Helping advisors protect what matters and plan for what's ahead.
Legacy Funding combines fast digital placement with traditional brokerage support for cases that require deeper underwriting, product design, or planning expertise.
Life insurance, impaired risk, advanced case design, LTC, annuities, legacy planning, and advanced tax-mitigation strategies.
Fast, simplified options for qualifying clients.
Underwriting strategy, case design, and carrier direction when more is needed.
You keep the client relationship, the credit, and control of the sale.
Legacy Funding works behind your business with case design, underwriting, product direction, and placement support. You remain in front of the client and in control of the relationship.
Built for producers, advisors, agencies, and larger organizations looking for a responsive brokerage partner — not simply another product warehouse.
We support the work behind the scenes while you remain in front of the client.
Get case design, underwriting, placement, and planning support without giving up control of the relationship.
From one difficult case to larger producer onboarding, our support can scale with your business.
Speed where it fits. Depth where it matters.
Qualifying clients can move quickly through modern digital platforms, with faster applications, quicker eligibility feedback, and no exam when it is not needed. When a case requires deeper underwriting or product design, we can pivot into traditional brokerage without starting over.
Term, permanent, and final expense across simplified, instant-issue, and fully underwritten paths.
Don't give up on a difficult case too early.
We help gather the right details, understand the underwriting issues, and position the case appropriately — with access to independent medical director insight for more complex situations. When the need extends beyond a basic policy, we can also support the broader planning conversation.
Impaired risk, business owner planning, buy-sell funding, key person, executive bonus, and collateral assignment cases.
Add deeper planning capabilities without building every specialty internally.
Life insurance is often the beginning of the relationship — not the end. We help identify broader opportunities involving retirement income, long-term care, business planning, legacy planning, and advanced tax-mitigation strategies through specialized planning relationships.
Traditional and hybrid LTC, fixed and indexed annuities, retirement income, estate and legacy planning, business-owner strategies, and access to advanced tax-mitigation strategies through specialized relationships.
The full capability set — carriers, programs, and contracting details — lives on our Partners page →
Every placement is backed by nearly two decades of underwriting and brokerage experience — helping you determine the right path from simple digital cases to more complex planning opportunities.
Bring us the case, planning need, or growth opportunity.
Digital placement, underwriting strategy, case design, or specialized support.
You retain the client relationship, production credit, and visibility.
Add solutions, planning capabilities, and support as the relationship grows.
Legacy Funding combines a broad national carrier network with focused product knowledge, underwriting judgment, and nearly two decades of brokerage experience.
Bring us the opportunity in front of you and let's determine the right path.
Representing an agency or larger producer group? Discuss an organizational partnership →
Or call 480-745-2110
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