Welcome to Legacy Agent

You're officially in — let’s get started.

Thanks for submitting your contracting — we’re excited to have you on board.

At Legacy, we do things differently. You’ll get real support from agents who sell in the field, not recruiters reading scripts. Whether you’re focused on production or planning to build a team later, we’ll meet you where you are.

Here’s a quick overview of what’s available to you now:

• ✅ 1-on-1 Mentorship: You won’t be lost in group calls. We offer personalized support based on your goals and experience.

• 🧠 Training Library Access: Inside the Agent Portal, you'll find coaching and sales tools for Final Expense, Mortgage Protection, and Annuities.

• 📦 Leads (Optional): We work with vetted vendors for direct mail, telemarketed, Facebook, and preset appointments — use them if you choose, but it’s never required.

• 🔒 No Lead Markups: We don’t profit from leads. No upsells. No quotas. You control your business.

• 💬 Ask Anything: From case design to carrier quirks, we’re here to help.

If you haven’t already, take a few minutes to:

1. Visit the Agent Portal and explore the tools and training available.

2. Review any onboarding emails for carrier login links and instructions.

3. Reach out if you have questions — we’re here for you.

Let’s get you producing and profitable. Welcome to Legacy.