Legacy Planning
1 - 10 employees
⚖️ Legal
🛡️ Insurance
đź‘Ą 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.
Life Insurance Agent
Job not on LinkedIn
đź•’ July 31
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Legacy Planning
1 - 10 employees
⚖️ Legal
🛡️ Insurance
đź‘Ą 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.
đź“‹ Description
• Connect with interested clients through proprietary lead system • Present life insurance and protection solutions • Follow a step-by-step system for consistent daily activity • Build and manage your own pipeline of clients
🎯 Requirements
• Self-motivated • Experience in sales, real estate, finance, or customer service • Coachable and willing to follow a proven system • Ready to get licensed if not already
🏖️ Benefits
• Control your schedule • 100% remote work • Carrier-paid training and mentorship • Book of business ownership model • No ceiling on income
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