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Building Tomorrow

Join Legacy, and let's get it done


Legacy is a Life Insurance Marketing Organization dedicated to the financial success during every stage of our agents' business.
Built upon a platform of integrity, excellent client service, and agent suppot where agents matter most.
Your feedback is valued and contributes to the Group’s success.

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Start your legacy off right with our support. Contact Us today. Contact Us

About Our Company

Legacy is a life insurance and financial services agency dedicated to the financial success during every stage of our agents' business. We will always view and treat each insurance agent and financial adviser as our partner and not just a statistic. We will constantly strive to improve our services and respond to your needs utilizing the latest technology

Legacy is built upon a platform of honesty and integrity, excellent client service, and active Agent participation and input in company sales marketing and advertising. Your feedback is valued and contributes to the Group’s success. We continue to seek out and offer the best life insurance products for your clients and the highest compensation for you.
What We Do

Lead Generation

The secret to becoming one of the most successful agents in our industry is activity! Our life insurance lead programs are designed for just that.

Mortgage Protection

Looking to sell mortgage protection life insurance or already do, then partnering with Legacy is the best choice. We have been in the mortgage protection marketplace for decades offering agents the highest commissions.

Final Expense

Final Expense and Burial Insurance is a market we specialize in. We have the tools, technology, training & mentoring, and most importantly the leads you need to be successful.

Agent Testimonials

Our company is built with experience, integrity and proficiency
Alisa B Independent Broker, Ohio. You’re awesome, really. I can’t say enough about well you’ve tailored a lead program in my area. I’ve used other groups in the industry for my leads with varying degrees of success, but your program beats the heck out if those. My sales have never been higher! Thanks for everything.
Carl V Independent Broker, Michigan. Moving to Legacy is one of those decisions I wish I’d made sooner. I was stuck at a production level that was good, but not great and couldn’t seem to find the time to get in the field more. The back office management of paperwork from submitting apps to tracking my book to case follow-up has allowed me to spend more time in the field selling! Thanks for the support.
Dave B Independent Broker, Texas. From marketing to agent support to how well-thought-out your programs and how honest you guys are. It’s impossible to recommend anyone but Legacy.
Tony P Independent Broker, Texas. Thank you very much Michael. I appreciate the support alot I never had this with my old MGA. You guys are awesome.
Thomas Independent Broker, Florida. I searched for over a year and spoke to dozens of IMO’s and I kept coming back to a guy called “Skipper”. I never had the access with my original IMO that I do now with LEGACY. I get as much or as little attention I need and there has always been someone available to take my call or text when I have a question I can’t answer in the home.
Jack Independent Broker, Tennesse. My home market is only so big and can’t support me every day with direct mail leads. With the help of the other programs LEGACY offers I am able to fill the gaps without having to drive hours away every week.

Have you ever wondered what true wealth is as an insurance agent? We believe it is the value you create with your ability to get multiple sales within the same household, with as many products as you are licensed to offer your clients. Legacy agents are a part of growing group of independent life insurance agent’s wanting to expand their knowledge, releasing the power of their insurance license by expanding their product offering across multiple markets.

Learn More About Us

Let us help you make your life insurance business a success
We will always view and treat each life insurance agent and financial adviser as our partner and not just a statistic. We will continue to seek out and offer the best products for your clients and the highest compensation for you.


Mentorship/TrainingOne-on-one collaborative approach
Tech, Tools, and AppsDesigned to take the stress out of life.

Agent ContractingOne contract for all of our carriers
Custom ServicesNeed help on a case? Help is on the way.
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Agent News & Updates

Our company is built with experience, Integrity & proficiency


Life Insurance Lead Evaluation
Latest

How to Evaluate Life Insurance Lead Sources

When you’re looking to find out information on leads the first step is to look at the lead type. Each lead type should be evaluated differently with a different set of questions you need to ask. Let’s look at each lead type separately.

Read More

Sell More Life Insurance
Latest

3 Ways to Break a Sales Slump

Finding yourself in a sales slump is depressing as well as discouraging. You’re doing everything you know to do; calling leads, following up, and seeing prospects. Nothing seems to come out of it draining your financial cushion.

The first thing to realize is that this is perfectly normal. Sales slumps are part of the dynamic of being a salesperson especially when selling life insurance; the opposite is also true of peak periods. Slumps are bound to happen right after a good steady run. Here are a few ways to push through.

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Using IUL for Mortgage Protection
Latest

How to use UL/IUL in Mortgage Protection

Universal Life and Indexed Universal Life insurance can be designed as a flexible, low premium insurance policy that offers the option to provide permanent death benefits and cash value growth potential for the Mortgage Protection market.

These can be designed primarily for the mortgage protection market, UL/IUL can provide at least 20 years of coverage by paying the minimum premium, based on current illustration assumptions. It can also serve as an alternative to term products and has applications for the personal and business markets where there is a need for a fixed or indexed universal life product.

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Selling Life Insurance
Latest

How to Increase Your Monthly Premiums

It’s official, we’ve all fallen victim to instant everything. We want to complete a sale using the shortest possible path in the shortest amount of time so we can move on to the next sale. In life insurance that path starts with making appointments, moving on to giving presentations, field underwriting, writing up applications, and closing.

On the surface this seems fine after all our time is money, right?

Read More

Our Location

Legacy Secure of MI Inc 41000 Woodward Ave
East Bldg Ste 350
Bloomfield Hills, MI 48304
USA 1-888-478-9888


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