Apply to Join the Team
Complete a brief application so we can learn more about your background, licensing status, and goals.
Step into a business-to-business platform built for serious agents. Legacy360 gives you elite financial strategies, instant-issue insurance products, and a proven leads system so you can grow faster, with real support behind you.
You’re backed by a Legacy360 concierge team that helps with case design, presentations, and strategy so you never have to “wing it” with clients.
Move from chasing individual policies to building deeper relationships with employers, organizations, and professionals.
Get access to high contracts, real mentorship, and a roadmap to building a sustainable, scalable book of business.
The SCORE Plan is Legacy360’s signature strategy platform — a powerful way for agents to walk into business and employer conversations with confidence. Built around advanced, tax-advantaged concepts and a customized Group IUL framework, the SCORE Plan allows employers to provide attractive benefits, long-term wealth-building solutions, and retention tools for their teams.
You don’t have to be an expert from day one. Our concierge team helps you structure the case, design the proposals, and present the strategy so you can look and sound like a seasoned pro in front of your clients.
Legacy360 is more than access to products — it’s a full success framework. Agents receive guidance on how to generate business, how to talk to employers and families, and how to use our tools to build a pipeline they can rely on.
Access proven lead-generation strategies and marketing approaches that help you get in front of the right prospects.
Get scripts, presentations, and weekly coaching so you always know what to say and how to move conversations forward.
Work with high, transparent contracts designed to reward production and support long-term growth.
2–4 cases per month
Approx. $2,500–$5,000+/month
Consistent B2B and consumer production
Approx. $8,000–$20,000+/month
Leveraging all sectors at scale
Approx. $25,000+/month
*Income and results are not guaranteed. Actual earnings depend on individual effort, licensing, market conditions, and client activity.*
Complete a brief application so we can learn more about your background, licensing status, and goals.
Once approved, you’ll be onboarded into the SCORE Plan, The Elite Academy and agent resources with guidance from our team.
We start engaging, booking conversations, and writing business using a system designed to support you at every step.
“Legacy360 gave me the confidence to walk into business-owner meetings with a clear strategy and a team behind me.”
— J. Martinez, TX
“The guaranteed leads program helped me start producing right away, even while I was still learning the SCORE Plan.”
— T. Williams, CA
“The coaching and support here are real. I finally feel like I’m building a long-term business, not just chasing policies.”
— K. Johnson, FL
If you’re serious about growing your income, building business-to-business relationships, and having a concierge team behind you, Legacy360 could be the platform you’ve been looking for. You bring the drive. We bring the strategy, support, and structure.
Legacy360 is a marketing and support platform for licensed insurance professionals.
