The first step is to schedule some time to talk. If we decide we’re a good fit able to help your business grow and prosper then contracting is the next step to succeeding with Legacy.

We rest our successes on our genuinely unique business model to cater to insurance and financial professionals that take their careers seriously and who can see real value in forming a partnership. Our mentality will always be, one agent or one agency at a time.

No. The inability to secure a release will not prevent agents from placing business with LEGACY, we have 30 Life & Annuity carriers available. LEGACY has always had an open release policy and we believe other brokerage firms should as well.

Yes. We look forward to discussing the advantages and benefits for any Agency or group of Agencies with 2 or more Sub-agents that is willing to participate in the LEGACY Agent Program.

No. We do not make money on our lead programs which are delivered at cost to our contracted agents. It is for that reason it does not matter where agents get their leads; what does matter is that Legacy provide the support you deserve and the carriers you're looking for.