A platform to power loyal relationships and new business between carriers, advisors, and their clients.Learn More
You'll always be apprised of what’s happening and what’s important with your consumers and advisors through LegacyShield's connectivity drivers.
Founder - LegacyShield®
Remove the barrier of connecting with your consumers through their advisor. LegacyShield® creates a community, driving new connections and opportunities.
Don't let your legacy systems limit the customer's experience
Eliminate friction from delivering insurance policies to customers while benefiting from a dynamic and continuous feedback loop after delivery.
Collaborate with customers in real time to remove obstacles in the way of their insurance purchasing decisions.
Make an impact on your customers by putting products in front of them based on their comprehensive profiles.
The channels between carriers, distributors, and consumers have finally been bridged in an intuitive network.
Continue to deliver on your existing relationships with new products and continuous stewardship of old products.
Consolidate all your bank accounts, retirement accounts, cash value life insurance, credit cards and more into one combined view.
Life Administration makes things easier for you when you are alive and takes the stress away from the family when you are not.
Whether it be a life lesson, a memorable moment or a funny story, your family deserves to know.
From insurance policies to your marriage certificate, keep all your important documents organized and accessible today, tomorrow and when you are no longer here.
Eliminate stress and provide certainty by documenting your wishes for your family.
We Just Sent You An Email To Update Your Account Username and Password.
Please Go To Your Email To Update Your Account Information And Access Your Account.
We have updated our site. In addition to a refreshed look and improved functionality, we have also updated our security. Security is something that continues to evolve and requires constant improvement. Our security enhancements are a proactive step to take advantage of new tools and methods to protect your data. Please rest assured there are no known threats to anyone’s data. As a result of these security enhancements, all users are required to setup a username, that is not an email address, and reset their password.
Once you setup your new username and new password you can log into your account.
We appreciate your understanding as we strive to provide you with the best possible experience on LegacyShield.
For security reasons, LegacyShield is optimized to work best with current and up to date browsers. Please make sure your browser is at the current version available by the vendor. Visit the browser's website and follow the instructions to update it. An out of date browser will affect your LegacyShield experience.