• Life Insurance

Finding the right life insurance product for your clients is a balancing act.

We Are Your Team

When you work with us, we’ll work for you.

Client situations aren’t cookie-cutter and neither are our services. Our insurance licensed sales professionals are here to help you explore more product options and work through your client-centered scenarios.

We have decades of industry experience, and our dedicated teams are here to help you implement results-driven marketing ideas with best-in-class sales techniques.

Try us. Experience all the ways we can help you build your business. Give us a call today!

Life Insurance Sales Solutions

Along with our dedicated Life Insurance Team, the expansive list of carrier partners, products and value-add programs confirms our pledge to provide you with resources and programs to help you sell more life insurance. Whether it’s estate planning, small business planning or premium financing, our team looks beyond the traditional options to find solutions to satisfy your client’s specific situation.

You take care of your customer relationship, we’ll handle the rest. It’s what we do.

Advanced Concept Case Design

When it comes to life insurance, your customers have options — lots of options. We’ll put our years of experience to work for you and your customers. Need to know which product options may work best for your clients? Try us. Call us with a client scenario and we’ll work with you to find the solutions that fit your client’s best interest. We have direct lines to the carrier underwriters and will work diligently to help you sort through all available product options.

We can help with traditional life insurance options, business life plans, estate planning and premium financing. No matter how complex your case might be, we are here to help with a robust list of product solutions.

We’ll help you develop some of the best strategic options for your clients. Contact us to learn how!

  • Universal Life
  • Indexed Universal Life
  • Term Life
  • Whole Life
  • Life/LTC Combo Products (Linked Benefits)
  • Survivorship
  • Single Premium
  • Simplified Issue
  • Final Expense
  • Impaired Risk

Back Office Support

The amount of paperwork needed to acquire the right policy for your customers is increasing by the year. The carrier underwriting process can be cumbersome to navigate without strong carrier relationships — your customer’s application might be sitting for weeks. That’s where we come in.  From the time you submit your application until your client case is closed, our one-on-one case management teams will be with you every step of the way.

Life Lessons

Life Lessons is a bi-monthly webinar sales series that takes an in-depth look at the latest sales and marketing topics driving the life insurance industry. Attend our Life Lessons webinar and gain access to innovative sales concepts each month.

Call us to register for one of our upcoming Life Lessons webinars.

NEWLY RELEASED eBOOK!
Attracting Small-Business Owners to Your Practice.
Contact us to get your copy!

Serving the small business market can give you a competitive edge and set you apart from other financial professionals. But doing so requires both an understanding of the needs of the small business, as well as the multiple solutions available to meet those needs. Learn how life insurance can be a valuable business strategy — and gain the knowledge and confidence to engage owners with your practice.

Writing Life Insurance Business

We work as the liaison between you and the carrier’s underwriting department to address any questions or issues that arise; monitoring the progress of each life insurance piece of business.

Here’s how the process works:

A dedicated Legend Financial Marketing Services case manager will call to confirm the receipt of your application and conduct an initial review.

Your application is submitted to the insurance carrier within 24 hours.

Communication is key. Your case manager will contact you weekly — or as often as needed — regarding your application until the policy is in force.

If approval comes back “other than applied for,” your case manager will help you find the next most suitable option available to your customer.

Questions about a life insurance application you’ve submitted? Please call us and we will be happy to help.

We Offer Several Convenient Ways to Submit Your Business:

E-App through i-GO or WriteNow.

Save time and get paid faster when you write business online.

Email your business

to one of our dedicated Legend Financial Marketing Services case managers or sales support associates at newbusiness@legendfms.com

Overnight UPS

through prepaid labels provided by Legend Financial Marketing Services at no cost to you. This is an excellent option when sending premium with an application!

Fax your business directly to our teams.

561.425.7343
Attn: Life Business

Mail:

Legend Financial
Marketing Services
Attn: Life New Business
11780 US HWY 1, STE 203N
Palm Beach Gardens, FL 33408

E-App Submissions

Electronic application (e-App) submission is your gateway to a comprehensive collection of the forms and documents needed to write a client case. Contracting with Legend Financial Marketing Services gives you exclusive access to completing and submitting your applications online. This can cut down on turnaround time and prevent incomplete documents from getting stuck in the process.

Call us today to learn more about the e-Application process and get ready to submit your business today!

Submit Your Business Faster with WriteNow – New!

WriteNow allows you to pare down the paperwork and speed up the process of writing business.
In fact, applications submitted through WriteNow issue on average three days faster than a traditional paper application.

WriteNow gives you access to:

Up-to-date application forms
Checkpoints to ensure a complete and accurate application
Saved information from past applications

WriteNow is currently available for Allianz Life Insurance Company of North America.

Call us today to learn more about the WriteNow process!

Getting Contracted

Get contracted quickly and easily when you apply online or download our application and return it by mail or email it to us at contracting@legendfms.com.

When you contract with Legend Financial Marketing Services, you’ll have access to:

Dedicated teams to help you find the solutions that best fit your clients’ needs

A suite of customizable, results-oriented marketing programs

Sophisticated sales solutions

If you have questions about the process, visit our Get Contracted page or give us a call to walk through the quick and easy steps of contracting with Legend Financial Marketing Services.