From a single difficult case to onboarding an entire producer group, Legacy Funding structures contracting, support, and planning resources around the way your organization works — not the other way around.
Every partnership starts in a different place. Find the one that looks like yours.
Write more of what you already see.
Case-level support from the first conversation: product direction, underwriting positioning, digital placement for qualifying clients, and escalation when a case gets complicated. You bring the opportunity — we help you place it.
Typical starting point: one case, one contracting conversation.
Add insurance depth without becoming an insurance shop.
We work as the insurance capability behind your advisory practice — case design, carrier direction, and placement handled behind the scenes while you remain the trusted advisor. Planning-led conversations, not product pitches.
Typical starting point: a client need your practice doesn't currently cover.
Add life and planning capability to your book.
Bring life insurance, LTC, annuity, and planning capability to an agency built on other lines — with producer support, placement workflows, and cross-sale programs that protect the client relationships you've already earned.
Typical starting point: a capability conversation about your book and your producers.
Consistent support across every member.
Group contracting, shared escalation paths, and consistent case support your members can rely on — with the responsiveness of an independent partner rather than the queue of a warehouse.
Typical starting point: a group contracting and support-structure conversation.
Start with one capability and add others as your business needs them. Many partners begin with a single carrier relationship or a single case. These are the capabilities we build from.
Competitive contract opportunities, with annualization available where appropriate.
Modern digital placement for qualifying clients — fast applications, quick eligibility feedback.
A clear path from a declined or complicated case to a properly positioned one.
Product design, underwriting strategy, and carrier direction for complex and high-value cases.
Structured onboarding for individual producers through large groups.
Active case management and escalation handled by people who answer.
LTC, annuity, and legacy-planning capability added to your existing business.
Organization-specific workflows, programs, and growth planning over time.
Term, permanent, and final expense — across simplified, instant-issue, and fully underwritten paths.
Diabetes, cardiac history, obesity, sleep apnea, tobacco and vape use, DUI and legal history, mental health history, foreign travel, and other complex situations.
Buy-sell funding, key person, executive bonus, succession, and collateral assignment cases.
Traditional LTC, hybrid and linked-benefit designs, and chronic illness riders.
Fixed and indexed annuities and retirement income planning.
Beneficiary and trust coordination, household planning conversations, and will and trust resources through digital programs.
Qualified Legacy Funding partners may gain access to advanced tax-mitigation and business-planning strategies through specialized strategic relationships — extending the planning conversation well beyond the policy.
Tax strategies are subject to eligibility and should be evaluated in coordination with the client's qualified tax and legal advisers. Legacy Funding does not provide legal or tax advice.
Tell us about your business, your book, and what you want to add.
Contracting, platform access, workflows, and support shaped to fit.
Producers onboarded, first cases supported, escalation paths in place.
Add products, planning capabilities, and support as your business grows.
Partnership structures vary by organization. Contracting, technology, onboarding, compensation, and service models are discussed and agreed during the partnership conversation.
Start with the case in front of you — or the capability you want to add.
Or call 480-745-2110
Tell us how we can help and we'll follow up to coordinate next steps.
