Are you ready to learn about the new software program, Link, that will SUPER-CHARGE your business?
LegacyShield designed a new software package specifically for WFG Agents which:
- Enables you to offer a unique value-driven solution to your clients that no other agent can
- Helps you get in front of more prospects and make more sales
- Provides client insights and allow you to communicate more effectively
- Facilitates seamless sharing of files, policies, and other information
Imagine Providing Every Client With An Estate Plan
Our Link Software Includes
Insurance & Finance
Help your clients keep track of all their insurance and financial information. Easily share policy details with clients and their family.
At a glance:
- Life Insurance policies
- Financial Accounts
Enable your clients to keep up-to-date with current balances on their insurance and financial accounts.
- Thousands of major institutions
- Real-time updating
- Financial Snapshots
Wishes & End-Of-Life
Reduce client stress and anxiety while putting yourself in the "go-to" advisor role.
- Absolute clarity
- Reduce family confusion
Collaboration & Messaging
Advisors who communicate with clients more frequently sell more products.
At your fingertips:
- Direct messaging
- Collaborate on insurance policies