LegacyShield

LegacyShield Digitally connecting advisors to clients to redefine client relationships and pioneer new dimensions As the industry evolves, so will we.

As a leader in life insurance technology since 2014, LegacyShield provides insurtech solutions that empower insurance agents & financial advisors. Our singular focus is to enable the insurance industry to grow through dynamic client connectivity. We are pioneers, creators, trendsetters, and innovators – delivering a collaborative ecosystem of tools that allow financial professionals to succeed in

a secure, digital workspace. The insurance industry is falling short on communicating, engaging, and nurturing clients. This lack of connectivity results in a perception gap between advisors and their clients; dropping off or emailing a policy to clients without a dynamic feedback loop is no longer enough to maintain their business. LegacyShield creates an environment where the advisor and client can continuously build upon and address the client’s evolving needs. This connectivity creates a new level of client relationship which extends to family members and beneficiaries. Our software combines connectivity, collaboration, and prospecting into one singular platform. Our newest platform, Link, is a communication platform between advisors and their clients. Link allows advisors to organize and systematize their business, stay connected with clients throughout their relationship, receive advanced insights about clients, find openings within policies that result in more sales, and connect with the clients’ entire network, generating more organic prospects. We are continuously learning from our industry and challenge ourselves to think beyond the status quo to develop tools that make doing business better.

05/23/2022
06/15/2021

Our messaging feature allows advisors to be there for clients at the right times. Have secure conversations and even include attachments. Visit our website to learn more!

Insurance advisors, don't just focus on the male head of household. Research shows that women have a huge impact on weal...
06/12/2021

Insurance advisors, don't just focus on the male head of household. Research shows that women have a huge impact on wealth transfer. Download the report here - https://hubs.ly/H0P0NzB0

In the past, insurance companies were valued by securing better offers. The new approach is knowing product niches and c...
06/08/2021

In the past, insurance companies were valued by securing better offers. The new approach is knowing product niches and catering to those to provide a good customer experience.

According to McKinsey, the role that an advisor plays in the financial lives of clients can help determine if they will ...
06/05/2021

According to McKinsey, the role that an advisor plays in the financial lives of clients can help determine if they will be net winners or losers with more consolidation and more money in motion. Read more here -

The 10th annual PriceMetrix report examines an unprecedented year for North American wealth management.

06/01/2021

⚠️ Attention Link Advisors ⚠️ Did you know that your Advisor Document Library holds marketing materials that you can use with clients and prospects? Be sure to log in and see for yourself at https://hubs.ly/H0NbBfd0

Insurance customers want a selection of policies at reasonable prices. They also demand transparency, quality, and ease ...
05/29/2021

Insurance customers want a selection of policies at reasonable prices. They also demand transparency, quality, and ease of use.

There are many pros and cons to buying insurance online. While it reduces friction and provides a pleasant customer expe...
05/27/2021

There are many pros and cons to buying insurance online. While it reduces friction and provides a pleasant customer experience, buying insurance online is not always the appropriate option. Learn more here - https://hubs.ly/H0P0xSQ0

WFG Agents - join our workshop TOMORROW at 1:30 PM EST! We will be covering how to use our Link software for prospecting...
05/25/2021

WFG Agents - join our workshop TOMORROW at 1:30 PM EST! We will be covering how to use our Link software for prospecting. Seats are limited, so register here - https://hubs.ly/H0MLR9y0

Way to go, Lemonade! Transparency and trust are critical the insurance industry, as mentioned in
05/22/2021

Way to go, Lemonade! Transparency and trust are critical the insurance industry, as mentioned in

The New York City-based company made waves last summer with its debut on the New York Stock Exchange as the second public benefit corporation and B Corp to do so.

Link is more than a communication tool for advisors and their clients. Link is also an organic way to prospect. One of o...
05/20/2021

Link is more than a communication tool for advisors and their clients. Link is also an organic way to prospect. One of our , Angelina, loves using Link as a natural way to reach out to new clients. Visit our website to learn more - https://hubs.ly/H0MGPy60.

Address

830 A1A North, Suite 13/139
Ponte Vedra Beach, FL
32082

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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