Partner FAQs

No. Legacy as a Benefit^® is not a broker and does not compete for client relationships. Our role is to help design and implement the solution so you can strengthen the value you deliver. Your relationship remains intact and respected.

You do. LAAB does not replace the trusted advisor or intermediary. We operate as a behind-the-scenes system that can help support your relationship, not disrupts it.

Compensation is determined based on the role played in introducing, supporting, or collaborating on a client engagement and is governed by applicable broker-dealer, carrier, and regulatory guidelines. All compensation terms are disclosed and agreed upon in advance, consistent with firm policies, and may vary depending on the structure, products used, and services provided. No compensation is guaranteed, and all arrangements are subject to approval by the appropriate supervisory entities.

No. This is not something you need to actively manage or track day to day. Legacy as a Benefit^® handles the setup, education, and ongoing support. You’ll receive updates and clarity without complexity.

Your role is to identify fit and make the introduction. LAAB handles design, education, implementation, and ongoing support. You stay involved at the relationship level without carrying administrative or technical burden.

That’s common. Legacy as a Benefit® is designed to work alongside existing advisory teams, not replace them. Our role is additive and collaborative, respecting each professional’s lane.

Yes. LAAB is a flexible framework, not a one-size-fits-all product. It integrates cleanly with existing planning, tax, and advisory models.