Increase Your Client Acquisition by
10X in Only 12 months!
3 Options to Service Your Client
Must be An Active Levinson Agent to Register at No Additional Cost
Provide us with your own business widget and we will embed it in your client's dashboard with your contact information displayed & visible to them so they can reach you beyond your initial engagement with them.
Help them protect their assets then get notified if they need new insurance policies, financial plans or even when a life event takes place . Our "Contact My Advisor" feature gets them in touch with you with ease and privacy.
When you setup your client with our platform, you designate the future recipients of the their assets in case something happens to them. These recipients are warm leads who already know you and trust your offering.
Use LegacyArmour as a sales enablement tool and watch your funnel fill up with more qualified leads when you offer LegacyArmour to your clients. They will quickly realize that your goal is not only to have them buy an insurance policy, but to help them protect it making sure loved ones have access to it if something happened to them!
Watch the video below to learn what features your clients will get when you bundle LegacyArmour with your services!
"LegacyArmour’s innovation enhances communication between advisors, their clients and clients’ children, and addresses the issue of unclaimed life insurance benefits".Securian Financial
Digital Strategy Partnerships
We designed our system to be easy to use. Anyone who knows how to use a simple computer can use our product, and everything is on an annual basis.
There are many ways to keep your brand in front of your client even after they have completed their engagement with you:
1. LegacyArmour will display your contact information within the client dashbaord.
2. The insurance quoter tool will be automatically configured to point your clients back to you for more business.
3. When information is delivered to your client's recipients/beneficiaries, they will receive your contact information.
We use what is known in the industry as “Zero-knowledge, end-to-end” encryption. We cannot decrypt your information as we are using encryption standards similar to what is used by the U.S. Government to secure information. We treat our clients' information as such and want to ensure everyone's privacy is protected.
Yes, most people see the value of the LegacyArmour vaults right away and want to use them. In short, this will work for you if you are:
1. Just starting out and are looking for ways to attract your core base of customers.
2. Looking for ways to accelerate your business growth by using warm leads.