LEGACY Memberships

Choose your LEGACY path

Clarity. Alignment. Legacy.

Our memberships are designed to help individuals and families move from understanding… to progress… to leadership.

Each level provides three core experiences plus a meaningful bonus that expands your impact.

LEGACY Foundations

Financial Literacy & Stewardship Education

Members Receive:

Full access to the Legacy Literacy Education Library (on-demand videos & lessons)
Step-by-step budgeting & cash-flow education framework
Debt & obligation awareness tools to understand liabilities and tradeoffs
Stewardship mindset training focused on values-based money decisions
Monthly live education calls (group format, education only)
Access to the Legacy Foundations community for accountability and support
Invitations to public workshops, webinars, and learning events

LEGACY Builders

Family Alignment & Intentional Planning Education

Members Receive:

Everything in Legacy Foundations, plus:

Guided Family Vision & Values Alignment Workshops
Access to the Legacy BlueprintTM Framework, including
Family roles & responsibilities mapping
Planning timelines & milestones
Protection & risk awareness education (education only, no product discussion)
Giving, saving, and growth education tracks
Quarterly Family Alignment Sessions (group-based, education focused)
Small-group strategy sessions with other Builder families
Priority access to workshops, masterclasses, and Legacy Summit events

LEGACY Stewards

Generational Leadership & Family Governance Education

Members Receive:

Everything in Legacy Builders, plus:

Private stewardship education sessions (scheduled throughout the year)
Access to Family Governance Frameworks, including;
Family board structure.
Decision-making protocols
Succession readiness education
Family Board Meeting guides, agendas, and facilitation tools
Advanced stewardship & wealth literacy education (non-advisory)
Annual Legacy Steward Retreat with VIP access
Priority access to advanced education resources and leadership sessions

Monthly & Yearly Plan

LEGACY Foundations

Total

$29/month or $300/yr

Understand where you are and begin building with confidence.

Legacy Foundations helps you gain clarity about your financial life while building knowledge and awareness.

Includes:

Legacy Checkup

An evaluation of your current financial position, including:
• Review of your financial situation
• Retirement goal awareness
• General financial snapshot
• Clarity on next steps

Legacy Literacy

Education and tools to grow your financial knowledge.
• Foundational financial education
• Worksheets & tools
• Practical learning resources

Legacy Community

Support to stay encouraged and growing.
• Private social media community
• Blogs & learning content
• Weekly educational webinars

Bonus

Receive your Complementary Will & Healthcare Directive ($250 value)

Monthly & Yearly Plan

LEGACY BUILDERS

Total

$249/month or $2,500/yr

Move from learning to intentional progress.

Legacy Builders helps you reduce debt, align your future, and protect your family.

Includes:

Legacy Blueprint

• Budget Breakdown
• Debt Elimination Strategy
• Insurance & Investment Analysis
• Customized Will & Healthcare Directive
• A structured path forward

Legacy Monitoring

Annual check-ins to:
• Track progress
• Stay aligned
• Ask questions
• Make adjustments

Annual Legacy Summit

• Educational workshop
• Guest speakers
• Real-world concepts
• Community of like-minded individuals

Bonus

We will donate to a non-profit on your behalf ($1,000 value)

Monthly & Yearly Plan

LEGACY STEWARDS

Total

15,000 Annual Membership (Invitation Only)

Lead and protect what you’re building for generations.

Legacy Stewards helps you move from progress into long-term legacy leadership.

Includes:

Legacy Circle

Private coaching in an exclusive group of focused individuals.

Legacy Reviews

Quarterly reviews to:
• Make adjustments
• Update priorities
• Stay aligned

Legacy Box

Support to:
• Organize important documents
• Plan for the future
• Secure them with a safe

Bonus

Receive your Complementary Family Trust
($7,500 value)

Access your Subscriptions & Courses

View Your Subscriptions

• All services are for educational purposes only
• No financial results are guaranteed
• Content does not replace advice from licensed professionals
• Insurance or investment discussions are conducted separately through licensed entities (Primerica Financial Services, LLC and/or PFS Investments Inc.)
• No insurance or securities transactions are completed through I AM LEGACY, INC.