How We Support Your Success
Supporting You at Every Step — From Contracting to Closing
1-on-1 Mentorship
Personalized support to help you onboard, train, and sell. No fluff, no hype.
1-on-1 Mentorship
Personalized support to help you onboard, train, and sell. No fluff, no hype.
Sales Scripts & Talk Tracks
Proven field-tested scripts for Final Expense, MP, and IUL.
Sales Scripts & Talk Tracks
Proven field-tested scripts for Final Expense, MP, and IUL.
Lead Strategy Guidance
We help you choose a lead plan that fits your budget and experience.
Lead Strategy Guidance
We help you choose a lead plan that fits your budget and experience.
CRM & Tools Access
Access real systems based on production — not up-front payments.
CRM & Tools Access
Access real systems based on production — not up-front payments.
Bonus Support You Can Unlock
As you grow your production, more powerful tools, automations, and recruiting options become available — without pressure, paywalls, or fluff.
Marketing Templates & Social Content
Pre-written posts, downloadable content, and branding help to promote yourself the right way.
Marketing Templates & Social Content
Pre-written posts, downloadable content, and branding help to promote yourself the right way.
AI Assistant Access
Once launched, you’ll have access to Legacy’s smart AI support agent inside the portal.
AI Assistant Access
Once launched, you’ll have access to Legacy’s smart AI support agent inside the portal.
Automation Suite
Unlock automated workflows, lead follow-ups, and reminders once you're writing consistently.
Automation Suite
Unlock automated workflows, lead follow-ups, and reminders once you're writing consistently.
Recruiter Track
Want to build a team? We’ll help — but only if you want to.
Recruiter Track
Want to build a team? We’ll help — but only if you want to.
