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 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.
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 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.
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?
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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Disclaimers
Last updated October 31, 2024
Website Disclaimer: The information provided by Legacy Insurance and Financial Services https://careers.becauseweprotect.com . This site is for general informational purposes only. All information on the Site is provided in good faith, however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE. YOUR USE OF THE SITE AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE IS SOLELY AT YOUR OWN RISK. EXTERNAL LINKS DISCLAIMER: The Site may contain (or you may be sent through the site links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability, or completeness by us. WE DO NOT WARRANT, ENDORSE, GUARANTEE, OR ASSUME RESPONSIBILITY FOR THE ACCURACY OR RELIABILITY OF ANY INFORMATION OFFERED BY THIRD-PARTY WEBSITES LINKED THROUGH THE SITE OR ANY WEBSITE OR FEATURE LINKED IN ANY BANNER OR OTHER ADVERTISING. WE WILL NOT BE A PARTY TO OR IN ANY WAY BE RESPONSIBLE FOR MONITORING ANY TRANSACTION BETWEEN YOU AND THIRD-PARTY PROVIDERS OF PRODUCTS OR SERVICES. PROFESSIONAL DISCLAIMER: The Site cannot and does not contain health insurance including Medicare & retirement planning recruiting agency advice. The health insurance including Medicare & retirement planning recruiting agency information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based upon such information, we encourage you to consult with the appropriate professionals. We do not provide any kind of health insurance including Medicare & retirement planning recruiting agency advice. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED ON THE SITE IS SOLELY AT YOUR OWN RISK. TESTIMONIALS DISCLAIMER: The Site may contain testimonials by users of our products and/or services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users and may not necessarily be representative of all users of our products and/or services. We do not claim, and you should not assume, that all users will have the same experiences. YOUR INDIVIDUAL RESULTS MAY VARY. The testimonials on the Site are submitted in various forms such as text, audio, and/or video, and are reviewed by us before being posted. They appear on the Site verbatim as given by the users, except for the correction of grammar or typing errors. Some testimonials may have been shortened for the sake of brevity where the full testimonial contained extraneous information not relevant to the general public. The views and opinions contained in the testimonials belong solely to the individual user and do not reflect our views and opinions. We are not affiliated with users who provide testimonials, and users are not paid or otherwise compensated for their testimonials. The testimonials on the Site are not intended, nor should they be construed, as claims that our products and/or services can be used to diagnose, treat, mitigate, cure, prevent, or otherwise be used for any disease or medical condition. No testimonials have been clinically proven or evaluated.
View Our Socials
Disclaimers
Last updated October 31, 2024
Website Disclaimer: The information provided by Legacy Insurance and Financial Services https://careers.becauseweprotect.com . This site is for general informational purposes only. All information on the Site is provided in good faith, however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE. YOUR USE OF THE SITE AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE IS SOLELY AT YOUR OWN RISK. EXTERNAL LINKS DISCLAIMER: The Site may contain (or you may be sent through the site links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability, or completeness by us. WE DO NOT WARRANT, ENDORSE, GUARANTEE, OR ASSUME RESPONSIBILITY FOR THE ACCURACY OR RELIABILITY OF ANY INFORMATION OFFERED BY THIRD-PARTY WEBSITES LINKED THROUGH THE SITE OR ANY WEBSITE OR FEATURE LINKED IN ANY BANNER OR OTHER ADVERTISING. WE WILL NOT BE A PARTY TO OR IN ANY WAY BE RESPONSIBLE FOR MONITORING ANY TRANSACTION BETWEEN YOU AND THIRD-PARTY PROVIDERS OF PRODUCTS OR SERVICES. PROFESSIONAL DISCLAIMER: The Site cannot and does not contain health insurance including Medicare & retirement planning recruiting agency advice. The health insurance including Medicare & retirement planning recruiting agency information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based upon such information, we encourage you to consult with the appropriate professionals. We do not provide any kind of health insurance including Medicare & retirement planning recruiting agency advice. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED ON THE SITE IS SOLELY AT YOUR OWN RISK. TESTIMONIALS DISCLAIMER: The Site may contain testimonials by users of our products and/or services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users and may not necessarily be representative of all users of our products and/or services. We do not claim, and you should not assume, that all users will have the same experiences. YOUR INDIVIDUAL RESULTS MAY VARY. The testimonials on the Site are submitted in various forms such as text, audio, and/or video, and are reviewed by us before being posted. They appear on the Site verbatim as given by the users, except for the correction of grammar or typing errors. Some testimonials may have been shortened for the sake of brevity where the full testimonial contained extraneous information not relevant to the general public. The views and opinions contained in the testimonials belong solely to the individual user and do not reflect our views and opinions. We are not affiliated with users who provide testimonials, and users are not paid or otherwise compensated for their testimonials. The testimonials on the Site are not intended, nor should they be construed, as claims that our products and/or services can be used to diagnose, treat, mitigate, cure, prevent, or otherwise be used for any disease or medical condition. No testimonials have been clinically proven or evaluated.