The Legend difference

Legend has been working with Broker Dealers for over 10 years and with registered reps for over 20.  We understand the complex solutions that are available to registered reps and understand where those solutions fit inside of a client portfolio.  We also understand that risk management and estate planning is a vital component of the overall investment planning process.  Utilizing risk management tools, from an insurance and annuity product standpoint, can be a daunting task for advisors that have traditionally focused on stock, bond and mutual fund investments for their clients.  We can help these advisors transition their practice into a more holistic one.  One that will enhance their relationship with their clients, grow business for themselves and the broker dealer, and all while providing generous revenue share opportunities with the firms with whom we are approved on their platform. 

Concerned about Reg BI?

We have been providing best interest solutions to registered reps throughout our careers.  We understand where insurance and annuity products fit in a client portfolio.  We do not push products, we are problem solvers.  We have every tool available to make sure that your advisors are making the best possible recommendation to their client.  If it is insurance or annuity related, leave it to us.  We follow your business rules, suitability and new business requirements and provide complete transparency, in real-time, to your management team delegates to provide the comfort and security you need to feel confident about choosing Legend as a partner. 

Please reach out to us so we can provide a demo of our platform, relationship opportunities and database management system that will allow you to feel empowered in your choice to partner with us.