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Welcome to the LegacyShieldSM Training Portal

Discover how you can help your clients get more out of LegacyShieldSM to protect their families

By helping clients protect what matters most to them you will build closer relationships as their trusted advisor.
But to achieve that, you first need to have an inside-out understanding of everything that LegacyShieldSM does and how it benefits your clients...

And start helping your clients sooner

Training will include:

Training

A full demo of LegacyShieldSM, highlighting all of its key features:

  • Vault - for securing important documents
  • Admin section - for storing key online & offline account information
  • Final wishes section for communicating the awkward stuff
  • Life story for all the memories and stories people want to preserve
Training

Explanation of how each feature enhances your clients sense of security and peace of mind, and protects everything important.

Training

Overview of LegacyShieldBuilder highlighting the extra features it provides:

  • Estate planning documents templates
  • Learn the types of questions to ask your clients to uncover sales
  • 10 Solutions LegacyShieldBuilder provides
  • Protect more families
Training

Full explanation of who needs what: which clients need the extra functionality and tools that Builder provides.

Training

An introduction to the Advisor Portal

This will help you provide you with a thorough understanding of LegacyShieldSM.

Why Register Now?

The sooner you register and attend your webinar the sooner you will be able to start helping your clients protect their families.

Not only that, you will also receive:

  • A free whitepaper on digital assets - to educate yourself and your clients
  • A special promotional discount on your own advisor seat
  • Coupon for limited-time discount on LegacyShieldBuilder

What Happens Next?

  1. Register for the free training
  2. Receive an email with details of training
  3. Receive a second email with:
    • Instructions for signing up to your own advisor portal
    • Discount coupons for clients who sign up to LegacyShieldBuilder
  4. Attend your webinar and then start signing clients up through your advisor portal

Not finding the right training for you or your team?

No problem, we can customize a training session just for you or your team.


And start helping your clients sooner