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

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

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What We Do

envelopeLead 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!.

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...

24/7 Support

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

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...

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

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.

Is your FMO/IMO Earning your Trust

Is your FMO/IMO acting ethically regarding your career? After all a course in ethics is required every two years to maintain your life insurance license. The FMO/IMO in this case is the seller of value and you as a producer is the recipient expected to trust in the value the FMO/IMO is promising.

Advisers: Believe In Your Message

The biggest sale you will ever make in your career is to yourself. Before your clients buy from you, you have to believe in your message. Your No. 1 priority is to believe in what you do.

6 Reasons You Should Begin Selling Fixed Index Annuities

As we begin a new year, many of us set new professional and financial goals that we want to achieve in the New Year.

Why Choose Us

What Our Agents Say