how it works

LegacyShield® does all the work so you don't have to

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Access

Provide your client with access to LegacyShield's platform

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Organize

Your client uses the platform to store, organize and preserve their legacy and important information

Share icon
Share

Your client add important people to share their information with

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Touchpoints

LegacyShield's algorithms and system engages and score your networks interest and readiness for a meeting

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Referrals

You get appointments with new client referrals

LegacyShield® Access

Deeper and more meaningful client relationships

LegacyShield's state-of-the-art Legacy Planning platform will differentiate you from the competition and create deeper, more meaningful relationships with your clients.

share my will

LegacyShield® state-of-the-art Legacy Planing platform will differentiate you from the competition and create deeper, more meaningful relationships with your clients

Organize tab image

They can share information now or keep everything private and share it based on an event like death.

The end result is your client can rest assured things wont get lost between generations and you, as the advisor, will have a greater connection with and more assets to manage for your client's extended family.

Organize

Your clients can securely store, organize and preserve all of their information

They can share information now or keep everything private and share it based on an event like death.

The end result is that your client can rest assured things won't get lost between generations and that you, as the advisor, will have a greater connection with and more assets to manage for your client's extended family.

Touchpoints & Referrals

Generating Opportunities & Referrals

LegacyShield's system engages and educates your clients and their contacts about legacy planning on your behalf. Using advanced logic and proprietary algorithms, LegacyShield® is able to determine who is ready to meet with you now about their own insurance and financial needs. In short, LegacyShield® gets you in front of the contacts your client added to the system without the advisor having to do any work.

touchpoints image

LegacyShield's system engages and educates your client and their contacts about legacy planning on your behalf. using advanced logic and proprietary algorithms, LegacyShield® is able to determine who is ready to meet with you now about their own insurance and financial needs. In short, LegacyShield® gets you in front of the contacts your client added to the system without the advisor having to do any work.

“I am so pleasantly surprised by how effective LegacyShield is at getting me in front of new prospects. In addition to new clients as a result of using LegacyShield, I am uncovering more opportunities using the LegacyShield system than any other system I've used in my 12-year career.”

Johnny Mehrian

Los Angeles, CA

Johnny Mehrian

“I am so pleasantly surprised by how effective LegacyShield is at getting me in front of new prospects. In addition to new clients as a result of using LegacyShield, I am uncovering more opportunities using the LegacyShield system than any other system I've used in my 12-year career.”

Johnny Mehrian

Los Angeles, CA

Contact us today to learn how LS can help grow your practice.