Marketing Programs

Every market is unique. Legacy Financial Partners creates specific products for it’s agents so that no opportunity is lost to make a first and lasting impression on your clients. Legacy Financial Partners will develop your brand the way you want to be seen, and the way that others will see you. Products for tomorrow, ready for today.

Legacy Financial Partners marketing programs are built with you and your business goals in mind. Our marketing strategies, programs and services were designed with the flexibility to move with you in the direction you want to take your business.

College Funding

As the cost of college skyrockets consumers are seeking out solutions. Our college funding program gives you the ability to offer your clients up to $41,000 of scholarship funds just for setting up a college plan with you.

Social Security

With nearly 10,000 people turning 65 every day social security planning is becoming increasingly important to the clients you work with. Our Social Security platform offers a variety of ways to generate prospects interested in social security planning as well as a number of agent tools including software, sales material, and marketing collateral.

Retirement Analyzer

Retirement Analyzer software gives you the ability to provide your clients with a clear concise picture of what retirement will look like for them. Put your clients minds at ease and take the guesswork out of their retirement plan.


Find out how Legacy Financial Partners works for you.

Want to know more about Legacy Financial Partners and what we can do for you?
Call Us Toll Free Today: 877-614-0141 or Email Us: info@legacybrokerage.com.