Legacy Planning
1 - 10 employees
👥 B2C
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.
Licensed Insurance Agent – Mentorship Track to Become Infinite Banking Specialist
Job not on LinkedIn
🕒 May 6
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Legacy Planning
1 - 10 employees
👥 B2C
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
• Help families build wealth and educate clients on Infinite Banking • Participate in mentorship program to become Infinite Banking Specialist • Collaborate with team in cash flow banking and generational wealth planning • Implement advanced strategies like IULs and tax-free retirement
🎯 Requirements
• Hold a current life insurance license (REQUIRED) • Want to learn advanced strategies (IULs, infinite banking, tax-free planning) • Are driven to educate clients, not just sell to them • Are coachable and committed to growth • Want to work with a supportive, faith- and family-based team
🏖️ Benefits
• 1-on-1 Mentorship from Certified Infinite Banking Advisors • Step-by-step training on IULs, whole life design, and family banking strategies • Hands-on experience helping clients eliminate debt, build savings, and grow legacy wealth • 100% Remote with flexible hours • Commission-based pay with top-tier comp structure
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