A program designed to support the efforts of estate attorneys, financial advisors, wealth managers, insurance professionals, and financial planners like yourself.
LEO PRO is a value-added service you can provide to your clients to assist them in planning and finalizing their personal life and estate plans.
LEO is a comprehensive, secure, digital organizer that is easy to use and designed to walk individuals through the process of documenting their personal belongings, family history, end-of-life wishes and more. All the life and estate information that will be needed should your client become incapacitated or pass away.
LEO helps your client ensure their full wishes are realized, provides a platform for them to leave a life legacy to their loved ones and makes for a quick and concise estate settlement.
A LEO-PRO License helps you and helps your clients – here’s how:
A LEO PRO License grants you the legal right to resell LEO to your customers. For a small annual licensing fee, you can provide a valuable tool to your clients, have access to the full complement of LEO promotional content, and improve your client relationship. As LEO updates occur, there are no upcharges for the new content.
LEO licensing is agreed to in 5-year increments. The initial fee is $700.00 for the license and $350.00 per year for five years. The $350.00 amount is payable at the end of each of the five years.
If the account is terminated any time during the licensed period, final payment would extend to the end of the fiscal year termination occurred and no partial payments of the $350.00 annual fee nor the $700.00 licensing fee would be credited.
Contact the LEO team today to discuss this valuable program and how best to implement it for your customers.