Build the Career
You Were Meant to Have
Legacy Wealth Services is expanding its network of independent agents. Join a platform with 8 product lines, top-tier carriers, proven systems, and a leader with 30+ years of experience who wants to see you win.
More Products. More Clients. More Income.
Most agents are limited to one or two lines. Legacy Wealth Services agents have access to 8 complete product lines — and a proven cross-sell system that multiplies client value.
8 Product Lines
Sell Medicare, life insurance, IULs, annuities, group health, FICA reduction, life settlements, and estate planning — all under one roof with one client relationship.
30+ Years of Leadership
Rodney brings three decades of field-tested experience, mentorship, and a proven playbook. You won't be handed a manual and wished good luck — you'll have real support.
Automation & Systems
Birthday & holiday automation, referral programs, cross-sell sequences, and CRM tools — the infrastructure is already built. You sell; the system works behind you 24/7.
Eight Ways to Earn. One Powerful Platform.
As a Legacy Wealth Services agent, you represent top carriers across every major financial need your clients face — from turning 65 to passing wealth to the next generation.
Medicare (T65)
Advantage plans, supplements, and ancillary products from a wide range of top carriers. 10,000 Americans turn 65 every day — the pipeline never stops.
Life Insurance & FEX
Final expense, term, whole life, and IULs from a broad portfolio of carriers. Commission-rich products with strong renewals.
Fixed Index Annuities
FIAs are the fastest-growing retirement product in the market. Help clients protect and grow their savings with downside protection.
FICA Reduction (Ignite Health)
Help businesses legally reduce payroll taxes by $40K–$80K/year. A powerful B2B door-opener that leads to group health and other products.
Group Health & Dental
Small business group health and dental from multiple carriers. Build recurring revenue and deepen business client relationships.
Remote Care (Doctors)
RemoteCareToday.com solutions for doctors, clinics, and hospitals. A growing telehealth market with high-value B2B relationships.
Estate Planning
Powered by Trust & Will — modern, affordable estate planning that every client needs. Easy to offer; essential to their legacy.
RSSA / Social Security
Social Security optimization analysis for clients 61+. A powerful free-value tool that opens doors to life insurance, annuities, and more.
Don't Forget Life Settlements
Life settlements are one of the most underutilized — and highest-commission — products in the industry. Help seniors sell their life insurance policy for cash before it lapses. Commissions can reach 20–30% of the settlement value. Most agents have never been trained on this. You will be.
Learn About Life SettlementsYour Path to Your First Client
Connect With Rodney
Start with a 30-minute discovery call. We learn about your background, goals, and which product lines are the best fit for you.
Get Licensed & Contracted
We guide you through state licensing requirements and carrier contracting. No experience required — just dedication and drive.
Training & Certification
Product-specific training, sales scripts, objection handling, and carrier certifications. You'll feel confident before your first client meeting.
Start Selling & Earning
Launch with our proven lead approach, CRM automation, and cross-sell playbook. Your first sale could happen within 30 days.
We're Looking for People Who Want to Build Something Real
You don't need a finance degree or a book of business on day one. You need a genuine desire to help people, a willingness to learn, and the discipline to work the system.
- ✓ Currently licensed (P&C, Life, Health) or willing to get licensed
- ✓ Entrepreneurial mindset — you want to build your own business
- ✓ People-first approach — you genuinely enjoy helping clients
- ✓ Coachable — you follow proven systems before building your own
- ✓ Consistent — you commit to daily outreach and follow-up
- ✓ Experienced agents seeking more product lines and income streams
- ✓ Career changers with strong communication and people skills
The Opportunity By the Numbers
Americans turn 65 every day — Medicare pipeline never stops
In annuity sales in 2025 — FIAs are fastest-growing product
Average annual tax savings for businesses using FICA reduction
Average products per Legacy Wealth Services client — multi-line earnings
Target LTV per client in year one with cross-sell sequencing
Ready to Start Your Journey
with Legacy Wealth Services?
Whether you're a seasoned producer looking to expand your portfolio or someone new to financial services, let's have a conversation. Reach out directly — Rodney answers his own phone.
Or drop your email and we'll send you the full agent opportunity overview:
Stay Informed on Medicare & Retirement
Quarterly updates on Medicare changes, Social Security strategies, and financial planning insights — curated by Rodney.