Empowering Lives
in Retirement Planning & Medicare Solutions
Empowering Lives
in Retirement Planning & Medicare Solutions
Empowering Lives
in Retirement Planning & Medicare Solutions
Learn if Legacy is the right insurance agency for you. What do you need to know? What do we do for our clients, and how do we do it like pros? What are we looking for in new agents? How does compensation work? This is designed as a helpful primer that is hopefully digestible.
Learn what Legacy does for clients, how we do it like pros, the kind of agents we recruit, how you're paid, and more.
How many appointments do agents go on? What is our agent sales rate? What is their mentors' sales rate? What is the sales process like? Where do agents work? Home? Office? How many hours are involved? How many females do you have? These are some of the questions asked after the initial career overview.
How many appointments do agents go on? What is our agent sales rate? What is their mentors' sales rate? What is the sales process like? Where do agents work? Home? Office? How many hours are involved? How many females do you have? These are some of the questions asked after the initial career overview. If you have more questions, write them in the comments. Or, call, text, or email us!
A Professional Career with Legacy
WE ARE LEGACY
Where Solutions Meet Opportunities
A Professional Career with
LEGACY
Be a Master Broker
with more than 400 insurance carriers. Have al l the solutions. Win the business.
Maximize
What You Can Do
Maximize what you can do for each household. Offer Medicare & health, life, long-term care, and annuities. Sell the products that build your daily business and long-term renewals as well as products that scale your commissions.
Fiduciary
Financial Advisors
Get assistance from in-house fiduciary financial advisors. Enjoy integrated legal and tax planning assistance. You may also pursue becoming a financial advisor, managing securities assets under management.
In-Person Mentorship
Receive in-depth training and in-person mentorship. After your initial training week, get into the field quickly, attending appointments beside your mentor. Grow in product and sales depth with mentorship and classroom training from the best at what they do.
Higher Compensation
Earn higher compensation as a career agent. Have uncapped earning ability. Benefit from the industry’s leading commission management platform for brokers.
Technology
Use technology that puts you in the drivers’ seat. Filter rates and design policies to leverage the Master Broker relationship. Any device and any place enroll, track, and manage your clients through the industry’s leading platforms.
Culture & Ethics
Be part of a special culture and ethics. Do the right thing for every client, every time. Care about helping the people you serve. Care for your fellow agents and their families as they care for you and yours. Share each others’ knowledge, gifts, and friendship. Enjoy company paid trips together and celebrate each other’s wins.
Earn Lasting Renewals
Earn lasting renewals. Develop strong residual income that gives you incredible financial security. With an advanced vesting schedule, own your renewals quickly, growing your wealth, securing retirement, and passing it to your heirs.
Independence
Experience freedom and independence. Enjoy a hybrid work environment between the office, home, and field work. No clocking in or out. Own your schedule.
Loads of Support
Grow your business with loads of support that reduces costs & risks and moves you forward faster. Get help with compliance, regulation, accounting, and marketing. Receive training and counsel on personal business management like money management, taxes, time and spending priorities, book of business management, and exit strategy.
Marketing
Receive robust marketing support and subsidized leads. Lead generation is transparent. The agency is your partner. Use our marketing design specialist to produce beautiful work for your marketing ventures. Conduct workshops and leverage our Centers of Influence.
Build Your Destiny
Advance your career through a robust clientele renewal stream, financial planning, or agency building. Talent, creativity, and work are rewarded. Build your destiny.
Be a Master Broker
with over 400 insurance carriers. Have all the solutions. Win the business.
Maximize What You Can Do
Maximize what you can do for each household. Offer Medicare & health, life, long-term care, and annuities. Sell the products that build your daily business and long-term renewals as well as products that scale your commissions.
Fiduciary Financial Advisors
Get assistance from in-house fiduciary financial advisors. Enjoy integrated legal and tax planning assistance. You may also pursue becoming a financial advisor, managing securities assets under management.
In-Person Mentorship
Receive in-depth training and in-person mentorship. After your initial training week, get into the field quickly, attending appointments beside your mentor. Grow in product and sales depth with mentorship and classroom training from the best at what they do.
Higher Compensation
Earn higher compensation as a career agent. Have uncapped earning ability. Benefit from the industry’s leading commission management platform for brokers.
Technology
Use technology that puts you in the drivers’ seat. Filter rates and design policies to leverage the Master Broker relationship. Any device and any place enroll, track, and manage your clients through the industry’s leading platforms.
Culture & Ethics
Be part of a special culture and ethics. Do the right thing for every client, every time. Care about helping the people you serve. Care for your fellow agents and their families as they care for you and yours. Share each others’ knowledge, gifts, and friendship. Enjoy company paid trips together and celebrate each other’s wins.
Earn Lasting Renewals
Earn lasting renewals. Develop strong residual income that gives you incredible financial security. With an advanced vesting schedule, own your renewals quickly, growing your wealth, securing retirement, and passing it to your heirs.
Independence
Experience freedom and independence. Enjoy a hybrid work environment between the office, home, and field work. No clocking in or out. Own your schedule.
Loads of Support
Grow your business with loads of support that reduces costs & risks and moves you forward faster. Get help with compliance, regulation, accounting, and marketing. Receive training and counsel on personal business management like money management, taxes, time and spending priorities, book of business management, and exit strategy.
Marketing
Receive robust marketing support and subsidized leads. Lead generation is transparent. The agency is your partner. Use our marketing design specialist to produce beautiful work for your marketing ventures. Conduct workshops and leverage our Centers of Influence.
Build Your Destiny
Advance your career through a robust clientele renewal stream, financial planning, or agency building. Talent, creativity, and work are rewarded. Build your destiny.
Who is a good fit for this career?
Strong Character
Sports, sales, academics, and more - strong candidates have a success history that lends itself to strength of character.
Moral Compass
A good moral compass and love of working with people are critical.
People Skills
Success at commission sales is valuable, but many great agents had no sales background. People skills are paramount. Good candidates are self-aware, comfortable in their skin, and dress smartly.
Vision
They need the timing, lifestyle, and a vision that allows them to dedicate the hours and energy necessary to develop a high income, wealth building business over a couple years.
Financial Fitness
Candidates should be financially sound. This includes savings reserves or sustaining income, reasonable credit history, and tolerable debt obligations.
Self Motivated
Good candidates are self-motivated and seek out environments that challenge them to grow. They can maintain focus on a long-term goal and often enjoy solving complex problems for themself and other people.
Who is a
good fit for
this career?
Who is a good fit for this career?
Strong Character
Sports, sales, academics, and more - strong candidates have a success history that lends itself to strength of character.
Moral Compass
A good moral compass and love of working with people are critical.
People Skills
Success at commission sales is valuable, but many great agents had no sales background. People skills are paramount. Good candidates are self-aware, comfortable in their skin, and dress smartly.
Vision
They need the timing, lifestyle, and a vision that allows them to dedicate the hours and energy necessary to develop a high income, wealth building business over a couple years.
Financial Fitness
Candidates should be financially sound. This includes savings reserves or sustaining income, reasonable credit history, and tolerable debt obligations.
Self Motivated
Good candidates are self-motivated and seek out environments that challenge them to grow. They can maintain focus on a long-term goal and often enjoy solving complex problems for themself and other people.
National stats tell us that less than 12% of insurance agents make it through the first year. Both agents and consumers often end up with poor experiences that don’t stand up to the test of time or competence. Why? And how do we do it better for ourselves and for the people we serve?
National stats tell us that less than 12% of insurance agents make it through the first year. Both agents and consumers often end up with poor experiences that don’t stand up to the test of time or competence. Why? And how do we do it better for ourselves and for the people we serve?
Testimonials
What others are saying
John
“Getting ready for Medicare sign up. Ben came to our house to discuss options. He was very personable. He then talked to us about the different options of Medicare, which is very confusing. He made it simple to understand. He was very knowledgeable about what he was talking about and able to answer any questions we had. We will be having a follow up visit with him to sign up. We highly recommend him to friends and family.”
Kathy
“I recently retired, and I’ve had several questions regarding the best ways to make my money last. Justin is quick to respond to my messages and always makes me feel like he has all the time in the world to answer my questions. He is also willing to meet with you in your home if you’re unable to go to his office. I would highly recommend Legacy Insurance and Financial.”
Daniel
“When my wife and I retired we were in a world of hurt financially. A neighbor of ours referred us to talk with Tammy Stoner who works for Legacy. She and Legacy helped our neighbor with her financial situation. My wife and I met with Tammy and Nathan at Legacy, and they helped us immensely. … We have a much better life now because of what they have done to help us…. I recommend that all seniors should meet with them to learn how they can help you. Don’t delay doing it because they can help you with your life as well. I can’t thank them enough for all that they did for us!!!”
David
"Absolutely awesome”
Brayan
“…I would highly recommend her and Legacy for all Senior benefits!!!”
Alisa
“Dennis relieved a big burden of worrying for me."
Tony
“Lori is the best broker I could have asked for.”
Kay
“Kristopher Wilson is literally the best agent that we have ever had!!”
Shannon
“Wonderful experience, … Charity is a delight to work with.”
Brandon
“Tom really took care of my needs and financial future for not only me but my family. This will allow me to retire with a pretty good source of income and with every payment or premium paid a portion is going to a college fund for my kids, that is provided by his company. Thank you, Tom, for your professionalism and friendship.”
Gina
“What a jewel we have found in Maureen.”
Chris
“Gilbert was awesome!”
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Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
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Follow Us
Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Site managed by Full Flex Marketing.