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.
Experienced Life Insurance Broker
Job not on LinkedIn
🕒 July 27
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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
• Connect with interested clients through our proprietary lead system — people who have already requested information about coverage • Present life insurance and protection solutions tailored to each family's situation • Follow our step-by-step system for consistent daily activity and follow-up • Build and manage your own pipeline of active clients and referrals
🎯 Requirements
• You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required • You are coachable and willing to follow a proven system even if it is new to you • You are ready to get licensed if you are not already (we will show you exactly how)
🏖️ Benefits
• Carrier-paid training and mentorship from agents who are actively producing right now • Warm inbound leads – you talk to people who already raised their hand for coverage, so there is no cold calling
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