Expand Client Relationships. Place More Business.
Legacy Funding provides agents and advisors digital life insurance platform access when it fits and strategic brokerage support when it matters, helping you meet modern consumer expectations, stay in control of the client relationship, and expand opportunities across life insurance, LTC, annuities, impaired risk, advanced cases, and legacy planning.
A True Partnership, Not Just a Platform
Legacy Funding works as a bolt-on case design and underwriting team behind your practice. You keep the client relationship, the credit, and control of the sale. We bring the strategy, the product direction, and the placement support.
What We Help You Do?
Life Insurance Brokerage
Some clients want speed and simplicity. Others need underwriting strategy, product design, and carrier direction. Legacy Funding supports both, across term, permanent, and final expense. The value is not a long carrier list. It is focused product knowledge, strategic carrier direction, and the case support to get business placed.
Term, permanent, and final expense placement
Simplified, instant-issue, and fully underwritten paths
Case design, product positioning, and carrier direction
Access to a broad national carrier network, while leading with the key partners we know best
Digital Life Insurance Platform Access
Today's clients expect on-demand solutions and convenience. Agents who can offer that have a real edge. Legacy Funding provides access to modern digital life insurance platforms so qualifying clients can move quickly, while you stay in control of the relationship. When a case needs deeper underwriting or design, we can pivot into traditional brokerage solutions.
Digital, simplified, and instant-issue options where appropriate
Faster applications and quicker eligibility feedback
You retain full control of the client relationship
A modern experience without losing traditional brokerage depth
Impaired Risk & Advanced Case Support
Legacy Funding can help you gain a clear understanding of your client's health history, gather the right details, and position the case properly. With access to independent medical director insight, we can help you navigate complex underwriting with more strategy and confidence. We also support advanced case design and business planning, so you do not miss the larger opportunity when a client needs more than a basic policy.
Don't give up on a difficult case too early, and don't miss the bigger planning opportunity
Underwriting challenges: diabetes, cardiac history, obesity, sleep apnea, tobacco or vape use, DUI and legal history, mental health history, foreign travel, and other complex situations
Advanced planning: business owner planning, key person, buy-sell funding, executive bonus, succession, and collateral assignment cases
Long-Term Care & Annuities
Move beyond one-off life sales into deeper planning. Legacy Funding supports traditional and hybrid LTC, asset-based solutions, chronic illness riders, home health care, fixed and indexed annuities, and retirement income planning, through focused product partners we know well rather than an overwhelming menu. It is the natural bridge from protecting income today to protecting assets and legacy tomorrow.
Traditional LTC, hybrid and linked-benefit, and asset-based solutions
Group and Individual chronic illness riders and care planning support
Fixed and indexed annuities and retirement income planning
Ask us about available annuity lead programs and campaign partners
Estate & Legacy Planning
Every household needs a plan, and that need opens better conversations than a quote ever will. Legacy Funding helps you connect life insurance, beneficiary designations, trust coordination, retirement assets, and titled property into a practical legacy plan. Open up the conversation and help families move forward with confidence.
Beneficiary, trust coordination, and household planning conversations
A bridge between protection, retirement, and legacy
Will and trust resources available at no additional cost through digital life insurance programs
Ask about our standalone legacy planning solutions and educational event marketing opportunities
How Our Partnership Works
Start a conversation. Bring a case, a client situation, or your growth goals.
We build the strategy. Case design, product direction, and underwriting positioning.
You stay in front. You keep the relationship, the credit, and control of the sale.
We help you grow. Tools, programs, and support to write more business over time.
Who We Support?
Individual agents and producers
Financial advisors and tax professionals
Insurance agencies that value responsiveness
Larger groups looking for a partner, not a warehouse
Why Partner With Us?
National, independent, agent-first brokerage support.
Multi-faceted approach = more cross sale opportunities.
Deep experience with impaired-risk and advanced cases.
Competitive contract opportunities with annualization.
Digital life insurance platform access.
Let's Talk About Your Practice
Whether you have a single tough case or a group to onboard, start here.
For agents and advisors
