Who we help

Commission income, no benefits package.

Your brokerage gives you a desk and a logo. Health coverage, life coverage and anything resembling a retirement plan are yours to sort out. Here is how that actually works.

Almost every agent is a 1099 contractor, which means the brokerage is not providing benefits and is not going to. You are buying your own coverage on income that arrives in lumps rather than fortnightly.

That lumpy income is the part most advice ignores. A premium that is comfortable in a month with two closings is a problem in a quarter with none, and the wrong answer is a plan you cancel in month four and re-buy at a worse rate later.

The other piece nobody raises: commission income stops entirely if you cannot work. Agents tend to insure the house and not the person selling it.

Get your free quote

Six fields, about a minute. We come back with what is actually available where you live.

This form is not connected to a submission endpoint yet. Until it is, please book a call or email Troy@legacystrategies.co.

Please do not submit account numbers, Social Security numbers, policy numbers or other sensitive financial details through this form. Detailed information is gathered later through a secure process.

What applies to you specifically

Cash flow matters as much as premium

A plan you can hold through a slow quarter beats a cheaper one you lapse. That is a design question, and it changes which options are worth looking at.

Subsidy estimates on commission income

Marketplace subsidies run on projected annual income. Commission makes that projection harder and the consequences of getting it wrong land at tax time.

Cash value as a liquidity tool

Some agents use properly structured permanent policies as a place capital can sit and still be reachable — a use case that comes up often in commission businesses. It is a long-horizon strategy with real trade-offs and costs, not a savings account, and it is not right for everyone.

Nothing pays you if you stop producing

No sick pay and no group disability. What happens to the household if you cannot list for six months is a question worth answering deliberately.

Questions we get asked

Does my brokerage offer anything I should check first?
Some larger brokerages have access to association or group plans. Worth asking before you shop, and worth comparing against what you can get on your own — sometimes the association plan wins and sometimes it does not.
Can I write premiums off as a business expense?
The self-employed health insurance deduction may apply, with conditions. Life insurance premiums are generally not deductible personally. Both are questions for your CPA rather than for us — we will tell you what the policy is, not what your return should say.
I have heard agents use whole life as a banking system. Is that real?
The mechanics are real — properly structured participating whole life builds cash value you can borrow against. Whether it fits you depends on your cash flow, your time horizon and what else your money is doing. It is a long-term commitment with real costs, and it is oversold. We explain both sides on the infinite banking page.

This page is general education, not individualised financial, tax, legal or investment advice. Product availability, pricing and eligibility vary by state, county, age and health. Nothing here guarantees any particular outcome, cost or result.

Next step

Fifteen minutes, and you will know where you stand.

A review is a short conversation about the coverage and savings you already have. We look at what you pay, what it covers, and whether there is a better fit available where you live. No cost, no obligation, and no pitch if nothing needs changing.