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LEGACYADVISORY FIRM
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VIP Multi-Income Experience

The Legacy Private Suite

The Legacy Private Suite is our elite VIP business-building experience. Designed for visionaries building multiple income streams, scaling offices, and creating generational wealth. Includes 1-on-1 private coaching directly with Roberta Roberts, Service Bureau licensing rights, team development, credit education & restoration division training, and 24/7 VIP priority support.

Investment

$1,999

One-time enterprise investment

The Legacy Private Suite software package
VIP Elite
No Revenue Share REVENUE SHARE
EFIN required REQUIRED
PTIN REQUIRED

Everything in

Your Legacy Private Suite package

A complete business-in-a-box. Below is the full inventory of software, training, and operational support delivered with this suite.

01
FULL SERVICE BUREAU LICENSING & OVERRIDES
02
EVERYTHING IN PRESTIGE, PREMIER & EXECUTIVE
03
PRIVATE 1-ON-1 COACHING WITH ROBERTA ROBERTS
04
COMPLETE ERO & TAX OFFICE ESTABLISHMENT
05
CREDIT EDUCATION & RESTORATION DIVISION TRAINING
06
TEAM RECRUITMENT & CONTRACTOR FRAMEWORKS
07
NATIONWIDE BRANCH DISTRIBUTION RIGHTS
08
VIP 24/7 DEDICATED PRIORITY ESCALATION DESK
09
MULTI-STREAM REVENUE ARCHITECTURE
10
CUSTOM WHITE-LABELED TRAINING PORTALS
11
LEGAL CONTRACTS, AGREEMENTS & COMPLIANCE
12
PRIVATE WEALTH & ASSET PROTECTION STRATEGIES
13
EXCLUSIVE MASTERMIND & EXECUTIVE RETREATS
14
FULL BANK PRODUCT VOLUME REBATE INCENTIVES
15
AUTOMATED FEE-SPLITTING & ACH DISBURSEMENT
16
GENERATIONAL LEGACY PLANNING CONSULTATIONS

At an example 8.25% sales tax rate, estimated totals would be $648.42 / $973.07 / $1,406.17 / $2,163.92 respectively. Actual sales tax is calculated according to the customer's state and individual product/service taxability rather than applying a flat rate nationwide.

The Onboarding Path

4 Steps to Get Started

1

Secure Your Package

Make your payment to lock in your selected suite.

2

Sign Your Agreement

Sign your service agreement to activate your account.

3

Complete Setup

Complete the Account Setup Form and your software is delivered with login instructions.

4

Start Building

Get access to our training and community to start building your business.