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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.


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.

Life insurance is the primary product of choice working the 35-50 age group! There has been a evolution of life insurance products. Products such as single premium whole life, Indexed Universal Life (IUL) and newer "Living Benefits" available on both Term and Permanent life insurance.

Generation X and Generation Y also present tremendous upside potential to agents and advisers paying attention to their financial behavior, the overall economy, the stock market and all of the uncertainty. The X-Generation is potentially the first generation said to be worse off than their parents! These groups are also establishing themselves in the workforce, starting and raising families and buying first and second homes.

Many are even beginning to realize their own mortality as they lose grandparents and loved ones. College planning, adequate life insurance coverage and retirement savings are very popular topics among this demographic.

Generation X & Y has (literally) grown up watching technology change and improve to what it has become today. Most people in this generation do their initial research or compare things on the Internet before making purchases or major decisions. Believe it or not, most of them actually bring their mail inside from the mailbox to open and review it.

Permanent Life insurance is the primary product of choice for insurance agents working in this marketplace! Due to the evolution of single premium whole life, Indexed Universal Life (IUL) and newer "Living Benefits" available on both Term and Permanent insurance, insurance agents and advisers today are able to offer so much more than just "death insurance."

Tax-Free Retirement planning is becoming increasingly popular and is a topic that won't be going away anytime soon! This age group still has a very high percent without adequate life, disability and/or mortgage protection for their family, let alone a clear map for achieving financial independence.

Financial professionals that establish themselves with this group will also be ideally positioned to assist these same individuals and families down the road once they begin retiring. Legacy certainly recognizes these opportunities for our affiliated Partners. With us as your Partner, we'll show you how!

© Copyright 2017 Legacy Assurance Group, Inc.

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


Content

Final Expense

We’ve all heard the Kool-Aid; “We’re the highest…” “We’re the best…” and “We’ll Help you build…” mostly from people that have never sold a policy. Ask a few questions like “…how many agents actually make that commission?” and the Kool-Aid quickly sours.

At Legacy the first thing you’ll notice is we’ll never make promises we are ourselves have not experienced. We are agents active in the field not recruiters offering empty guarantees. Can you make a great living selling final expense life insurance? Yes. Is it easy? No. The product is simple to understand and simple to explain to clients. The sales process is not easy.

Partnering with the wrong IMO will leave you frustrated and broke. 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.

Simplified Underwriting and quickly issued policies with commissions paid daily, add to the Final Expense agents’ cashflow enabling you to meet your bills without waiting for underwriting decisions.

The Final Expense Market is principally composed of people in need of additional insurance for the purpose of paying for their burial expenses incurred at the time of death. In addition to funeral costs, final expenses can include hospital and other costs associated with an illness, probate costs (where applicable), as well as other debt and unforeseen cash outlays.

At Legacy our partnering agents have access to 11 different carriers for selling final expense life insurance. We continue to add the very best carriers for our agents to be able to meet client needs regardless of health conditions. You’ll never have to walk away from a sale because you did not have a product to fill your client’s need.

Activity – Activity – Activity. Continuous lead flow is crucial for success in the final expense market. Legacy agents have access to several final expense lead programs. From Direct Mail which are always FRESH to our exclusive Facebook leads with exceptional ROI in many States.

Legacy agents are also able to marry their Final Expense business with Mortgage Protection as the sales process is very similar. In fact, 20% to 30% of the time you’ll sell a simplified issue whole policy in selling Mortgage Protection life insurance.

Content

Mortgage Protection

If you’re 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, up to 115%.

Selling Mortgage Protection Life and Disability Insurance offers a unique peace of mind that comes with the largest purchase or refinance your clients will incur. As a Legacy agent you will have access to several life insurance lead programs that offer every agent QUALITY leads..

As with any Life insurance policy, your client never really knows if they will ever use the life insurance. Selling Mortgage Protection Life with Living Benefits and Disability Insurance means their new policy offers much more than just a death benefit.

Some people go to work every day wondering what will happen to their home if they lose their job or become disabled. With the right mortgage protection life insurance, clients no longer have the stress of knowing that their mortgage payments won't be paid.

Legacy agents have access to numerous carriers that offer Life and Disability Insurance protection including many simplified issue term life polices with non-med limits to $400,000.

Being successful in insurance sales means having plenty of activity and people to call. Our life insurance lead programs do just that offering the highest quality leads for this market as prospects are actively confirming their interest in obtaining mortgage protection insurance.

All lead driven sales can be done on a one-call close, as is true for the mortgage protection marketplace. Simplified underwriting and fast issuance of the policy generates positive cash flow to our agents at a record pace.

As a Legacy agent, we encourage mentoring with successful agents that have sold in this market that will allow you to build upon your success as a Legacy agent.

Content

Lead Generation

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

No Lead or Prospecting program is made available to our Agents until our sales management has personally had success in selling the program or lead over a period of several months.

We are an MGA that is actively selling the same product as our agents in the Field. The more people you see in a week gives you that much more of an opportunity to sell policies. The more policies sold the more money in your pocket, the higher the Contract level, and the more opportunities you receive.

The best part is you won't have to contact your family and friends to get started. You won't have to spend your hard earned money in lead cost for old over worked leads just to get your business off the ground. As a Legacy agent, depending on your needs and budget, once you begin working with us we will help you get started with our lead programs such as direct mail, aged direct mail or our proprietary, Fresh "A" Leads on a weekly program and more.

Please understand that we are in the business of selling life insurance, not leads. Therefore, we rely on your production to keep it this way! We are not a lead vendor, but a real organization for insurance agents to build a true practice of insurance and career.

Our agents receive fresh qualified direct leads - People expect you to call and help them fill in their life insurance gaps. When you start your life insurance career with us you'll order direct mail leads and within 4 weeks you'll begin having fresh leads generated exclusively for you.

Expectations You Can Count On

As you become a successful agent with Legacy new opportunities in other markets will become available allowing you to unleash the true power of your Life Insurance license! We'll teach you how sell and generate leads ideal for annuities, long term care planning, supplemental retirement programs, and wealth transfer products.

Through our exclusive lead system our goal is to increase your production. On average our agent partners convert 20-30% of their direct mail leads into actual appointments and then close 70% to 80% of the people they meet in person. Your goal should be to get within these ranges or exceed them!

You'll have field support available 24/7 through communicating with your Manager, Agent Exclusive Forum, or our Help Desk. We'll coach you on how to meet your sales goals.

Content

Annuities

The two greatest claims to fame for annuities are their ability to offer tax deferral and guaranteed lifetime income.

Legacy Partners are provided with personal coaching, mentoring and a proven sales process that is unlike anything you've ever seen!

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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