Legend Financial Marketing Services

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A strategic partner for experienced, independent advisors—offering expert case design, exclusive opportunities, and concierge-level support to drive profitable growth and better client results.

06/09/2026

What separates the advisors who will thrive in the next five years from everyone else?

We asked three of our Advanced Markets Summit Platinum Sponsors to finish this sentence: "The advisors who will win in the next five years are the ones who…"

🎤 Grant Smith, Vice President of Annuity Distribution at American Life
🎤 Kaleisha Thody, Divisional VP at Allianz
🎤 Rick Broom, President of DATALeader

💬 How would you finish the sentence?

06/04/2026

Not everyone sits on a panel and tells a room full of seasoned advisors to come test their knowledge.

But that's exactly what our very own Jaxson Bussert, Director of Life Sales, did at our Advanced Markets Summit last week.

"Age is not a determining factor of knowledge."

He even promised that anything he can't answer today, he'll have covered by the time you see him at our next summit.

That's the kind of team we've built. Driven, accountable and all-in for our advisors.

06/02/2026

We packed a lot into our 2026 Advanced Markets Summit.

The days were full of great speakers, big ideas and more than a few topics that had advisors talking long after the sessions wrapped.

Now we want to hear from you: what was your favorite presentation topic?

Whether it was one that challenged your thinking, sparked a new idea or just left you wanting more, we'd love to know what resonated most.

⬇️ Drop your answer in the comments. Your input goes straight into planning future agendas.

05/28/2026

The Legend team is recharged, inspired and already missing the ocean breeze.

Last week, we hosted our Advanced Markets Summit at the Jupiter Beach Resort. It was an incredible gathering of industry leaders, fresh perspectives, and yes, actual ocean views.

Now we're back at our desks pretending the office views are just as good. (They aren't!)

Thank you to every speaker, attendee and sponsor who made this summit one to remember. We'll be sharing more highlights soon. In the meantime, enjoy this glimpse.

Legend Financial will be closed from 3:00 p.m. EDT Friday, May 22 through Monday, May 25 in observance of Memorial Day.W...
05/21/2026

Legend Financial will be closed from 3:00 p.m. EDT Friday, May 22 through Monday, May 25 in observance of Memorial Day.

We'll resume our regular business hours on Tuesday, May 26:
8:30 a.m. to 5:30 p.m. EDT.

05/20/2026

A packed room looks impressive. But a room full of the right people? That's where the real ROI is.

Rick Broom, president of DATALeader, will be at our Advanced Markets Summit to talk about seminar marketing as a key strategy in an advisor's toolbox.

From attracting the right attendees to your seminars, to staying in front of prospects who weren't ready to book a meeting right away, Rick will walk through the power of consistent marketing. Drip campaigns, long-game follow-up and knowing when to stay patient are what separate the advisors who grow from the ones who stall.

Life changes. And when it does, you want to be the advisor they call.

A huge thank you to DATALeader for being one of our Platinum sponsors.

The 2026 summit kicks off TOMORROW and local agents can still register at LegendFMS.com.

May 21–22, 2026
Jupiter Beach Resort

Be part of an event built for advisors who play at the highest level.

05/19/2026

What do advisors need to understand about Roth conversions right now?

Grant Smith, Vice President of Annuity Distribution at American Life, is bringing the answers to our Advanced Markets Summit. If Roth conversions are on your radar, you don't want to miss what he has to say.

A huge thank you to American Life for being one of our Platinum sponsors.

The 2026 summit is THIS WEEK and this is one session you don't want to miss.

May 21–22, 2026
Jupiter Beach Resort

Visit LegendFMS.com to register, and be part of an event built for advisors who play at the highest level.

05/15/2026

If you had 30 seconds with every advisor at our Advanced Markets Summit . . . what would you tell them?

Here's how Kaleisha Thody, Divisional VP at Allianz, answered the question.

A huge thank you to Allianz for being one of our Platinum Sponsors.

The 2026 summit is NEXT WEEK and trust us, you want to be in the room to connect with insurance experts like Kaleisha.

May 21–22, 2026
Jupiter Beach Resort

Visit LegendFMS.com to register, and be part of an event built for advisors who play at the highest level.

Supporting children.Helping parents.Trying to stay on track personally.More clients are living this reality every month....
05/13/2026

Supporting children.

Helping parents.

Trying to stay on track personally.

More clients are living this reality every month.

If you’re not actively addressing this “sandwich generation,” you’re missing a major growth and retention opportunity.

Here’s how to show up with value:
✔️ Start conversations about multi-generational planning.
✔️ Position life insurance as both protection and flexibility.
✔️ Educate on living benefits for unexpected health events.
✔️ Help clients create strategies that don’t sacrifice their own retirement.

These clients are overwhelmed. When you show up with a framework, not just a product, you become the advisor they call before making any major decision.

When you shift from selling to solving, the result is more than gaining a new client. It’s building trust that spans generations.

This week: Review your current client list and identify 3 households who need this conversation now.

Spots are filling fast for the 2026 Legend Financial Advanced Markets Summit and and the agenda is packed with sessions ...
05/08/2026

Spots are filling fast for the 2026 Legend Financial Advanced Markets Summit and and the agenda is packed with sessions you'll actually use.

Join top-performing advisors for two days of advanced markets insights, strategic case design and high-level peer collaboration at the beautiful Jupiter Beach Resort.

This is where ideas turn into action and where the best in the business come to stay ahead.

📅 May 21–22, 2026
📍 Jupiter Beach Resort

➡️ Visit LegendFMS.com to register, and be part of an event built for advisors who play at the highest level.

Address

Palm Beach Gardens, FL
33410

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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