Insurance agent opportunity

Build a business that can change your future.

Legacy Guard helps motivated people enter and grow in the life insurance business with a clear path, practical training, warm conversations, and the QuoteIt system behind them.

Start the Conversation See the Path

This is for people who want more than a job.

Work virtually, help families, and build around your schedule.
Start part time or build toward a full-time agency path.
Get guidance instead of trying to figure out the business alone.
40+Years experience
100%Virtual capable
2Starting paths
$500Setup package
$125Monthly access
Who Fits

You bring the work ethic. We bring the roadmap.

The best fit is not always the person with insurance experience. It is the person who is coachable, consistent, ethical, and ready to learn a repeatable way to serve families.

01

Career changers

For someone who wants a serious opportunity, more control, and a business they can grow over time.

02

Part-time builders

Start around your current work and family schedule, then scale if the business fits your life.

03

Licensed agents

If you are already licensed, we can move straight into fit, contracting, tools, and production support.

Simple Path

Two starting points. One clear next step.

We keep the front door simple. Tell us whether you are licensed today, and we route you to the right conversation.

A

Not licensed yet

We explain the licensing path, what to expect, and whether this opportunity makes sense before you invest time and money. If you move forward, ExamFX is the recommended pre-licensing path.

B

Already licensed

We focus on fit, contracting readiness, the QuoteIt workflow, training, and how you would start writing business.

Not licensed yet? Start with ExamFX.

For new agents, the first step is completing your state Life & Health pre-licensing course and passing the state exam. Legacy Guard recommends ExamFX as the licensing prep path before contracting and QuoteIt Engine setup.

The Difference

Training, technology, and a sales lane you can actually follow.

The opportunity works best when the agent is not scattered across random tools and guesses. Legacy Guard gives you a focused system built around real insurance conversations.

Mortgage protection focus

Lead with a product families understand: helping protect the home, income, and financial stability if life changes.

QuoteIt workflow

QuoteIt helps organize quoting, follow-up, client conversations, and the information agents need to move with confidence.

Mentorship and training

Learn the presentation, the appointment flow, product positioning, client follow-up, and the habits that create momentum.

QuoteIt Engine Access

Setup first. Monthly access after that.

Before an agent starts using the QuoteIt Engine, we build the working system around them. After setup is complete, monthly access keeps the engine, CRM, workflows, and support tools active.

One-time implementation setup $500

CRM setup, phone number setup, workflows, automation, email, onboarding configuration, and underwriting waterfall logic to start using the QuoteIt Engine.

Ongoing QuoteIt Engine access $125 / month

Monthly access to keep the QuoteIt Engine, CRM workflow, follow-up tools, training resources, and system updates available.

Pay Setup & Start Access Talk Through Fit First

Checkout includes the $500 setup fee plus the first $125 monthly access payment.

What To Know

Clear expectations before anyone starts.

1
License required before writing business.

If you are not licensed yet, we will talk through the path before you move forward.

2
The $500 setup fee activates the buildout.

This covers the work needed to configure the agent's CRM, phone number, workflows, automation, email, and QuoteIt Engine underwriting flow.

3
The $125/month access keeps the system live.

After setup, monthly access keeps the agent connected to the QuoteIt Engine, CRM workflow, training, and system updates.

4
Coverage and eligibility checks may apply.

Before writing business, agents must meet contracting, background, licensing, and insurance requirements.

5
Results are activity-based.

Income depends on licensing, effort, skill development, market conditions, lead activity, and individual performance.

"But seek first His kingdom and His righteousness, and all these things will be provided to you."

Start Here

Tell us where you are today.

Choose your license status and we will route you to the right next step. Short, simple, and no pressure.

Legacy Guard Interest Form

Complete the form below and select whether you are licensed or not licensed yet.

By submitting, you agree to be contacted by Legacy Guard. See our Privacy Policy.

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