Still Building Someone Else’s Insurance Business?

Own Your Book Keep your FYC & Earn 170% Bonus...

Designed for licensed agents who want to build their book or currently stuck in MLM or captive insurance companies who want real ownership, higher payouts, and freedom.

This is NOT Multi Level Marketing

  • No UPLINE or Down Line.

  • Receive 100% of your commission.

  • Own your book

  • Top Tier Compensation

Your turn to build a legacy.

A Better Model for Serious Insurance Agents

Built for licensed agents who want ownership, higher commissions, and real freedom

🧾

Own Your Book of Business

Lets build a book of business worth selling. Every client you write belongs to you, not the company. Build long-term value with full control over renewals and relationships.

💰

Earn 170% Bonus Commission

Stop splitting commissions to your upline. All Legacy Planners receive the same commission with Done for you Services included..

📞

Leads Program

Focus on selling, not chasing. Access fresh, compliant leads designed to help you produce consistently and scale faster.

🧩

CRM, Funnels & Pipelines

Your business, your workflow. Customize pipelines, automations, and follow-ups to match how you sell, not how an upline tells you to. Stay organized, close faster, and scale with clarity.

🤖

AI Assistant

Let AI handle follow-ups, appointment reminders, and lead responses so you can focus on selling. Never miss an opportunity while your business runs 24/7 in the background.

Everything "DONE FOR YOU"

Monthly Newletters

CRM, Workflow, Funnel Templates

Social Media Posts & Management

Leads & Refereals

Over 20 Insurance Contracts

Weekly Performance Coaching

Who We’re Looking For

  • Agents who want to build their own book

  • Agents currently in MLM or captive models

  • Producer tired of recruiting pressure

  • Professionals & Mortgage Brokers

Performance Coaching with Richard Dolan

Weekly Live Coaching with the Man Who Has

Guided Icons, Billionaires, and Industry Leaders...

RICHARD DOLAN — FOUNDER, LEGACY CLUB

For over 30 years, Richard has helped the world's most influential individuals and companies transform their financial lives — from billion-dollar enterprises to cultural icons like Bill Clinton, Oprah Winfrey, and Richard Branson.

Gain access to the Legacy Club weekly coaching calls designed to keep you aligned, focused and modevated.

Richard Dolan

Choose Your Subscription Plan

Unlock the complete Legacy Agent Platform in minutes

Legacy Agent

Legacy Planners SASS & Coaching

Agent CRM

 

Legacy Club Membership: Weekly Coaching

 

Lead Platform

 

Social Planner

 

SMS & Email Templates

 

Website Templates

 

Funnels Templates

 

Google for Business Manager

 

Reputation Manager

 

Relationship Manager

 

Mortgage Professional API

 

AI Agent Ready

 
$150

Legacy Agent

+

Social Media Manager

Legacy Planners SASS & Coaching

Agent CRM

 

Legacy Club Membership: Weekly Coaching

 

Lead Platform

 

Social Planner

 

SMS & Email Templates

 

Website Templates

 

Funnels Templates

 

Google for Business Manager

 

Reputation Manager

 

Relationship Manager

 

Mortgage Professional API

 

AI SMS Agent with Funnels

 

AI Voice Agent with Funnels 

 

AI Social Media Manager with Funnels

 
$350
Most Popular

Legacy Team-10 Brokers

Legacy Planners SASS & Coaching + Ai Assistant + Done for you Social

Agent CRM

 

Legacy Club Membership: Weekly Coaching

 

Lead Platform

 

Social Planner

 

SMS & Email Templates

 

Website Templates

 

Funnels Templates

 

Google for Business Manager

 

Reputation Manager

 

Relationship Manager

 

Mortgage Professional API

 

AI SMS Agent with Funnels

 

AI Voice Agent with Funnels 

 

AI Social Media Manager with Funnels

 

Social Media Done for you: 15 Post per month across Instagram, TikTok, Facebook with Lead forms.

 
$750

Book a Call with Our Team

We selectively onboard licensed agents to protect lead quality, compensation integrity, and long-term success.


Book a Call with one of our Agents to see if this opportunity is a fit.

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