No | Text |
1 | Check out the next amazing pillar - my life stories |
2 | Check out the next amazing pillar - financial view |
3 | Check out the next amazing pillar - my wishes |
4 | Check out the next amazing pillar - life administration |
5 | Check out the next amazing pillar - my secure vault |
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1 | A platform to digitally store and deliver all of life's most ımportant ınformation |
2 | There's a new way to preserve what's yours |
3 | Our founders have spent their careers helping advisors protect millions of families |
4 | Our family protecting yours |
5 | Open and honest communication |
6 | Our singular focus is to enable the life insurance industry to grow through client connectivity and digital distribution |
7 | Financialview |
8 | Simplify your financial life and view all your information in one financialview |
9 | Life administration |
10 | Organize all your different accounts, subscriptions and members***ps |
11 | My life stories |
12 | You have a unique story to tell. make sure to preserve it. |
13 | My secure vault |
14 | More secure and protected than fort knox |
15 | My wishes |
16 | They are your wishes - you should make them |
17 | Get started by selecting one of the following options |
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1 | Need help? |
No | Text |
1 | Organization |
2 | Automation |
3 | Distribution |
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1 | Works with over 18,000 financial inst**utions |
2 | Create budgets |
3 | Set goals and track net worth |
4 | Analyze and manage expenses |
5 | View top holdings and performance |
6 | Allows for manual tracking of art, jewelry and other a***ets |
7 | Organize your accounts by category |
8 | Ensure your family knows about all your accounts |
9 | Use the to-do list to manage tasks |
10 | Unlimited storage and entries |
11 | Pa*** on valuable life lessons |
12 | Help future generations learn from your past experiences. |
13 | Story prompts to help you get started |
14 | Developed in collaboration with a neuroscientist and sociologist |
15 | Share individual stories, an entire chapter or your entire life story with your recipients |
16 | Upload pictures to your stories |
17 | Fully encrypted down to the file name |
18 | Share doc***ents now or set future sharing rights based on a trigger event |
19 | Attach notes to complement the saved files |
20 | Unlimited storage |
21 | Organize doc***ents by category |
22 | Reference where original doc***ents reside (a must for estate planning doc***ents) |
23 | Doc***ent what you want and change your mind as often as you want |
24 | No need to have uncomfortable conversations with your family |
25 | Provide clarity as to the type of service desired, who should attend and any special bequests |
26 | Your loved ones will know exactly what you want when the time comes |
27 | ı’m an ındividual |
28 | ı’m an advisor |
29 | ı’m an enterprise |
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1 | Trusted by ınsurance companıes, dıstrıbutors and advısors |
2 | ıt's your legacy |
3 | As seen on |
4 | Why legacys***eld® |
5 | Meet our team |
6 | Michael babikian |
7 | Dan pierson |
8 | Christoper l. haley |
9 | Kevin higginbotham |
10 | Heather mckee |
11 | Michael muench |
12 | Rob rung |
13 | Krystal lockwood |
14 | Kyle blagg |
15 | Josh smith |
16 | Hoi o'leary |
17 | Matt pendleton |
18 | Patrick morris |
19 | Our culture |
20 | Advisor |
21 | Enterprise |
22 | Legacys***eld |
23 | Financialview features |
24 | Life administration features |
25 | My life stories features |
26 | My secure vault features |
27 | My wishes features |
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1 | New Way |
2 | $80 billion |
3 | Welcome to the better way. |