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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.

Get Contracted
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 leads are designed for just that.

Mortgage Protection

Mortgage Protection Life and Disability Insurance offers a unique peace of mind. You will have access to our proprietary lead program that offers every agent FRESH leads.

Final Expense

Simplified Underwriting and quickly issued policies add to the Final Expense Agent's cashflow while helping clients without waiting for underwriting decisions.

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.

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.

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.

We will provide true value-added services and extensive training through personal contact and one-on-one support. You can add more clients and increase your net profits, while building relationships that can last a lifetime!

Our vision and focus is creating real value for our partnering life insurance agents and advisers. Success Through Partnership defines our past, present, and future. If you are tired of empty promises, over worked leads and low compensation or if you just want to develop a relationship with an organization that treats you how you should be treated, then please reach out to us. We understand what you want and why.

Learn More About Us

Let us help you make your insurance business a success
We will always view and treat each 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


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About Us

Who We Are

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See Our Previous Work


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See Examples



See How It Works

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Experience Matters

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Getting Started

Contracting

Contracting has never been easier.
One simple "Universal" form for all of our carriers!

Read More

Leads

Directmail Leads by the Each


  • 24-48 hour turn-around time
  • Limited Availability in every State - organized by County
  • A, A- & A-(65+), and B leads - Aged leads are best for Mortgage Protection
  • High Return on Investment
  • Delivered Directly to your Opt account
  • Purchased by the each

 

 

Definitions of available leads:

A Leads

  • Direct Mail A Leads represent about 1% of your target market and are the most expensive leads out there. For example, if 1000 people in your county close loans this week and we direct mail them all, the return will yield 10 respondents. Working only this lead, an agent will miss another 990 opportunities to sit with people who just had mortgage activity and would most likely buy from you if they only knew you existed and could hear your presentation.

A- & A- (65+) Leads

  • These are available in limited numbers in various areas. Many agents purchase them in bulk and travel outside their home market. Others purchase them close to home (when and where available) and supplement their "A" leads (if any) to increase their prospecting opportunities. They are not as "fresh" as an "A" lead and therefore greater effort must be made when prospecting with these leads, but many agents have incredible success with "A-" leads. An agent adding A- leads to their prospecting efforts can expect to increase their income by an additional $25,000 - $50,000 per year. Of course, the net income goes up considerably as well since the "client acquisition" cost is much lower. The A- (65+) are those prospects that are 65+ years old. They are also some of the best leads to work with higher premiums!

B Leads

  • These are available in limited numbers in various areas. Many agents (new and veterans alike) purchase these in bulk to add to their "prospecting" opportunities. A "B" lead is a once distributed lead that, to our knowledge, was not sold by one of our agents. "B" leads are a great way to add to your prospecting opportunities and reach out to more people in your target market WITHOUT breaking the bank. Agents incorporating "B" leads into their prospecting plan can expect to increase their income by an additional $35,000 - $50,000 per year. Of course, "B" leads take more effort and skill than "A-" leads which take more effort and skill than "A" leads, but many agents have great success with "B" leads and love working them as their primary means of "client acquisition."

Pre-approach Leads

  • This is by far the most lucrative and inexpensive method of "client acquisition." Using just this prospecting method, an agent can guarantee himself/herself a minimum of 15 appointments per week and an annual income of over $300,000 when also incorporating the Financial Needs Approach. An agent looking to become a builder/duplicator can realize the highest number of agents per area by incorporating this one prospecting tool! So why doesn't everybody do it? Because it's work and it isn't as easy as "A", "A-" or "B" leads for most people.

Can I buy these leads by the each to get started and how much do they cost?

  • Yes, the A Leads are $45 to $55 each lead count is determined by you. We recommend 20 leads a week (three week commitment required) to give you the greatest opportunity sales and cash-flow.
  • The A- & A-(65+) are aviable in most every county in every sate you wish to work. The cost is $7 each you can order as many as you wish based on whats available in counties you choose to work. The B Leads are offered and ordered the same way but with a cost of $4 each

Do I have to buy life insurance leads through Legacy to get contracted?

  • No. Legacy is not a lead house. Bringing our agents other ways to generate leads is one of the reasons we sought out an outside partner. The second, is the request from agents who want a faster turn-around time to get started. Aged leads offer that quick turn-around time from order to received leads; usually within a couple of days your leads are emailed directly to you.

Are these leads generated by Legacy?

  • No. These leads are generated, managed, and distributed by an exclusive outside partner. As a Legacy contracted agent you have access to these leads

If you are ready to start the contracting process with LEGACY, follow this link
Get Contracted Now!

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


Contact Us