Build Your Book with:
Life Insurance, Critical Illness, Group Benefits & Investments.
Built for mortgage brokers who want real partnership, transparent payouts, and the freedom to build their own book, not just submit files.
Mortgage Professionals Only
Simple, Transparent, Broker-First
We keep onboarding and operations straightforward so you can focus on closing deals and growing your book.
🔁 HOW IT WORKS (SIMPLE STEPS)
Apply to become a partner
Review commission structure & products
Connect your CRM
Get paid and build your book
A Better Way to Grow as a Mortgage Broker
Legacy Planners removes the friction brokers face with traditional brokerages by offering transparent commissions, real products, and true partnership.
🏦
Earn 50% Commission
Your Licensed insurance partner will split 50% of the commission on every deal you close.
No confusing tier systems. No hidden splits. Just transparent, performance-based earnings.
📄
Real Insurance Products
Work with real, insurance products like Term, Universal Life, Critical Illness, Group Benefits, & Investments,
📈
Build Your Book
As Mortgage Professionals you don't have a book that can be sold. All Legacy Planners own their book of clients.
🤝
Referral Tansparency
Just opt in, connect your CRM and we will do the rest. Our custom CRM will automate quotes and referrals in your pipeline so give you a live view of all interactions, & commissions.
Partner with Legacy Planners!
This opportunity is designed for:
Mortgage Professionals who want more than MPP or Traditional Mortgage insurance.
Mortgage Professionals who want to build a book of business worth selling.
Mortgage Professionals who want to offer clients investments products.
Mortgage Professionals who want to make sure the legacies of their clients.
Choose the Partnership That Fits How You Work
Legacy Planners offers two clear partnership paths for mortgage brokers — whether you want referral-based income or full control over insurance conversations.
🤝
Earn 50% Mortgage Professionals
Refer qualified clients who need insurance or Investment solutions and earn 50% commission when policies are placed.
No insurance License required (must be a licensed mortgage professional)
Simple referral process
Earn on closed policies and investments
You master mortgages and we do the rest.
Earn 150% Bonus+FYC
Earn Trailers & Book revenue
🛡️
Earn 100% Get LLQP Licensed
Become insurance licensed and earn 100% of the insurance commission on clients. We can help with that.
Full control of client & conversations
Keep the full commission
Build long-term recurring income
Custom Funnels & Marketing
Social Media Management
Earn 150% Bonus + FYC
Earn Trailers & Book Ownership
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.
