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Building Tomorrow

Join Legacy, and let's get it done


"Tell me and I forget. Teach me and I remember. Involve me and I learn." -Benjamin Franklin


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.

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!

Every single year baby boomers and seniors reposition billions upon billions of dollars into insurance regulated contracts called annuities. Annuities are only issued by insurance companies and they must be purchased through a licensed insurance agent. The two greatest claims to fame for annuities are their ability to offer tax deferral and guaranteed lifetime income.

This creates a tremendous opportunity for anyone with an insurance license and the legal authority to discuss, educate, inform and sell annuities to the public. Legacy helps financial professionals to capitalize on this enormous opportunity. Furthermore, with the baby boomers reaching retirement age it has been validated from numerous sources that somewhere between 7,000 to 10,000 people turn 65 every single day in the United States. This is a very critical milestone for most Americans, because they are faced with making major financial decisions.

Most clients find themselves weighing their options regarding Social Security, Medicare, possible pension options and of course, retirement. Where will Americans turn for answers? What are the right decisions? When should someone begin taking income? What elections should be made? Where will that income come from? What financial products generate income? How much money should stay in the stock market versus being repositioned to somewhere without stock market volatility? All of these questions and more are very common.

Legacy agents are provided with personal coaching, mentoring and a proven sales process that is unlike anything you've ever seen! If you want to successfully sell annuities and gather assets, becoming a Legacy agent is your solution. Ask one of our marketing partners for more details. You can add six or even seven figures of income to your bottom line. Best of all, we'll show you how!

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

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

Permanent Life Insurance

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.

Read More

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

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.

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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