LegacyShield & Safe Money Broadcasting establish co-marketing arrangement enabling advisors to better engage and educate their consumers.
Jacksonville, Florida, February 26 - LegacyShield Solutions, Inc., a leader in providing a client-centric engagement solution to the insurance and financial services industry, enabling companies and advisors to build and protect their clients’ legacies through a digital growth platform, announces that Safe Money Broadcasting, a premier Internet and media publishing company for the financial services industry, is offering integrated services and pricing to their advisors.
LegacyShield helps consumers store, organize and share all of life’s most important information when others need it most. The platform comes with built-in tools such as MyVault, MyAccounts, MyWishes, MyLife Stories, MyBasic Estate, and MyFinancial View where consumers can consolidate all of their banking, retirement accounts, cash value life insurance and other financial information into one report. LegacyShield creates a place for clients to leave a gift for their loved ones in the form of information, memories, and stories.
Safe Money Broadcasting provides advisors with first-rate business building tools, including content marketing, branding services, public awareness, and more. In Safe Money Broadcasting’s flagship service, advisors have a “Swiss army knife” of financial content marketing to educate their clients, resulting in increased sales.
“I’m excited for this new relationship,” said Safe Money Broadcasting Founder & CMO, Brent Meyer. “We provide premium content and marketing support to our advisors, but many of the advisors do not have the necessary tools to optimize client engagement. LegacyShield fills that void.”
“LegacyShield’s strategic relationship with Safe Money Broadcasting makes perfect sense,” said LegacyShield’s Founder & CEO, Michael Babikian. “The LegacyShield team is devoted to providing the best platform for advisors to engage and protect their consumers while growing revenue. With Safe Money’s content and marketing know-how, advisors will now be able to enhance that engagement.”
Through this new strategic relationship, advisors receive discounted pricing and are able to have a complete solution, providing consumers with critical legacy-planning tools and educational material. Advisors also now have access to a comprehensive platform to market and grow their business, resulting in increased opportunities.
About LegacyShield
LegacyShield is a state-of-the-art, integrated, consumer-centric platform empowering financial service companies and advisors to grow their businesses, engage their consumers and protect legacies. LegacyShield is an experience that puts customers at the center by letting them choose how and when to connect with an aligned team of product manufacturers, distributors and agents.
LegacyShield helps customers organize their financial lives and tap into a digital network of offerings that help them prepare for the future while protecting their data through military-grade security. For more information, visit www.legacyshield.com.
About Safe Money
Founded in 2011, Safe Money Broadcasting (“SMB”) is an independent media and publishing company serving the guaranteed retirement and insurance space. Financial professionals nationwide have worked with SMB’s team to develop marketing and client education strategies, increase their annuity and insurance business, and scale their practices. SMB has no business ties or obligations to any insurance companies or brokerages, enabling financial professionals to stay independent. For information visit www.safemoneybroadcasting.com.
