Hit enter to search or ESC to close
LegacyShieldLegacyShieldLegacyShieldLegacyShieldLegacyShield
  • Home
  • Solutions
    • Link
    • LegacyLife
    • MyBasic Estate
  • About Us
  • Blog
  • Contact Us
  • Login
Tag

insurance book of business Archives – LegacyShield

client dataInsuretech & Technology

The Advantages of Having Client Insights for Insurance Agents

Data is the key to survival in the insurance industry today. Customers expect their advisor…
Dan Pierson
Dan PiersonDecember 23, 2020
Insurance News

3 CHALLENGES INSURANCE BROKERS FACE IN 2021

This year is certainly one for the history books – and that includes the insurance…
Heather McKee
Heather McKeeDecember 13, 2020
Prospecting

The Best Way for Advisors to Connect: Introducing Link Product Updates

Investing in your business is the best way to increase the chances of success. All…
Dan Pierson
Dan PiersonOctober 28, 2020
Beneficiaries

Insurance Agents: Do You Have a Bridge to Beneficiaries

Humans tend to focus on the present. This tendency to prioritize short-term goals over long-term…
Krystal Lockwood
Krystal LockwoodOctober 21, 2020
Referral iconProspecting

Insurance Sales ROI: Are you doing the right math?

As an insurance advisor, lead generation must consistently be on your mind. Having an efficient…
Dan Pierson
Dan PiersonSeptember 30, 2020
SandwichProspecting

Successful Insurance Agents Love the Sandwich (Generation)

Generations are a common topic of analysis in the insurance industry. From Baby Boomers to…
Dan Pierson
Dan PiersonSeptember 23, 2020
Unlocking Success for Insurance AgentsSuccessful Insurance Agent

Unlocking Success for Insurance Agents

There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal…
Dan Pierson
Dan PiersonSeptember 2, 2020
Link by LegacyShieldDigital Workspace

Let’s Link – Collaborate with clients in a secure virtual workspace

As a leader in life insurance technology since 2014, LegacyShield has provided insurtech solutions that…
Dan Pierson
Dan PiersonJuly 22, 2020
Lead GenerationProspecting

Insurance Lead Generation

Lead generation and networking for referrals are the foundation for building and growing your book…
Dan Pierson
Dan PiersonJuly 15, 2020
Successful Insurance Agent

Why Insurance Agents Should Care About Collaboration

Policyholders are looking for more than just a policy these days. Customers want an insurance…
Dan Pierson
Dan PiersonJuly 3, 2020
Insurance TechnologyInsuretech & Technology

How Insurtech Can Differentiate Insurance Advisors

Life insurance advisors must continue to find new clients to survive and thrive. But in…
Krystal Lockwood
Krystal LockwoodMay 20, 2020
LegacyShieldLink

[Q&A] Trust the Process: Life with LegacyShield

Maintaining and growing your client base is always on your mind as a life insurance…
Krystal Lockwood
Krystal LockwoodApril 29, 2020
1 2 Next

Trending Posts

  • Solving The Last Mile for Life Insurance Advisors December 2, 2020
  • Break the Rule of 66 March 11, 2020
  • 3 CHALLENGES INSURANCE BROKERS FACE IN 2021 December 13, 2020
  • Insurance Advisors: Dress for (Online) Success August 12, 2020
  • Life Insurance Trends 2020 July 1, 2020

Tags

client engagement Data security digital workspace financial advisor tips for success insurance book of business Insurtech life insurance advisor Millennials online insurance sales

Activate Connectivity

Our singular focus is to enable the life insurance industry to grow through client connectivity and digital distribution

Welcome to LegacyShield.

Made with love in Jacksonville, FL

Resources

  • Blog
  • Privacy Policy
  • Terms & Conditions

Company

  • About Us

Product

  • Link
  • LegacyLife
  • MyBasic Estate
  • Solutions

Copyright © 2020 LegacyShield® All rights reserved.

  • Home
  • Solutions
    • Link
    • LegacyLife
    • MyBasic Estate
  • About Us
  • Blog
  • Contact Us
  • Login