Maximize your Life!

Empowering Your Financial Future

Legacy360 helps organizations attract and retain top talent by providing benefits that safeguard employees from financial, health, legislative, and tax-related risks—through every stage of their careers and beyond.

Could Your Tax Bill in Retirement Be Too Big?

If you’ve saved in a traditional IRA or 401(k), your taxes are waiting. But with smart planning, you could reduce—or even eliminate—those taxes in retirement. Yes, 0% is possible.

A Benefit Program That Helps Employers, Employees & Individuals

We Help Employers

Stand out from your competition by providing a cutting-edge benefit that improves employee recruiting and retention.

We Help Self Employed

Solutions that protect you and your family from life’s risks like critical illness and untimely death.

The Legacy360 Difference

Cutting-edge benefit opportunity that does more than provide a tax-free retirement plan.

What Makes Legacy360 Different?

The SCORE Plan helps with major life expenses like homebuying, medical bills, college tuition, and retirement. Unlike traditional plans, it offers market protection and penalty-free access—making it a more flexible and secure option for employees.

The SCORE Plan avoids Social Security taxes, has no contribution limits or compliance fees, and offers stronger benefits for illness or injury—plus those benefits stay with you in retirement. It also helps companies attract top talent with personalized, lasting coverage.

The SCORE Plan helps attract top talent and keep them, offering benefits that boost satisfaction and retention—making it a smart move for any employer.

About Legacy360

Legacy360 helps U.S. businesses attract and retain top talent by offering innovative, no-cost benefit solutions that protect employees and build tax-free retirement income. Our flagship SCORE Solutions platform is designed to:

Legacy360 helps businesses attract and keep top talent with no-cost benefits that protect employees and build tax-free retirement income. Its SCORE Solutions platform offers market-protected savings, portable benefits, and coverage for life’s major risks—without contribution limits, fees, or tax penalties. It’s a smarter way to support employees through every stage of life.

Legacy360 has no contribution limits, compliance fees, or taxable withdrawals. It's a smarter, more secure way to prepare for the future—at zero cost to employers. Whether it’s buying a home, paying for college, or planning for retirement, Legacy360 supports employees through every stage of life. No cost. No risk. Just real results.

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Benefits of Legacy360

COULD YOUR TAX BILL IN RETIREMENT BE BIGGER THAN IT NEEDS TO BE?

If you’ve saved in a traditional IRA or 401(k), your taxes are waiting. But with smart planning, you could reduce—or even eliminate—those taxes in retirement. Yes, 0% is possible.

When Legacy360 creates a win–win, both employers and employees gain real benefits that boost financial security, stability, and satisfaction.

Employers Advantage

Set yourself apart with a modern benefit that strengthens hiring and retention.

Employers Advantage

Protection for you and your family against life’s unexpected risks, like illness or loss.

SCORE Advantage

A next-level program that goes beyond tax-free retirement planning.

Helping Those Who Outlive Retirement

Protection for Those Who Develop an Illness or Injury

Helping Your Family in Case of Untimely Death

What Our Clients Are Saying

"I had no idea a benefit like this even existed. Legacy360 explained everything in a way that made sense, and now I feel more confident about my financial future. It’s a game-changer.."

— Lorraine Wilder

HR, Regent Group, Inc

Contact us

We look forward to YOUR SUCCESS!
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