Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

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Legacy Planning

WebsiteLinkedInAll Job Openings

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

• Learn and specialize in Infinite Banking, tax-free wealth strategies, and financial planning using life insurance • Help families build wealth and create financial impact • Help clients eliminate debt, build savings, and grow legacy wealth • Educate clients about advanced strategies including IULs, infinite banking, and tax-free planning • Develop as an Infinite Banking Specialist through mentorship and hands-on experience

🎯 Requirements

• Hold a current life insurance license (REQUIRED) • Interest in learning advanced strategies, including IULs, infinite banking, and tax-free planning • Driven to educate clients, not just sell to them • Coachable and committed to growth • Desire 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