Legend Financial 2026 Advanced Markets Summit

Legend Financial is proud to present our Annual Advanced Markets Summit, designed exclusively for experienced, independent advisors that are serious about growing their business and delivering exceptional value to their clients. This premier event brings together top advisors and emerging leaders in life and annuity production for high-impact education, strategy and collaboration.

Why Attend

• Gain actionable insights on advanced markets concepts, case design, and income planning.
• Access limited-distribution, high-margin products only available through Legend.
• Collaborate with top-performing advisors and share strategies for success.
• Experience concierge-level support that streamlines complex case planning.
• Learn practical, applied techniques that elevate your practice beyond products.

Who Should Attend

• Experienced independent insurance agents and financial advisors
• Advisors seeking strategic guidance and hands-on case support
• Professionals focused on long-term growth, client retention, and building assets under management

What Makes Legend Different

• Limited-Distribution Products: Unique solutions you won’t find everywhere
• Dedicated Case Support: Expert guidance on your most complex client scenarios
• Concierge-Level Service: Direct access to seasoned professionals, not junior reps
• Relationship-Driven: Selective partnership with high-performing advisors
• Proactive Education: For leading with value, not just selling products

Click here to review the Event Policies