Every company uses LegacyShield® differently to generate a unique experience. You decide the client experience. From co-branding to onboarding, we enable you to carry out your vision.
Provide added value to your customers and advisors
Stand out by providing advisors with tools to communicate and engage their consumers. Customers benefit from solving the gap in their planning and ensuring things stay organized and preserved.
Use turn-key channel enablement and marketing automation
LegacyShield® provides all the back-end tools and resources. Our marketing platform has hundreds of turn-key assets, which can be co-branded and used by any advisor. Our playbooks provide a step-by-step process, allowing for quick onboarding. LegacyShield® even administers all the commissions generated through the marketplace.