Empowering Businesses. Protecting People.
Attract & retain top talent while giving them powerful financial protection — all with no added cost to the employer.
One trusted resource for business and family needs.
Legacy360 works with companies, employees, business owners, individuals, and families at different stages of financial life. Each service can stand alone or connect with the others when needs overlap.
Empowering Your Financial Future
What Is Legacy360?
Legacy360 offers a modern solution that empowers employers and employees from life’s risks and builds tax-free retirement income for everyone — using our proven SCORE Solutions platform.
The Legacy360 Advantage
Legacy360 brings together three best-in-class benefit solutions that most providers offer separately, if at all.
What Makes Legacy360 Different?
No-Cost Employee Benefits
Help qualifying companies improve benefits through an applicable Section 125 structure with no direct program cost.
SCORE
Recruit, reward, and retain valuable employees through carefully designed financial strategies.
Living Trusts
Nationwide, attorney-led estate planning delivered through a guided concierge process.
Income Strategies
Consider taxes, longevity, market exposure, protection, and reliable future income.
Coordinated guidance from the first conversation forward.
Start with your priority.
Employee retention, take-home pay, protection, retirement, estate planning, or succession.
Get specialized help. SCORE
The appropriate professional handles the technical, legal, benefits, or insurance conversation.
Keep the process moving.
Our team assists with scheduling, information gathering, documentation, implementation, and follow-up.
Why Employers Love It
- No out-of-pocket cost to the business
- Loyalty-based compensation structures
- Strong retention & recruiting edge
Why Employees Want It
- Tax-free retirement income
- No 59½ penalty, no market loss
- Living benefits for illness or injury
- Legacy protection for family
The Legacy360 Advantage
- Custom-fit, portable benefits
- Coverage stays through retirement
- No contribution limits or compliance headaches
Perfect For
- Business owners
- 1099 contractors
- Employees of all ages
Recruit, Reward and Retain Your Best Employees
A way for employers to attract, motivate, reward, and retain their top talent.
What Our Clients Are Saying
"Legacy360 explained everything in a way that made sense, and now I feel more confident about my financial future. It’s a game-changer.."
— Lorraine Wilder
HR, Regent Group, Inc