How Entrepreneurs, Agents & Advisors Are Using AI to Build Wealth and Legacy — Even If They’re Not Tech Experts

Discover the simple 5-Step Go All In Wealth System to attract income, build protection, and create lasting legacy with AI leverage.

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In collaboration with Inter Vivos — recognized globally for excellence in estate planning, tax strategy, and legacy law.

This Free Playbook Is For You If You’re:

A licensed agent or advisor ready to scale

A business owner who wants more leverage and freedom

An entrepreneur curious how AI can multiply results

Inside, You’ll Learn:

How to combine AI + finance + legacy for unstoppable growth

3 simple automations that create freedom and consistency

The #1 wealth strategy top advisors are using in 2025

Drew Berman — Author of Go All In, and Founder of The Legacy Alliance

Helping professionals build scalable income and lasting impact

What Happens After You Get the Playbook?

Once you download your Free Wealth & AI Playbook, you’ll be guided through the next optional steps inside the system, including:

  • A complimentary strategy session

  • Live Wealth & AI trainings

  • Advanced planning tools

Everything is optional. No pressure. No obligation.

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Proudly partnered with GFI — representing 40+ top-rated carriers.

Through strategic alliances with Inter Vivos and GFI, we help families and professionals protect assets, reduce taxes, and create lasting wealth.

415 Main St Suite L

Call (917) 226-6901

Site: www.drewberman.com

© The Legacy Alliance Team. 2026. All rights reserved.