Legend Financial 2026 Advanced Markets Summit

After looking for a long time I found LFMS who was recommended to me by a friend. My experience with them can be described in three words : Dedicated, Efficient & Professional.

I will like to take a moment to express my gratitude to all  at LFMS for making a difference for my business, my clients and my team.

Looking forward to build many more success stories together!

“After getting out of the insurance for a little over 10 years, deciding whether to go back to being captive or becoming independent was a big decision I had to make. 

I decided to become an independent agent because it made more financial sense than going back to being captive. This particular choice came with the decision of deciding which FMO to use.

Legends FMS is a fully integrated FMO who can assist you with product design, critical updates on pending business, team oriented  culture, and appointments with top carriers which gives your business an competitive advantage to excel.

The ability to speak with anyone in the organization and get the same level of support is worth it’s weight in gold. Making the decision to become independent wasn’t an easy choice, but Legends has solidified that it was the the right decision. 

If you are on the fence on which FMO to use, give Legend FMS a call and hear what they have to say!”

I’ve worked with one of the largest marketing organizations in the country for the last decade. I needed someone I could call and talk to that would be a like virtual partner in the field with me. I know I can count on LFMS to help me close deals, to keep me informed, and to follow my pipeline as closely as I do.

We have been working with Jon and his team at Legend for several years. Legend works in a timely manner ensuring we have everything needed, as we rely on them for product knowledge, facilitating paperwork, following through and getting contracts processed with companies. Every person we have worked with at Legend are professional, helpful and friendly. We highly recommend Legend!

The Legend team is highly experienced group of dedicated professionals who really care about the producer. That is why I place my high net worth clients with Legend.

I have been doing business with the team at Legend for more than 10 years, including Life Insurance, Fixed annuities, and other lines of business.  Each one of them are true professionals in their industry, whether it be new illustrations, product selection, processing, or licensing.  If you’re thinking about changing your FMO, why look anywhere, than Legend.

Thank you to Mark, Jon, Mike, Joe and the rest of the team.  Many more years of continued success.

As President of Strategic Wealth Partners, I have worked with  many FMO’S over my 48 year career. I have known and worked with Jon Bussert of Legend Financial for over 25 years and I believe he has brought to the financial advisor market something really unique. I can always count on Jon and his team to bring the “Best in Class” to the table which always puts me in a favored position when working with my clients.

Jon and the staff at Legend are extremely knowledgeable about the ever changing annuity markets.  Jon and Mike will tailor a solution to your clients specific needs.  I have been working with Jon for over 10 years and he has liberated me as an advisor from previous stale solutions I had been using for too long.  The Legend staff will handle issues that may arise with your cases, directly with the carriers. Legend has made my business and life easier.

Legend Financial is critical to my success as a financial advisor.  I consider them my back office providing product research, strategy options, forms and materials, all the necessary information to meet my client’s objectives and requirements.  The staff, led by Jon Bussert, is always responsive and most willing to tackle both the easy as well as the complex.  They produce sound, superior results that are client and advisor driven.  They provide top notch service throughout the entire process from strategy to product approval and delivery, allowing me to focus on face to face client relationship building.  Legend Financial is a value added service raising my credibility and trust relationships with clients and network professionals.

“We have been extremely satisfied with the level of expertise with Legends FMS. They are innovative and always making sure they put the client in a better situation. The options they have available make Legends FMS attractive to use.”