more value for your business

A Growing Community

Over 15,000 advisors using LS and counting

Proven

Vetted and endorsed by several insurance companies

Viral Client Referrals

Every client leads to new referrals

Private Client Groups

Create your own private client group

Marketing Platform

Built-in marketing platform

how it works

Be the one to preserve your client's legacy with a few clicks of the mouse

Buy a subscription

For $99.95 per month, your subscription provides unlimited seats of Shield + FinancialView, allowing you to provide seats to unlimited clients and prospects.

Provide LegacyShield^® to your clients

Simply add your clients to LegacyShield^®, and invite them to register.

Watch new prospects come to you and make new sales

Once your clients register, LegacyShield's built-in onboarding system will walk your clients through setting up their team. You will receive leads anytime one of your client's recipients registers for LegacyShield^®.

what your clients get

Be a hero to your clients

With LegacyShield^®, your clients will get many of the same benefits provided by affluent family offices and private client groups, from the ability to view all of their assets in one place to categorizing and maintaining everything they use in their daily life.

It's Your Client

It's your client relationship

Unlike any other service, LegacyShield^® is the only true B2B platform enabling enterprises and advisors to maintain full control of their relationships.

"Awesome platform...planning is the key."

Jay D

advisor, ca

Engage

Your clients want to hear from you

With a built-in marketing automation system, LegacyShield^® provides a turn-key platform to communicate, educate and provide additional services to your clients.

"Everyone needs to plan. It's great to have companies like this."

Frances L

advisor, tx

Troy S

florida

How do I keep track of all my information?

Lisa R

North Carolina

How can my children learn my values if I'm not here to teach them?

Dave E

California

I now have a financial plan, what else do I need?

Kim L

texas

My family is going to need help when I am no longer here.

Solutions

Provide your clients with access to a marketplace of products, which you benefit from as well

LegacyShield^® marketplace provides a variety of different solutions your clients can purchase to further protect their legacy. You receive credit for any and every purchase your client makes.

MyBasic Estate

Generate important estate planning documents! Save your family from fees and taxes, and avoid the lengthy probate process.

MyTax

This service provides quick and easy tax preparation by a qualified registered agent or an experienced CPA.

VirtualMD

This provides the entire family with access to a network of US doctors to resolve medical issues by phone or online video.

ID Defense

This provides subscribers with monthly and real-time identity-monitoring services, fraud alerts, and more.

Support

We'll do the work if you don't want to

Our dedicated team of internal support representatives are available to help you and your clients through any part of the process.

“The platform gives me more of a reason to be in touch with my clients instead of having a one-and-done moment of time."

Raymond M

Advisor, NJ

"LegacyShield^® does a great service making these things accessible to main street. I'm honored to offer these services."

Mark R

Advisor, IL

Grow your practice, enrich your client relationships and offer LegacyShield^® today.

i want it for my clients

notify

Provide your clients with an invaluable service while better connecting with them