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The LegacyShield Blog

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Working from Home: Tips for Insurance & Financial Advisors

We’re all experiencing dramatic shifts in our lives due to the novel coronavirus pandemic. One of the most significant...

Stay Connected with Clients

Providing superior service has been and always will be the key to building your client base in the life insurance...

Long-Term Care Planning In the Digital Age

It’s impossible to create a sound financial plan without taking your clients’ health into consideration. That’s because...

Break the Rule of 66

As most financial advisors are aware, the “Rule of 66” refers to the percentage of the next generation who fire their...

Why Digitally Storing Legacy Plans Is the Future Of Life Insurance

Digital technology has vastly transformed nearly every industry, many of which have already adapted their models to...

Finding More Life Insurance Prospects Through Technology

Finding and converting prospects – we all know it’s critical to success in the life insurance industry. But prospecting...

Three Tips For Working With Millennial Clients

In our current world, generational lines have been drawn in the sand like never before. The buying habits, values,...

Insurtech: The Disrupted and the Disrupter

With technological disruption all around us, it’s a wonder more insurance companies aren’t readying themselves for an...

Go Beyond the Traditional Advisor-Client RelationShip

Regardless of your line of work, client base, or professional experience, connection is always key when building...