Level up your career with Legacy Plus

Discover a new approach to a proven model that will
revolutionize your business.

Introducing Legacy Plus

Hear what others are saying

about Legacy Plus . . .  

“Legacy Plus can generate significant tax-free income, significant benefits, legacy for their families, their trusts, and their charities, and impact for generations.”

Dan Cunningham
CFN Managing Partner

“I call it a Swiss army knife, just because there are so many different applications for it.”


Stan Miller
Pinnacle Legacy Law Managing Principal

“You probably heard the cliché, ‘It’s too good to be true.’ It’s really not. It’s a really good program. You have to believe in what it’s going to do for you.”

Eric Offenbacker
CFN Financial Advisor

You’re invited to two special events

Learn more about Legacy Plus, then discover how to practically activate its potential.

Legacy Plus Webinar

    • 45-minute virtual event
    • August 2nd, 11 am CT
    • Hear from industry thought leaders
    • Become familiar with the basics of Legacy Plus
    • Get the ball rolling toward introducing Legacy Plus in your practice

Legacy Plus Workshop

  • Half-day (10 am – 1 pm), in-person event
  • Hear firsthand, in-depth insight from experts
  • Receive personalized guidance
  • Learn the step-by-step process of launching Legacy Plus
  • Schedule:

> September 19, 2023 Houston, TX
> September 20, 2023 Dallas-Fort Worth, TX
> September 21, 2023  Dallas, TX