Legacy Agent and Agency Rocket have partnered to bring you a complete insurance sales system.
Get the full suite or pick your battle: subscribe to just one, or go all-in with discounted bundles-like our Ultimate Bundle (retirement, debt, banking) or Whole Life Bundle (debt + banking only) that simplify strategies.
Smart tools at a smarter price.
The My New Retirement platform is designed to educate consumers on leveraging Indexed Universal Life (IUL) as a powerful retirement strategy. It combines cutting-edge prospecting tools, business management features, and the IUL Analyzer—an interactive presentation tool that visually demonstrates the tax advantages, growth potential, and protection benefits of IUL. With intuitive charts and real-time data modeling, agents can present a compelling case for why IUL is a superior wealth-building solution.
The Debt Action Plan platform equips agents with the tools to market infinite banking for debt elimination and wealth building using participating whole life insurance. The scenario builder captures a client’s financial profile and calculates a personalized strategy for paying off debt while growing long-term wealth. With interactive tools and beautifully designed reports, agents can present clear, step-by-step instructions that show clients how to achieve financial freedom faster.
The Banking Action Plan is a complete sales and marketing system for presenting the infinite banking solution. A dynamic age slider allows clients to visualize their policy’s cash value growth and available loan amounts over time. Agents can also input future expenses, adjusting for loan terms and interest rates, to demonstrate potential interest savings and the impact of non-direct recognition loan strategies. With clear visuals and customized reports, the Banking Action Plan helps agents showcase the power of whole life insurance as a financial tool.
Component Pricing
Component | Basic | Premium |
|---|---|---|
Tracker CRM | FREE! | FREE! |
| $ 69.95 $ 62.96 per agent per month | $ 129.95 $ 116.95 per agent per month |
| $ 119.95 $ 107.95 per agent per month | $ 189.95 $ 170.95 per agent per month |
| $ 99.95 $ 89.95 per agent per month | $ 149.95 $ 134.95 per agent per month |
20% Off The Ultimate BundleMy New Retirement, Debt Action Plan and Banking Action Plan Systems | $ 231.95 $ 208.75 per agent per month | $ 374.95 $ 337.45 per agent per month |
20% Off Whole Life BundleDebt Action Plan and Banking Action Plan Systems | $ 174.95 $ 157.45 per agent per month | $ 274.95 $ 247.45 per agent per month |
