A powerful tool to engage your clients.
Legacy's Life Management binder, customizable with your firm’s branding, enables independent wealth advisors, financial planners, and CPAs to offer clients a complete life management solution.
Whether presented as an add-on service or a thoughtful gift, the Life Management binder goes beyond a simple gesture—it’s a valuable resource that fosters ongoing engagement and strengthens client relationships over time.
“Introducing Legacy's Life Transition Plan to my clients has proven to be an invaluable resource for them and their families.
This thoughtful addition to our services has enriched our client relationships, providing peace of mind and comprehensive support during important life transitions.”
— Financial Planner