The Legacy Advantage

Value Added Services, Best in Class Lead Generation, Higher Commissions, Extensive Carrier List for your business success.

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Success Through Partnership

Legacy Agents know that we are committed to your Success, creating real value for our partnering agents and advisers.

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Solutions for Your Sales

One-on-One Mentorship, Case support when you need it, Tools to help your business succeed.

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What We Do

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LEAD GENERATION

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

No Lead or Prospecting program is made available to Agents until our sales management has personally had success in selling the program or lead over a period of several months.

We are an MGA that is actively selling and offering real life experience in the field. Our solution is simple, the more people you see in a week gives you that much more of an opportunity to sell policies. The more policies sold the more money in your pocket.

Other Highlights

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. We will constantly strive to improve our services and respond to your needs utilizing the latest technology.

We will provide true value-added services and extensive training through personal contact and one-on-one support. You can add more clients and increase your net profits, while building relationships that can last a lifetime!.

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Tech, Tools, and Apps

The Legacy Technology package is designed to take the stress out of your life. LEGACY offers Online and Smartphone quoting apps. Read More...

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24/7 Support

Are you having technical issues that have left you frustrated and confused! Help is right around the corner. Submit a Ticket

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Agent Contracting

LEGACY offers simple contracting through Surance Bay (SureLC). One contract for all of our carriers no need to fill out multiple contracts. Read More...

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One-On-One Mentorship/Training

Each agents' situation is unique. We take a one-on-one collaborative approach with every partner. You're not just another person buying leads and struggling. Read More...

What We Talk About

Is your IMO acting ethically?

The first thing we think about when we hear the term “ethics” is our interaction with our clients. After all ethics is part of the CE credits we need every two years to keep our license in force, so we can continue providing our services and make a living.

So why then does ethics go out...

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.

3 Ways to Break a Sales Slump

Finding yourself in a sales slump is depressing as well as discouraging. You’re doing everything you know to do; calling leads, following up, and seeing prospects. Nothing seems to come out of it draining your financial cushion.

How to use UL/IUL in Mortgage Protection

Universal Life and Indexed Universal Life insurance can be designed as a flexible, low premium insurance policy that offers the option to provide permanent death benefits and cash value growth potential for the Mortgage Protection market.

Direct Mail Leads: where’s all the promises?

If you’ve been in the life insurance sales business for a while, then you’ve also worked direct mail leads. Whether they were final expense or mortgage protection you’ve ordered them be they “B” leads or fresh you tried and frustration was the result instead of closing.

Why Choose Us

What Our Agents Say