s simply the first person in the door. 
Which is EXCELLENT news for you!
➔ If you are able to introduce new concepts and strategies that previously haven’t been introduced, you will win their trust, loyalty, and business. 
The business owner and high-net-worth market is filled with opportunities for you, even if you’re brand new to these advanced life insurance and financial strategies. 

And Orchestrate Your Legacy will walk you through 6 cases that I personally worked on, and show you the exact strategies that were presented and implemented to help these individuals and business owners achieve financial success, and create a financial Legacy that will live on for generations to come. 
But first, a warning: This is NOT a “get rich quick” book, or a way to cut corners without putting in the work. 
Yes, you will need to know what you are talking about to get in the door with these clients. 

Yes, you will need to have a basic understanding of the concepts discussed in this book.
But YES, it is possible, and it’s not as hard as many insurance and financial professionals perceive it to be when looking from the outside in. 
Each chapter of Orchestrate Your Legacy includes a case study that walks you through the problems faced by our clients, and the solutions we ended up presenting and implementing. 

Solutions that resulted in 5, 6, and 7 figure commissions. 

But the best part? 

Each solution is outlined in detail in the Appendix of the book.  

You will not only be provided with the knowledge you need, but with new, simplified ways to present these solutions to your clients. 

Thanks for taking the time to read this letter and I look forward to hearing from you soon!
Rick Bailey, JD, MAcc, CFP®
DON'T JUST TAKE OUR WORD FOR IT.
HERE'S WHAT ADVISORS & FINANCIAL PROFESSIONALS ARE SAYING...

"It is one thing to make money. It is another thing to keep the money you make. This book is a comprehensive review of options for keeping your money. I especially like the clarity with which the authors present methods that others seem to complicate when they are describing them..." 

-David Bork

"I’ve know Rick Bailey for several years and started introducing him to several clients for planning purposes. Rick is able to take a very complicated Insurance matter and make it so simple for clients to understand. 

He comes across as a very caring individual with incredible knowledge regarding Business and Estate Planning. I have made some of the Largest Life Insurance Sales with Rick. All of the clients I have introduced him to absolutely love him! He takes his time and explains everything and never makes anyone feel uneasy. Rick comes across as an educator and consultant yet clients want to work with him and I!  

I just met with a client today and he asked when Rick was coming back into town. Has questions on a Captive Insurance program for his company and Rick is the only one he trusts! Makes me look incredibly good and there will be a several large Life Insurance sales in the very near future. Rick just helped me explain options to a large Contractor for his buy/sell and keyman Insurance options..  

As a result, they will be purchasing 6-7 Life Insurance Policies for their key employees."

-Jim Maher, CLTC

"Rick Bailey is a consummate professional. He’s bright, personable and exceedingly skilled in the areas of tax law, financial planning, estate planning and risk mitigation. We worked together on a number of complex planning cases where his knowledge and expertise were key in closing the deals. I give him my highest recommendation."

-Chris Ostler, CPA

"This book is a game changer! I’ve started to do more work in the high net worth business owner market and the complexity of the planning can often times be challenging, if not overwhelming. Rick’s book simplifies strategies and gives you a step by step plan of attack with these clients. The knowledge and confidence gained has helped me ensure I’m taking better care of my clients while writing larger cases in the process."

-Iain MacDonald, CLU

"...[Orchestrate Your Legacy] does an excellent job presenting complex subject matter in a topical, anecdotal manner using real-life situations, which have benefited their clients and heirs. The concise and resourceful appendix is a gem and should not be overlooked!

-Michael LaBaw

"Rick has been open and available to educate and train on advanced planning cases for my HNW clients. He is open to coming to my office and meeting with my clients belly to belly to really get to know and understand the current situation and circumstances. He helped not only with presenting, but also with case design and building the recommendation behind why this make sense to get done.

Rick has impacted my business by helping me add six figures to my bottom line annually"

-Jon L. Bowles

"Rick Bailey is one the most knowledgeable advisors/consults in the industry. It is rare to have such skills in one individual. His ability to educate and teach along with real experience is second to none. He has been able to help consult on large complicated estate plans down to simple questions that often get over looked. I would highly recommend any person or professional connect with Rick to add his knowledge to their tool belt or personal situation. "

-Paul Mason, Esq.

"Because of the training and resources, I have been able to become less of a salesman and more of a connector! It's amazing to take somebody from feeling like they 'need' life insurance to actually WANT life insurance!"

-Bob C.

Get Your eBook for $19.95 JUST $4.95

DISCLAIMER: The sales figures stated above are my personal sales figures. Please understand my results are not typical, I’m not implying you’ll duplicate them (or do anything for that matter). I have the benefit of practicing financial, estate and insurance planning for several decades, and as a result have been fortunate to have worked on many cases. The average person who buys any “how to” information gets little to no results. I’m using these references for example purposes only. Your results will vary and depend on many factors …including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you're not willing to accept that, please DO NOT GET THIS BOOK.