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Building Tomorrow

Join Legacy, and let's get it done


Legacy is built upon a platform of integrity, excellent client service,
and active Agent participation and input in company sales marketing and advertising.
Your feedback is valued and contributes to the Group’s success.

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Start your legacy off right with our support. Contact Us today. Contact Us

About Our Company

Legacy is a life insurance and financial services agency dedicated to the financial success during every stage of our agents' business.

Legacy is built upon a platform of honesty and integrity, excellent client service, and active Agent participation and input in company sales marketing and advertising. Your feedback is valued and contributes to the Group’s success. We continue to seek out and offer the best life insurance products for your clients and the highest compensation for you.

We will always view and treat each insurance agent and financial adviser as our partner and not just a statistic. We will constantly strive to improve our services and respond to your needs utilizing the latest technology.
What We Do

Lead Generation

The secret to becoming one of the most successful agents in our industry is activity! Our leads are designed for just that.

Mortgage Protection

Mortgage Protection Life and Disability Insurance offers a unique peace of mind. You will have access to our proprietary lead program that offers every agent FRESH leads.

Final Expense

Simplified Underwriting and quickly issued policies add to the Final Expense Agent's cashflow while helping clients without waiting for underwriting decisions.

Agent Testimonials

Our company is built with experience, integrity and proficiency
Alisa B Independent Broker, Ohio. You’re awesome, really. I can’t say enough about well you’ve tailored a lead program in my area. I’ve used other groups in the industry for my leads with varying degrees of success, but your program beats the heck out if those. My sales have never been higher! Thanks for everything.
Carl V Independent Broker, Michigan. Moving to Legacy is one of those decisions I wish I’d made sooner. I was stuck at a production level that was good, but not great and couldn’t seem to find the time to get in the field more. The back office management of paperwork from submitting apps to tracking my book to case follow-up has allowed me to spend more time in the field selling! Thanks for the support.
Dave B Independent Broker, Texas. From marketing to agent support to how well-thought-out your programs and how honest you guys are. It’s impossible to recommend anyone but Legacy.
Tony P Independent Broker, Texas. Thank you very much Michael. I appreciate the support alot I never had this with my old MGA. You guys are awesome.
Thomas Independent Broker, Florida. I searched for over a year and spoke to dozens of IMO’s and I kept coming back to a guy called “Skipper”. I never had the access with my original IMO that I do now with LEGACY. I get as much or as little attention I need and there has always been someone available to take my call or text when I have a question I can’t answer in the home.
Jack Independent Broker, Tennesse. My home market is only so big and can’t support me every day with direct mail leads. With the help of the other programs LEGACY offers I am able to fill the gaps without having to drive hours away every week.

Learn More About Us

Let us help you make your insurance business a success
We will always view and treat each insurance agent and financial adviser as our partner and not just a statistic. We will continue to seek out and offer the best products for your clients and the highest compensation for you.


Mentorship/TrainingOne-on-one collaborative approach
Tech, Tools, and AppsDesigned to take the stress out of life.

Agent ContractingOne contract for all of our carriers
Custom ServicesNeed help on a case? Help is on the way.
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Agent News & Updates

Our company is built with experience, Integrity & proficiency


Mortgage Protection

4 Steps to Selling Mortgage Protection Insurance

Today we are going to be talking about four steps that will help you close more life insurance applications in the mortgage protection market. You may find that these steps will also translate into more sales in other markets as well.

I am going to make a couple of assumptions, one is that you have quality leads to work and two, you’ve already set the appointment are ready to speak to your prospect. You also understand that mortgage protection is a one-call close.

    1. You’re a working “Joe/Jane” assigned to their case.

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Latest

How to succeed with Aged Leads

As we embark on a new, but familiar, $7 lead generating system for mortgage protection the worry for all of us is quality. It certainly was mine. Most of us have experienced the “aged lead” programs from some of the largest IMO’s out there.

They have been sold several times over-and-over to agents within the organization and passed off as a great lead. Compensating agents with 55% to 70% commissions, or less for some products, with the expectation that you’ll make a living and want to recruit to this program.

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Mortgage Protection

The Purpose of a Great Presentation: Mortgage Protection Part one

One the most important components in the sales process for life insurance agents is their presentation. From the moment you pull in the driveway you are on stage. Every movement, your body language, eye contact and the words you use will either have you closing or not.

A great mortgage protection presentation should not only provide a means for making a sale but should also educate your client as well as address objections before they’re asked.

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Final Expense

Why Sell Final Expense Life Insurance

There are many reasons to sell Final Expense life insurance products. If you talk with those agents who are successful at it, it would cover several pages of reasons. Here we'll talk about the four most important:

  1. The products used to sell final expense are simple for clients to understand and can be simple for agents to get issued. The primary products are simplified issued whole life. Meaning, there are no physical exams, often no height/weight restrictions, and are very forgiving on conditions.

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Our Location

Legacy Secure of MI Inc 41000 Woodward Ave
East Bldg Ste 350
Bloomfield Hills, MI 48304
USA 1-888-478-9888


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