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We Protect Your Client's Legacies

ZERO Marketing EXPENSE
RE-MONETIZE Your EXISTING Clients
SOLVE A NEED That EVERYONE Has

Solve A Need. 
Increase Business.

OneLegacy Advisors is ready to train and help implement this revolutionary strategy into your practice.

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    You are 1 step away from a process that could change the course of your business,

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.
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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.
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Resources

A One Stop Location to Access the Training Library, Sales Tools, Marketing Materials, Webinar Library and more.
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Estate Planning Trust

A Great Advance Planning Strategy that may Protect Assets from Creditors and Leaves a Legacy to be Remembered By Family.
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Why Choose 

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."

Jack M

Financial Advisor
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Knowledge

Our knowledge base is full of helpful documents to guide you through this process and increase sales.

Tools

Making this process as simple as possible.

Brochures

Illustrating solutions with carrier brochures.

Planning Guide

Visually assisting you with our Planning Guide.
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Training

At OneLegacy Advisors, we diligently focus on providing regular training sessions to continually improve the sales process.
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5 Reasons Why Your Clients Need an Estate Liquidity Plan

Be the relief that families deserve.

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