Meet Your Legacy Partner — Guerda Pierre
What to Expect During your Legacy Discovery Call (20 minutes):
A trusted team member will review your application responses
We'll explore your financial goals, pain points, and readiness
You'll gain insight into how our legacy-building strategies work
If aligned, we’ll guide you to a personalized strategy session with Guerda
To protect your time and ours, this process is designed for individuals who are:
Actively earning income or managing liquid assets
Positioned to begin funding a policy within the next 30–45 days
Comfortable allocating a monthly contribution toward their financial goals
Seeking long-term financial solutions (not general advice or policy reviews)
Ready to implement, not just explore, wealth-building strategies
Seeking clarity, not just curiosity
If that sounds like you, we’re excited to learn more about your vision and help you move forward.
Ask us anything, we’d love to answer!