Our goal is to build long lasting relationships with our agents and our Relationship Manager will do just that. Your Relationship Manager will ensure you are receiving the highest level of support and service from our company and answer any questions you may have. Your success is our ultimate goal!
626-214-3013 EXT 113
Director of Sales and Marketing
Legacy thrives on providing agents with the support they need to grow their business partnerships and write new business. When it comes to current cases or new cases our director of sales and marketing can provide you with the tools and guidance to approach clients and close new business cases. Schedule an appointment and see what Legacy can do to help grow your team.
626-214-3013 EXT. 112
LFC provides Case Design support for our agents. This team is aimed at difficult
and hard to close cases, our specialty. Bring us your cases and we'll assist you in the process of getting them closed.
626-214-3013 EXT. 114
Each of your carrier appointment applications is sent to a specialized team
member to review for errors, outdated documents, and missing information. Our team members will follow-up on any contracting pending requirements for timely processing and expedited appointment.
626-214-3013 EXT. 100
Life New and Pending Business
A team member will scrub your applications before submitting them to the carrier and will assist you in completing any pending requirements to avoid any delays.
To submit or inquire about any life insurance business please utilize the following information:
TO SUBMIT OR INQUIRE ABOUT PENDING LIFE NEW BUSINESS:
BY FAX: 213-341-2448
inquire about the status of pending business or other related questions please
Annuity New and Pending Business
A team member will scrub your applications before submitting them to the carrier
and will assist you in completing any pending requirements to avoid any delays.
To submit or inquire about pending annuity business:
626-214-3013 EXT. 106
Each carrier will pay you directly for your personal production based on their
commission schedule. For any and all commission questions please feel free
to contact our Commissions Department.
626-214-3013 EXT. 103