Stop Building Their Dream.

Start Building Your Legacy.

Keep 100% of your commissions, own your book of business, and get the "Done-For-You" systems you need to scale. Designed for serious agents ready for real freedom.

This is NOT Multi-Level Marketing

We don't care about your recruiting skills. We care about your production. No uplines taking a cut of your commissions, no mandatory team building, and no cult-like meetings. Just pure sales, high commissions, and ownership of your book.

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

Let's build a book of business worth selling. Every client you write belongs to you, not the company.

Earn 170% Bonus Commission

Stop splitting commissions to your upline. All Legacy Planners receive the same top-tier commission.

Premium Leads Program

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

CRM, Funnels & Pipelines

Customize pipelines, automations, and follow-ups to match how you sell. Stay organized and close faster.

AI Assistant

Let AI handle follow-ups, appointment reminders, and lead responses so you can focus on selling.

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?

We partner with driven professionals who are ready to take their career to the next level.

Licensed life insurance agents

Self-starters who don't need micromanaging

Agents tired of giving up 30-50% of their commission

Producers who want to own their book of business

Professionals looking for real systems, not just hype

Those ready to scale to $10k-$30k+ per month

Performance Coaching with

Richard Dolan

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

SaaS & Coaching

$ 150 /mo
  • Agent CRM & Lead Platform

  • Weekly Coaching

  • Website

  • Back Office Support

  • 170% Bonus

Legacy Agent +

Social Media Manager

$ 350 /mo
  • Everything in Legacy Agent

  • Ai SMS & Voice Agent

  • AI Social Media Manager

Legacy Team

Done For Your Social

$ 750 /mo
  • Everything in Legacy Agent +

  • 15 DFY Posts Per Month

  • Across IG, TikTok, FB

Ready to Build Your Legacy?

Book a strategic discovery call to see if the Legacy Planner model is the right fit for your goals.

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