Customers & Financial professionals
CONTACT US
Contact us directly for immediate assistance. Need assistance with a policy or onboarding yourself or your agency. Contact us directly for immediate assistance.
Working Hours
Mon - Fri: 8am - 4pm
Let's Chat
RELATIONSHIP MANAGER
Our goal is to build long lasting relationships with our agents and our Relationship Manager will do just that. Your Relationship Manager will ensure you are receiving the highest level of support and service from our company and answer any questions you may have. Your success is our ultimate goal!
SALES AND MARKETING
Legacy thrives on providing agents with the support they need to grow their business partnerships and write new business. When it comes to current cases or new cases our director of sales and marketing can provide you with the tools and guidance to approach clients and close new business cases. Schedule an appointment and see what Legacy can do to help grow your team.
626-214-3013 ext. 112
CASE DESIGN
LFC provides Case Design support for our agents. This team is aimed at difficult and hard to close cases, our specialty. Bring us your cases and we'll assist you in the process of getting them closed.
626-214-3013 Ext. 114
CONTRACTING DEPARTMENT
Each of your carrier appointment applications is sent to a specialized team member to review for errors, outdated documents, and missing information. Our team members will follow-up on any contracting pending requirements for timely processing and expedited appointment.
626-214-3013 Ext. 100
LIFE NEW & PENDING BUSINESS
A team member will scrub your applications before submitting them to the carrier and will assist you in completing any pending requirements to avoid any delays.
To submit or inquire about any life insurance business please utilize the following information:
To submit or inquire about pending life new business:
fax: 213-341-2448
Newbusiness@legacyfullcircle.com
To inquire about the status of pending business or other related questions please e-mail newbusiness@legacyfullcircle.com
ANNUITY NEW OR PENDING BUSINESS
A team member will scrub your applications before submitting them to the carrier and will assist you in completing any pending requirements to avoid any delays.
To submit or inquire about pending annuity business:
626-214-3013 ext. 106
Annuities@legacyfullcircle.com
For instructions on how to submit your application as it varies per carrier.
COMMISSIONS
Each carrier will pay you directly for your personal production based on their commission schedule. For any and all commission questions please feel free to contact our Commissions Department.
626-214-3013 Ext. 103