Stay in front of your clients by co-branding their legacy planning dashboard!

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Digital Strategy Partnerships
Securian Financial

"LegacyArmour’s innovation enhances communication between financial advisors, their clients and clients’ children,” and addresses the issue of unclaimed life insurance benefits."

Sal Sofia
President
IQS Insurance

"The insurance and financial services industry has never before had an innovative and strategic sales mechanism like this. LegacyArmour has done something unprecedented to changed and improve the way insurance is being handled."

John H.
CTO/Senior Vice President
Sungard Systems

"LegacyArmour is a brilliant and much needed service. It helped with our business readiness & succession planning. It is one of the most innovative services I've seen in a long time!"

A fully automated platform designed to empower you and your business

Collaborate Effectively with your clients using the built-in tools provided.

Strengthen your client relationships and start a relevant new conversation.

Differentiate Yourself from the Competition.

Key Features

Track your client's progress so you can stay in touch and offer additional services.

Estate planning templates included with step-by-step guides for your clients' convenience.

Customizable life insurance quotation tool offering preferred insurance products to your clients.

Co-branded health cards provided for your client with a link to their health directive.

A life planning checklist to ensure that your clients have protected all their essential information.

Encrypted storage with life monitoring and automated delivery of your client's protected information when the time is right.

Pricing Plan for All Firms

We're flexible and will customize a plan for everyone from a sole proprietor to a multi-national firm.
Pay as you go
  • Pay per client as your business grows or have us bill directly
  • Track client usage and progress
  • Starter cobranding

Premium
  • Give LegacyArmour to unlimited number clients
  • Track client usage and progress
  • Enhanced co-branding
  • Refer new leads to your business through our referral network

Frequently asked questions

How secure is LegacyArmour?

Very secure. Our system is built so that your data is encrypted before being uploaded. Only you and your recipients have the keys to decrypt it. This way, your unencrypted data never travels on the internet and cannot be intercepted. Nobody else can decrypt the Vault, not even us.

How does your life monitoring work?

We monitor the well-being of an individual in two ways. The first method is automatic: we check the person’s SSN against the social security master death file. The second method sends you a “heartbeat” through text message or email, on a schedule you can customize, and expects a response. Failure to respond three times triggers the release of the Vaults.

What is your advisor referral network?

As a Premium advisor, LegacyArmour will add you to its advisor referral network so that when clients signup on their own using our individual offering, they are given the option to contact an advisor. We will refer ones who reside geographically within your area.