Learn the full Legacy sales process from appointment to close.

Learn how to introduce and guide clients through the Debt Action Plan and Infinite Banking strategies within the Legacy framework.

You can participate in two ways:

• Refer clients to a certified Subject Matter Expert
• Develop your skills through the Mentorship Pathway

This section connects you to the structure, tools, and guidance to begin at the level that fits you.

It’s built around North American's approach — designed to help clients understand the power of IULs using clear, relatable language.

✅ Focus on the Strategy, Not the Specs
You don’t need to master illustrations on day one. Just focus on starting the right conversations — about taxes, volatility, and long-term growth.

👷 Coming soon:
We’re building deeper training with embedded videos, transparent fee breakdowns, scripting, and illustration walk-throughs — all field-tested and compliance-conscious.

Our Annuity Coaching page is live and ready to help you start meaningful conversations about safe money strategies and retirement protection.

It includes videos and a framework for explaining annuities in simple, client-friendly terms.

✅ Use the “Safe Money” Conversation
Annuities are ideal for protecting rollovers, retirement funds, and clients who’ve already “won the game.” Learn how to position them without jargon or pressure.

👷 Coming soon:
We’re adding more hands-on training soon — including objection handling, product comparisons, and guidance on fixed vs indexed annuities.

Learn the full Legacy sales process from appointment to close.

Marketing doesn’t have to feel fake, hyped, or overwhelming. At Legacy, we’ve built a resource center focused on ethical, proven strategies that actually work in the real world — from warm market outreach to social media to local referral generation.

✅ Learn how to:

• Start conversations naturally
• Build local awareness without spending a dime
• Use social media without becoming an “influencer”
• Ask for referrals without being pushy
• Avoid the mistakes that turn clients off

📈 Proven ways to get more appointments and close more sales — no matter the lead source.

Whether you're working fresh leads or reactivating older ones, success comes down to what you say, when you say it, and how consistently you follow up. This quick-start guide gives you practical tips for warming up cold leads, choosing the best contact times, and building trust without sounding pushy.

Ready to grow your impact? Whether you prefer referring clients or actively guiding your own cases, this platform gives you the tools to participate at your level.

The fastest way to get where you’re going.
Think of this as your quick-access hub — whether you're jumping into training, quoting tools, or compliance materials. It doesn’t house everything — it points you to where everything lives.

Jump To:

• 🎓 Training & Coaching Center – For sales scripts, presentation flows & videos

• 🧰 Tools Section – Product cheat sheets, quoting links, call scripts

• 🧾 Carrier Underwriting Reference – By state (check for updates as some info may change)

• 🧠 AI Assistant Help Center – Coming soon: Ask questions, get instant help 24/7

Everything you need to help new agents get licensed, onboarded, and writing business — the right way.
If you're building a team, we've got your back. These tools and resources are designed to help you bring new agents into Legacy the right way — with real training, no hype, and full support.

Share this link with prospective agents to start a real conversation about building their business the right way: Exploring a Change? (or use https://tinyurl.com/6nmyu2t7 for convenience).

What’s Included:

• 📝 Pre-licensing class discounts (for unlicensed prospects)

• 🚀 Onboarding steps to get agents field-ready fast

• 🧾 Contracting guidance and who to contact

• 📌 Legacy’s agent support structure — so your people don’t get left behind

If you're already contracted with Legacy and need to request a new carrier appointment, you can access our carrier list directly through SureLC.

Instructions: Click the button below to log into SureLC using your existing credentials. Once logged in, select the carriers you'd like to add under your Legacy contracting profile.

Need help with your SureLC login? Contact support@legacyagent.com.

Answers when you need them. Support that doesn’t disappear.

Your Legacy Assistant is more than just a search tool — it’s trained on Legacy’s systems, training, and tools to give you real answers, fast. Whether you're stuck on a sales step, need a product refresher, or want help locating resources in the portal, it’s here 24/7.

What it can do:

🧭 Guide you to the right resources instantly

💬 Suggest call scripts or objection responses

📝 Explain product basics or walkthrough training

🧾 Help navigate carrier info, state availability & more

💡 Think of it as a digital mentor — always available, never pushy.