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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


Latest

How to present successfully in 2019

The times are a changing. If you don’t change with it your ability to connect with prospects in a meaningful way will suffer. Know your market; be up-to-date on current events that are impacting your potential clients.

If you are working mortgage protection; how was the area you are working affected from the housing debacle of 2008? A basic fear is losing what they have spent time building up again. Should they suffer an unplanned event (either passing away prematurely or a catastrophic illness) how will their surviving families keep their home?

Read More

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.

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Life Insurance IMO
Latest

Is your IMO acting ethically?

The first thing we think about when we hear the term “ethics” is our interaction with our clients. After all ethics is part of the CE credits we need every two years to keep our license in force, so we can continue providing our services and make a living.

So why then does ethics go out the window when some IMO’s conduct the business of their agencies?

Don’t get me wrong there are IMO’s that do act ethically in their day-to-day business. Unfortunately, it isn’t the IMO’s that promote recruiting as the first order of business.

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Aged Life Insurance Leads
Latest

How to succeed with Aged Leads

As we embark on a new, but familiar, $7 lead generating system for mortgage protection the worry for all of us is quality. It certainly was mine. Most of us have experienced the “aged lead” programs from some of the largest IMO’s out there.

They have been sold several times over-and-over to agents within the organization and passed off as a great lead. Compensating agents with 55% to 70% commissions, or less for some products, with the expectation that you’ll make a living and want to recruit to this program.

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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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