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"I personally look forward to guiding you through our holistic IUL training program!
We’ll take this journey together and after we complete the training, you’ll be fully equipped to solicit and write IUL business."
- Patrick "Skipper" Pegram

Are Your Indexed UL Sales Surging?

This training is 100% FREE to our contracted independent agents and financial advisers.

Legacy’s IUL Training is either a series of Webinars -or- a "LIVE" full-day classroom experience! 

What Is Covered:

  • Everything A to Z “soup to nuts” regarding Indexed Universal Life (IUL)
  • 15 Methods to IUL Marketing for ANY Budget - Big, Small or None
  • “Best in Class” IUL Sales Tools
  • Recommendations for next steps after completing your training

Who Should Complete This Training:

  • Independent Life Insurance agents looking to INCREASE Life Insurance sales*
  • Annuity producers wanting to diversify or add a new revenue stream in a post-DOL fiduciary world
  • Financial Advisers, Registered Reps and/or RIA’s/IAR’s looking to increase up-front revenue, while using an extremely powerful Tax-Free Strategy**

What Participants Receive:

  • Authentic IUL Training, NOT insurance company or product training
  • Get Fast-Tracked in one week or one day --- Save time, energy & money
  • Discover the most powerful IUL Sales Software in the industry
  • Post-training private marketing consultation

Interested in attending the IUL Training?
Fill out the form to be notified when/where the next events will be!

*Captive life insurance agents are not permitted to attend our IUL training, unless they're not 100% captive. Special exceptions can be made under unique circumstances. Contact Legacy if you’re a captive agent wanting to attend our IUL training and think you might still qualify.

**Financial advisers and registered representatives through a broker/dealer may attend our IUL training, but only if they can provide evidence in writing that they are permitted to write and place fixed indexed insurance business outside of their B/D. This evidence/proof in writing may be e-mailed or faxed to Legacy upon registration.  

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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