Join a Firm That Builds Wealth, Purpose, and Freedom

A modern firm built to support independent agents and advisors at every stage of their career.

Qualified Leads

We provide verified leads who are already interested in our products.

High Commission

Earn top-tier commissions that reflect your work and value.

Access to Top Carriers

Work with a wide range of trusted, A-rated life and annuity companies.

CRM & AMS System

Manage clients, policies, and commissions easily in one secure platform.

Career Development

Learn directly from experienced leaders who want to see you succeed.

Tech & Marketing

Use modern tools to reach clients, automate follow-ups, and expand your brand.

Proven Systems

Follow structured programs that teach you how to produce consistently and scale effectively.

Culture of Integrity

Work within a supportive community that values honesty, teamwork, and results.

Business Ownership

Build your own agency and grow a business that you fully control.

Increase your efficiency with Legacycrm

LegacyCRM is our all-in-one agency management and client relationship platform provided to every agent at no cost. It gives you the power to automate your business and operate like a true entrepreneur without ever feeling like you’re on your own. From automated texts, emails, and task tracking to an integrated dialer, website builder, and logo creator, LegacyCRM streamlines every part of your workflow. You’ll even have access to your own personalized AI co-pilot to help you manage leads, craft messages, and stay organized. With LegacyCRM, you can focus on what matters most serving clients and growing your business with confidence and efficiency.

Build Your Business Beyond Leads

The Referral Advantage helps agents generate high-quality referrals by providing clients with valuable, no-cost benefits that make a real difference in their lives. Instead of cold calling or relying on purchased leads, agents can offer complimentary resources that build trust and spark natural conversations about financial protection and planning.

Legacy & Estate Planning Kit

This guide that helps families organize their wishes, prepare a last will, and protect their legacy for future generations. It also gets them thinking about their life insurance and what they want to leave behind.

Child & Family Protection Kit

This guide is perfect for families with young kids who want to be proactive about safety, security, and peace of mind. It helps you connect with parents on a personal level and opens the door to discussions about financial protection and life coverage.

New Homeowner Financial Kit

This resource helps new and first-time homeowners understand how to protect their most valuable asset. It creates a natural bridge to discuss mortgage protection, income replacement, and long-term financial planning.

Marriage & Partnership Financial Planning Kit

This kit is designed for newlyweds or couples combining finances. It helps you guide them through smart planning and asset protection from day one, creating an easy entry point for life and supplemental insurance.

Divorce Transition & Asset Protection Kit

This guide gives clients going through divorce a roadmap for protecting their assets and rebuilding financial independence. It allows you to offer genuine support during a difficult time while introducing coverage and planning options that can help them move forward securely.

Join Our Team

Your future as a financial professional won’t wait. Step into it. Fill out the form below and a member of our management team will reach out to you.

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Do you have a Life Insurance License?

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LegacyCRM is the most powerful tool I’ve ever used as an agent. It keeps everything in one place… my clients, follow-ups, tasks, and communication. It saves me hours every week and helps me stay organized so I can focus on actually helping people instead of chasing paperwork.

Studio portrait of a beautiful African American woman with a stylish hairstyle, smiling warmly.

Alexis B.

Licensed Life and Health Agent