Legacy Planning
1 - 10 employees
⚖️ Legal
🛡️ Insurance
👥 B2C
Legal • Insurance • B2C
<Legacy Planning> is a concierge legacy- and estate-planning service that helps families, executors/trustees, and small business owners create and maintain a secure, organized “Digital Binder” containing wills, trusts, documents, account information, instructions, and a narrative about the client's affairs. The company builds and updates the digital record using secure online software, trains designated loved ones and executors on how to use the plan, and offers business succession guidance to ease transitions after death or incapacity. Legacy Planning focuses on reducing stress for survivors by centralizing documents, contact/notification information, financial and insurance details, and practical instructions for executors and caregivers.
Sales Representative
Job not on LinkedIn
🕒 2 days ago
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Legacy Planning
1 - 10 employees
⚖️ Legal
🛡️ Insurance
👥 B2C
Legal • Insurance • B2C
<Legacy Planning> is a concierge legacy- and estate-planning service that helps families, executors/trustees, and small business owners create and maintain a secure, organized “Digital Binder” containing wills, trusts, documents, account information, instructions, and a narrative about the client's affairs. The company builds and updates the digital record using secure online software, trains designated loved ones and executors on how to use the plan, and offers business succession guidance to ease transitions after death or incapacity. Legacy Planning focuses on reducing stress for survivors by centralizing documents, contact/notification information, financial and insurance details, and practical instructions for executors and caregivers.
📋 Description
• Sell life and health insurance products through virtual appointments • Work with warm inbound leads for mortgage protection, final expense, and advanced-market opportunities • Use a broad product portfolio including term, IUL, whole life, final expense, annuities, Debt Free Life, and infinite banking strategies • Operate independently under a 1099 commission-based model • Build a team and earn overrides if desired • Discuss contracts, carriers, and first-30-day objectives with the company
🎯 Requirements
• Active life and health license, or recently lapsed license with willingness to reinstate • Comfortable with virtual appointments • Desire to build an independent business rather than only meet another company’s quota • Commissioned 1099 independent contractor arrangement • Income tied to activity and results; no salary or guaranteed income
🏖️ Benefits
• 50+ carriers including National Life Group, Foresters, Lafayette Life, Mutual of Omaha, Transamerica, and Americo • Warm inbound leads system • Full product shelf including term, IUL, whole life, final expense, annuities, Debt Free Life, and infinite banking strategies • Ownership model with overrides if you want to build a team • Mentorship from producers actively writing business • Flexible hours • Work from home
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