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 business experience — licensed since 2018 — 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.
Rodney Cummings
Founder & Lead Advisor
Rodney brings 30+ years of business acumen, licensed as an insurance agent since 2018, and a network of industry veterans behind every product line. 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.