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LEGACY PLANNING 

PATH:
Passing Assets Tax-free to Heirs  

Many clients spend 40 years building a seven-figure IRA. The destination was never in doubt: the family. But most of those qualified assets never make it there, due to income and estate taxes.

PATH aims to solve this.   

You don't beat the terrain. PATH helps you mark a smarter trail.

PATH is an ultra-unique planning strategy—backed by leading ERISA attorneys—that can help transform your high-net-worth clients’ qualified assets into a tax-free legacy. Be part of the elite group of advisors who are offering this clear route in legacy planning. 

Most wealth never arrives to heirs. PATH is a way through. 

IRA

The tax problem

66% of the average IRA is lost to taxes before reaching heirs

Heirs

More to heirs with PATH

Potential for 12.6x more to heirs with PATH vs. doing nothing

Income Estates

Eliminate taxes

Estimated 0% income & estate tax on PATH assets transferred to heirs

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HNW clients have a planning gap almost no one is filling. Offer a way forward.  

You're likely doing everything right. Your clients trust you. But there's one conversation almost no advisor is having—and it could be costing your clients millions.

HNW retirees with qualified assets they don’t need for income are usually set up to have the government take the majority of what they’ve built. RMDs. Income tax. Estate tax. It compounds. It’s silent. And it can be completely preventable.

PATH is designed to solve this. And the advisor who brings PATH to their clients can become something far more powerful than a portfolio manager—they can become indispensable. A true fiduciary.

 

How PATH can set you apart:


Circle_Check Mark_BlueOffer a strategy no other advisor in your market is likely providing


Circle_Check Mark_BlueDeepen client relationships by helping them solve their single biggest unaddressed wealth transfer problem


Circle_Check Mark_BlueBecome a magnet for referred HNW clients who want sophisticated legacy planning

Circle_Check Mark_BlueGenerate substantial new revenue from clients already in your book

Circle_Check Mark_BlueBacked by the nation’s leading ERISA attorneys —helping you establish more  credibility

 

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Your distinctive edge: Stop competing on fees. Start competing on capability.

When you bring PATH to your clients, you’re not just adding a product—you unfold a clear route forward. You have the opportunity to elevate your entire value proposition in a way most advisors will never be able to replicate.

Market-1

Instant market differentiation 

PATH is exclusively available through Peak Pro Financial. Most of your competitors simply aren’t offering this. When a client asks, “what makes you different?”—you’ll have the most compelling answer in the room.

Client-Loyalty

Unbreakable client loyalty 

Advisors who identify this gap and close it can become irreplaceable. When clients understand what you saved them—and what you helped their family gain—switching advisors becomes unthinkable.

Client-Magnet

HNW client magnet 

Sophisticated clients talk to sophisticated clients. When word spreads that you’re the advisor solving the qualified asset problem, you become the first call for every HNW
referral in your market.

Best

Backed by the nation’s best  

PATH is backed by the country’s leading ERISA attorneys. You aren’t going out on a limb—you’re set up to stand on a solid planning foundation.

Relationship

Deepen every relationship  

PATH opens a planning conversation most advisors never have. It positions you as a true fiduciary, a comprehensive wealth strategist—not just an investment manager.

Existing-Book

Revenue inside your existing book 

You don’t need to prospect for new clients to benefit from PATH. The opportunity is
already in your book — in the qualified
accounts your clients aren’t planning to
spend in retirement.

The Peak Pro advantage: You don’t just get a strategy. You get a full team of A players behind you. 

Peak Pro Financial helps provide what you need to confidently introduce PATH to clients and close business at a level you’ve never experienced before.

Education

Training & education

Comprehensive training so you understand PATH inside and out. You’ll learn the strategy, the client profile and how to position it with confidence in every conversation

Elite Sales

Elite sales system 

A proven, step-by-step sales process designed specifically for the PATH conversation—including objection handling and presentation materials to help educate clients.

Office-Support

Dedicated concierge & back office

A dedicated Peak Pro team handles the complex back-office work behind every case—analysis, documentation, expert coordination — so you can focus entirely on your clients.

Planning

Access to leading ERISA attorneys

You can get access to the leading ERISA attorneys in the country. Every case is reviewed by legal experts—helping you and your clients achieve greater peace of mind.

DIAL IT IN: TURNKEY MARKETING PROGRAM

We don’t just give you the planning strategy. We can help fill your pipeline. 

Need to get in front of more HNW prospects?

We have a complete, done-for-you marketing system engineered to identify motivated prospects, educate them on the qualified asset problem, and book them directly on your calendar—so you can spend your time solving planning challenges—not prospecting.

 

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Qualified prospect identification  

A proven system to surface high-probability PATH candidates in your existing book and your target market—clients who match the profile and are ready for this conversation.

Done-for-you outreach campaigns 

Fully crafted campaigns that help educate prospects on the qualified asset problem and drive them to book a meeting.

Personalized client analysis reports 

Custom, client-ready reports that quantify the tax erosion on a specific account and show the transformation PATH delivers for that exact client—a powerful, compelling closer.

Booked meetings. Motivated prospects. 

The program is built to deliver highly motivated prospects straight to your calendar. You show up prepared. They show up ready to act.

First-mover advantage: The advisors who take action now can own this conversation

PATH is not a mass-market program. We partner with a select number of advisors across the United States. The window to be one of the few advisors leveraging the full system won’t stay open forever:

Work with PPF-1

Exclusive to advisors who work with Peak Pro Financial 

Elite

Elite advisor cohort only

 

Turnkey

Turnkey marketing limited to serious advisors 

Be the advisor who helps change everything for your clients

Book a 30-minute call with the Peak Pro Financial team. We’ll walk you through PATH in full, run the numbers on a client scenario from your book, and show you exactly how this unique program can work for you. 

30 minutes. No obligation.  

Backed by the nation’s leading ERISA attorneys. Exclusively available for advisors who work with Peak Pro Financial.

 

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FOR ADVISOR USE ONLY

PATH: Passing Assets Tax-free to Heirs program is available to financial professionals only. Hypothetical examples for illustrative purposes only. Information, historical data, examples and scenarios are made available to you as self-help tools for your independent use and are not intended to provide investment, tax or legal advice. We do not guarantee their applicability or accuracy in regard to individual circumstances. This page does not constitute investment, tax, or legal advice. Individual client results will vary based on specific circumstances. Please seek personalized advice from qualified professionals regarding all specific tax or legal advice. Seek personalized advice from qualified professionals regarding all legal, tax and/or financial issues.

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