Why buy from Legacy Footprint... Our system is turnkey and client ready. Choose the Legacy Footprint brand of items for quick and easy delivery or customize the system with your logo and color scheme. Show your clients how much you appreciate them by providing this added value!
Our products... We offer each of our items a la carte.
The Bill Pay Footprint is one document within the complete system. Join our email list and receive it free today!
This is a complete set of individually labeled hanging folders.
We begin with an overview section that has a place for your business card that is immediately visible and includes the Bill Pay Footprint, Digital Footprint and the Estate Footprint.
Each of the color coded sections contains sub folders for specific focus areas.
Individual documents included are: Know Your Employee Benefits, Legal Facts, Identity Theft at Death and How to Write a Legacy Letter.
Insert the file folder system (sold separately) into the Legacy Footprint File Box and start organizing your important documents immediately.
This is light weight and easy to carry and store.
The fireproof safe is specifically designed to hold hanging files.
It has a key entry system and is waterproof.
Insert the file folder system (sold separately) into the safe and secure your important documents today.
Custom Set Up Fee and Design - $150
A one time set up fee must be included for all custom brand items. This fee will include inserting your camera ready logo, color scheme and broker dealer disclosure (if necessary) into all supporting documents provided within the system.
A draft proof will be provided upon request for compliance submission purposes.*
Also included for this fee is the set up of the file box, file safe and folder logo stickers.
When purchasing the Custom Set-up Fee and Design, allow 1-2 weeks for proof ready pieces that can be used to submit to your compliance department if needed.
*Please note that although all content has been approved by various broker dealers. We can not guarantee approval. Once you complete the waiver release and agree to the final draft please allow up to 2-3 weeks for delivery of purchased items.
Folders are branded with your company logo and color scheme. Individual documents that are branded for you include: Bill Pay Footprint, Digital Footprint, Estate Footprint, Know Your Employee Benefits, Identity Theft at Death, Legal Facts, How to Write a Legacy Letter.
Everywhere you see the Legacy Footprint brand above, your logo and matching color scheme w appear.
Something to consider... If you are interested in the plastic file box or fireproof safe and would like to save on shipping and handling, we have options!
We will provide ordering instructions for you to order these generic items direct from our supplier. You can then order the logo stickers that adhere to both the box and the safe and adhere the labels in your office.
We would love to discuss quantity discounts and how we can help you provide value to your clients. Contact us today with questions and to begin your order! email@example.com
Content created by Clarity By Design, LLC