Use our revolutionary platform, Link, to deliver unparalleled protection for your clients with next-gen insights for you.
Free Basic Estate Plans
The growth package comes with 30 free basic estate plans and optional trust upgrades.
Keep the dialogue going with live messaging in Link. Communicate with your clients like never before.
Secure File Share
Save and share files privately and with ease. Your files will be safely harbored with Link forever.
Insight that you’ve never had before. We’ll display key reports from your clients’ accounts for you.
Growth PackageSpecial Offer
Offer your clients an experience that makes them want to work with you every day.
Link’s Lifetime Vault
- Share files with each other
- Post-dated file shares
- Comment on files
- Connect with family members
Bank Account Syncing
- View all accounts graphically
- Daily account updates
- Finances are always current
- Simplify account views
Insurance and Finance
- Create and share policies
- Connect with beneficiaries
- Organized and safe information
- Attached and organized files
Insights & Analytics
- Learn more about clients
- Receive client update alerts
- Win client trust
- Improve client engagement
Frequently Asked Questions
Yes, your subscription renews annually. Renewing allows your clients to maintain access to all the features in their Link account. However, there may be charges in year two for your clients to edit their plans.
The basic estate plan is free to customers with the special WFG package, but there is a charge for a spousal will and upgrades to the living trust product. Agents receive a platform fee payment for the spousal will and living trust upgrade. LegacyShield pays the estate plan platform fee directly to agents, and it does not count toward your points with WFG.
Even if you do not renew your subscription, your clients’ accounts will always be secure with LegacyShield. However, client functionality may be limited to only basic functions while their advisor does not have an active subscripiton.
No. Basic estate plans are included as part of the agent’s subscription. An agent now provides their clients a basic estate plan at no charge to the client.
You can access link from anywhere at link.legacyshield.com – which means that you can work in Link from your computer, tablet, or phone!