Getting Help with Sales, Scripts, or Cases at Legacy

Getting Help with Sales, Scripts, or Cases at Legacy

Q: Why is mentorship such a big deal at Legacy Agent?
A: Because success in life insurance isn't about knowing everything—it’s about knowing what actually works. That kind of wisdom doesn’t come from YouTube hype or high-ticket masterminds. It comes from proven mentors—people who’ve sold, trained, and led with results.

At Legacy, we’ve studied and learned from the best:

• Zig Ziglar taught us that “selling is not something you do to someone—it’s something you do for someone.”

• Tom Hopkins showed how phrasing and tone can change everything in a conversation.

• Brian Carruthers taught the importance of structure, duplication, and consistent agent follow-up.

• Van Mueller demonstrated how powerful asking questions—rather than pitching—can be.

• Doug Andrew reminded us that education (done right) builds trust, not confusion.

• And Ben Feldman proved that belief, preparation, and storytelling will outsell pressure every time.

So when you come to Legacy, you’re not just getting a mentor—you’re plugging into a lineage of greatness.

Q: Okay, but what does that mentorship actually look like for me as an agent?
A: Here’s what it doesn’t look like:

• A group chat where no one responds.

• Weekly Zooms that feel more like pep rallies than training.

• Endless videos with no relevance to your market or product.

Here’s what it does look like:

• Real-time one-on-one access when you need support or direction.

• Roleplay and script help so you’re never guessing what to say.

• Live case design walkthroughs so your quoting and recommendations are spot on.

• Field-tested tools and trackers—not theory.

• Mentorship that adapts to your learning style, whether you prefer texting, calls, or screen sharing.

We don’t coach from the bleachers. We coach from the field.

Q: What if I’ve already been in the business for a while? Do I still need mentorship?
A: Yes—but in a different way.
Experienced agents don’t need handholding—they need smart collaboration. They want a second set of eyes on a case. They want high-level positioning, not scripts. They want access to people who’ve dealt with complex health issues, objections, or advanced product strategy.

Legacy mentors are producers too. That means your calls aren’t just “coaching”—they’re strategy sessions with someone who’s been there.

As Tom Hopkins put it: “You are your greatest asset. Put your time, effort, and money into training, grooming, and encouraging your greatest asset.”

Q: I’ve had bad mentorship before. What makes Legacy different?
A: Simple: we don’t mentor from ego—we mentor from empathy.
Bad mentors love to talk. Great mentors ask questions.
Bad mentors want followers. Great mentors want you to succeed without them.

That’s why we train you in a way that makes you independent faster, not more dependent on us.
And we only use tools and systems that have produced real sales—no fluff, no funnels, no fake urgency.

As Ziglar said: “You can get everything in life you want if you will just help enough other people get what they want.”
That’s how we mentor at Legacy. Every time.

Q: What should I do when I need help with a case or a client question?
A: You’ve got three fast options:

1. Use the Agent AI Assistant to get instant help with product questions, underwriting, or sales strategy.

2. Reach out to your mentor directly—whoever brought you into Legacy is your first contact.

3. Request a session through the Mentorship Support Form [insert link if applicable] for customized help.

And remember: if you ever feel stuck, it’s not a weakness to ask for help—it’s a strength. All top producers ask questions. It’s how they became top producers.

Q: Final thought—how does mentorship at Legacy help me build a real business, not just make sales?
A: The end goal of mentorship here isn’t just a higher close ratio—it’s long-term career clarity.

Legacy mentors don’t just help you write apps. We help you:

• Set realistic weekly goals

• Build follow-up systems

• Master scripts so they feel natural

• Learn how to mentor others (if you want to build a team)

• Stay accountable without burning out

In the words of Brian Carruthers: “If you want to go fast, go alone. If you want to go far, go together.”
That’s what mentorship means at Legacy. We go far—together.