A Trusted Insurance Marketing Organization
Offering Comprehensive Coverage Options From Top Providers
The Legacy Firm: Your Partner in Legacy Building
As The Legacy Firm, we are committed to empowering insurance agencies, agents, and clients across FL, PA, OH, NJ, NC, TX, AZ, CO, GA, ID, IN, ND, IL, AL, KY, MO, and OR. Our goal is to enable immediate ownership of your legacy by providing options, choices, and solutions.
The Legacy Firm: Your Partner in Legacy Building
As The Legacy Firm, we are committed to empowering insurance agencies, agents, and clients across FL, PA, OH, NJ, NC, and TX. Our goal is to enable immediate ownership of your legacy by providing options, choices, and solutions.
Our Value Statements: Your DESTINATION
The Legacy Firm is guided by our value statements, which spell out the DESTINATION.
Diversity:
We believe in respect and empowerment for all agents and clients, regardless of age, race, religion, or socioeconomic status. Everyone has the potential to build the legacy they desire.
Environment:
We understand that you have the freedom to work with whom you choose. We strive to establish business relationships built on exceptional systems, support, and service.
Sustainability:
We provide our partners with ongoing education, access to top-rated carriers, and ownership of their business. This enables them to deliver the unconditional value required for building sustainable business relationships.
Thankfulness:
We practice gratitude and appreciate those who share their lives and time with us.
Improvement:
We acknowledge the infinite potential each agent and client has to improve their lives and their legacy.
Nice:
We believe in treating one another as we would want to be treated.
Accountability:
We support those we work with to achieve their individual objectives, recognizing that accountability lies within each individual.
Transformative:
We offer systems that help identify a solid vision and create necessary changes to achieve that vision.
Independence:
We value genuine independence, allowing our agents to sell their business anytime they choose.
Ownership:
Our clients own their policies to improve their legacies. Our agents own their business from day 1 to improve their legacies.
Nurture:
We nurture each agency, agent, and client’s intention to create their personal legacy with respect through consistent positive actions.
Recruiting Agents: Join Our Team
We are always looking for talented agents to join our team. Find your way to our Career Opportunities page to learn more about the exciting possibilities awaiting you at The Legacy Firm.
Insurance Services: Your Options
We specialize in Medicare & Medicare Advantage plans, Annuities, Life & Health insurance, and Long-term care. You have the freedom to choose the best plans for your needs.
Mission Statement:
The Legacy Firm provides insurance agencies, agents, and clients options, choices, and solutions that will allow immediate ownership of their legacy.
Vision Statement:
To become the first and final Organization for all insurance agents and all insurance consumers.