We Protect Your Client's Legacies
ZERO Marketing EXPENSE
RE-MONETIZE Your EXISTING Clients
SOLVE A NEED That EVERYONE Has
Solve A Need.
OneLegacy Advisors is ready to train and help implement this revolutionary strategy into your practice.
See How This Is Done
Don't take our word for it. Watch our most recent webinar to see exactly how to implement our game changing process into your practice.
Simple. Important. No Cost.
OneLegacy Advisors' sole purpose is to create a seamless process for re-monetizing your current book of business, while providing a solution that EVERYONE needs.
Funeral Expense Trust
A Great Pre-Planning Strategy that pays Final Expenses and Protects Assets from Creditors and Medicaid Spend Down.LEARN MORE
A One Stop Location to Access the Training Library, Sales Tools, Marketing Materials, Webinar Library and more.
Estate Planning Trust
A Great Advance Planning Strategy that may Protect Assets from Creditors and Leaves a Legacy to be Remembered By Family.LEARN MORE
With over 50 years of combined experience in retirement planning, we are confident that we can help you increase business and provide immense value to your current clients.
We are a trusted source for thousands, see what a few of them have to say:
If you think this quote it just marketing hype, contact OneLegacy Advisors to speak with me directly.
"OneLegacy Advisors helped me implement a new sales process that I didn't even think of! I didn't have to spend a dime and I was providing a huge value to both my existing clients and new clients!
My annuity business has increase and I added an additional revenue source I didn't even think of."
Our knowledge base is full of helpful documents to guide you through this process and increase sales.
Making this process as simple as possible.
Illustrating solutions with carrier brochures.
Visually assisting you with our Planning Guide.
At OneLegacy Advisors, we diligently focus on providing regular training sessions to continually improve the sales process.
5 Reasons Why Your Clients Need an Estate Liquidity Plan