Mortgage Protection is about protecting income — not just a loan.
We support agents who:
- Work with families and homeowners
- Understand term and permanent life strategy
- Want to build long-term client relationships beyond the initial policy
Legacy provides guidance on:
- Structuring protection properly
- Cross-selling into long-term financial planning
- Ethical lead handling and follow-up systems
- Business-building infrastructure through our internal platform
When positioned correctly, Mortgage Protection becomes the front door to deeper client relationships.
Debt Elimination and Infinite Banking strategies require precision, patience, and proper education.
This is not a “one-size-fits-all” sales pitch.
Legacy supports agents who want to:
- Learn responsible policy design
- Understand cash flow strategy
- Position properly structured life insurance ethically
- Work alongside experienced mentors in this specialty
Educational tools and resources are available inside our Agent Portal, including fact finders, strategy guides, and marketing materials.
For consumer education, visit
MyLifeBeyondDebt.com
Final Expense remains one of the most consistent and relationship-driven segments in the life insurance industry.
Legacy supports agents who:
- Work face-to-face
- Serve middle-income and senior markets
- Focus on simple, properly structured life policies
We provide:
- Product access
- Sales mentorship
- Field troubleshooting support
- CRM tools and reporting infrastructure
This market rewards consistency, integrity, and follow-through.
Annuities are not transactional products — they are retirement income tools.
Legacy supports agents who:
- Understand suitability
- Serve pre-retiree and retiree markets
- Focus on guaranteed income and long-term stability
We emphasize:
- Education before recommendation
- Proper structuring
- Compliance-aware marketing
