Client Portal

Please contact us if you have questions or need help with your portal.

This area is reserved for Legacy 360° Clients

Please register below for access. Contact a member of our team for questions.

After registration, a member of our team will approve you. Depending on the time of day, this process could take up to 12 hours. Please check your “junk” folder if you do not receive the link. Depending on your email provider, you may need to allow emails from info@legacy360fwm.com

 
  • Client
  • First Name

  • Last Name

    • Allianz
    • American Equity
    • Charles Schwab
    • EquiTrust Life Insurance Company
    • Fidelity Guaranty (F&G)
    • MassMutual Ascend (Great American)
    • Midland National - Annuity & Life
    • North American - Annuity & Life
    • Oceanview
    • Sentinel Security Life
    • Silac
    • The Standard
    • Western United Life Assurance Company (Manhattan Life)

 

Verification

Already a Member? Login Here.

Let our experience be your guide 

Get your Complimentary Financial Review

Scroll to Top

Upload Documents

Click or drag files to this area to upload. You can upload up to 10 files.