For Professional Partners

For the CPAs and attorneys who stake their reputation on an introduction.

When you send a client my way, your name is on it. Here's exactly what I do, what I will never do, and how a referral works — so you can introduce with confidence.

What I do

Coordinate the client's whole picture around one plan.

Design insurance- and annuity-based strategies that fit the structure.

Bring the right specialists to the table — including you.

Keep you informed and in the loop on anything in your lane.

What I will never do

Try to replace you or poach the relationship

Lead with a product instead of the plan

Make a move on your client's tax or legal work without you

Overpromise a return or a guarantee to win the introduction

How a referral runs

You introduce. A simple email or call — no forms.
I diagnose. A Legacy Blueprint Review, at no cost to your client.
We coordinate. You stay involved on anything in your lane; I keep you informed.

How I'm compensated

Compensation comes through the insurance and annuity solutions a client chooses to implement — disclosed plainly, never hidden. There is no cost for the diagnostic conversation, and no obligation for your client to proceed.

Refer with confidence

Start a conversation about a client

Reach out and I'll walk you through exactly how I'd handle the introduction.

Request a Legacy Blueprint Review

RC LOGAN ASSOCIATES

Keep what you've built.

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Get in touch

Richard C. Logan · Wealth & Legacy Strategist

[email protected]

Coordinated through Ascendrium Partners

RC Logan Associates provides insurance and annuity solutions and coordinated wealth-and-legacy strategy. Richard C. Logan is a licensed insurance professional; he works alongside your own tax, legal, and investment professionals and does not provide legal, tax, or investment advice. Insurance and annuity products are offered through various carriers. Nothing on this site is a guarantee of any financial result. Richard C. Logan is a licenced producer in PA, DE, ME, MI, NC & FL (NPN 13299578) - PA resident license #544715; Life & Fixed Annuities, Accident & Health, Life & Variable Annuity.