WHAT IS
LEGACY ARMY
Legacy Army Financial Group is more than a financial firm, we’re a mission-driven movement dedicated to helping families build, protect, and pass down wealth through life insurance, retirement planning, trust and estate strategies, and financial education.
Founded by a husband-and-wife team of visionaries, entrepreneurs, and parents of a blended family of seven, Legacy Army was created to fight the war on poverty and financial ignorance. We believe every family deserves the opportunity to create generational wealth, regardless of where they start.
We equip individuals with the tools and knowledge to take ownership of their financial future, while empowering licensed professionals to build thriving businesses with purpose, passion, and profit.
We are not just a company, we’re a movement. A united front of licensed professionals, financial educators, and legacy builders who are committed to fighting the war on poverty, financial illiteracy, and wealth loss in all communities.
At the heart of what we do is family, faith, and financial freedom. From life insurance with living benefits to estate planning through our sister company, Legacy Estate Planning, we provide comprehensive solutions that give families peace of mind and purpose.
What We Offer :
Life Insurance with Living Benefits
Tax-Free Retirement Planning (IULs & LIRPs)
Final Expense & Mortgage Protection
Business & Veteran Wealth Solutions
Trusts, Wills & Estate Planning (via LegacyEstatePlanning.org)
Financial Literacy & Trust & Estate Planning Workshops for Families & Communities
Our Mission:
To educate, equip, and empower families with the tools to build generational wealth and protect everything they’ve worked for while leaving behind a legacy of love, values, and financial security.
Why “Army”?
Because we are on the frontlines helping communities step into generational prosperity. We are an army of purpose-driven professionals, committed to service, stewardship, and creating legacies that last.
Whether You’re:
A parent ready to protect your family’s future, grow and/or start building your wealth, or
A business owner needing financial solutions, retirement or estate planning, or
A purpose-filled professional looking to grow a financial agency...
Legacy Army is here to serve you.
Here is WHY you should join us in business and become apart of the
LEGACY ARMY
Personalized Training
We provide personalized training for each agent, tailored to their unique strengths and learning style. This ensures that every agent is equipped to deliver exceptional service and build strong client relationships.
Online University
Our online university allows agents to learn insurance basics at their own pace. With interactive modules, agents gain fundamental knowledge tailored to their needs, empowering them to excel in client service.
Mentorship and Coaching
Mentorship and coaching are essential for success in insurance. At Legacy Army, experienced mentors provide guidance and support, helping agents develop skills and confidence to excel in client service. This personalized approach prepares agents to navigate challenges and succeed long-term in their careers.
Tools & Resources
Legacy Army provides its agents with a powerful arsenal of tools and resources to excel in the insurance industry. From comprehensive training programs and state-of-the-art client management technology to personalized marketing support, ongoing professional development, and a dedicated assistance team, Legacy Army ensures that its agents have everything they need to thrive and succeed in the competitive insurance landscape.
Testimonials
- Jeanne C.
Legacy Estate Planning has been instrumental in securing our digital trust by meticulously organizing our digital assets and providing robust protection. Their comprehensive approach ensures that our digital estate plan is well-structured and legally sound. With their expert guidance, we have peace of mind knowing that our digital assets will be handled according to our wishes. Their service is invaluable for anyone looking to safeguard their online presence and digital legacy.
- Mike T.
I've found my home at Legacy Army. The innovative tools, robust training programs, and constant support have propelled my success as an agent in the insurance industry. Being part of this dynamic team has been a game-changer for my career."
- Frank J.
Legacy Army has been a game-changer for me in the insurance industry. The tools, resources, and continuous support provided have elevated my career to new heights. Being part of such a dynamic and forward-thinking team has truly set me up for success.
- Mark W.
Thank you Coach Syndee Moon for training tonight. By investing in ourselves wisely, often, and consistently will elevate our business through activity. We must Feed the Machine!
- Valerie B.
Training last night was like Thanksgiving dinner! Awesome info! Ready to work today!
- Cedric W.
l'd like to take this time out to thank Jesse Moon. He did a tremendous job at helping me write r a $15,000 Final Expense policy for the sweetest elderly lady today. This is why we do what we do. #ChangingLifesDaily
- Shante H.
Coach just dropped some serious sauce on how to become a PRO in Final Expense Leads - and if you missed it, you definitely missed out! This wasn't just any training... this was the blueprint to leveling up, closing more deals, and truly dominating in this space. Let's take action, apply the sauce, and GROW together! #FinalExpenseBosses #ProlLevelOnly #NoTeamLeftBehind
- Jess L.
Thank you Jesse Moon for the putting on an additional training for the MAY competitors. It was such a value to see you in action! To hear how you started, to be able to leverage the experience you have to help us develop! Who's getting off the bench next month! Let's grow Legacy
- Chaya O.
Thank you coach Syndee Moon for being our trainer tonight! It's important to be reminded of the investments needed in our lives to create a successful business. Confidence is built through repetition and the repetition from this training is what we needed. "Closed mouths don't get fed." It is a harsh but true statement. It reminds me that I still have so much to work on and need to be more clear with myself about what my end goal is. I hope to be able to spend this month getting more clear and making those decisions to push me forward. Even if they are small steps, they are still steps. Put me in the game.
- James H.
Last nights training was fire as always ! Great stuff ! Great value! Learn it Implement it and teach it. How many families will we help cross the BRIDGE today or this week - Let's go!! Grow and Prosper!!
- Brooklyn M.
Fire training! Takeaways Money makers Recruiting, closing clients for your teams and training/ development
- Jessica B.
Amazing training. Thank you Coaches for your time, wisdom, and breaking down the paths to 100k. Leads definitely are the way to go if you're part time, but we have to implement structure. No more Scattered chaos.
- Chris DL.
WOW!!! Tonights training was unbelievable!! The breakdown to $100K was a visual roadmap to financial freedom. The daily numbers are so attainable i'm embarrassed i still have a J.O.B. I appreciate the training and accountability this organization holds. I will have my letterman jacket with patches! In the railroad we have a saying.. WITH OUT FAIL!!
- Marco O.
Thank you, coach Jesse Moon, and Syndee Moon for tonight's training. I love script training nights! That's what gets me motivated! Actually getting to practice it with you all. Couple of things that I took away tonight: I called it "get LIT" (So I wouldn't forget). Learn, Implement, Teach. That you don't have to hit rock bottom in order to go up. We can't expect to make it anywhere if we don't move. l appreciate the sacrifice you all are putting in for us.
- Angie C.
Yall really missed out tonight!! Training was fire phone zone and seeing how this all started for Jesse Moon and Syndee Moon. If they can do it so can we they have been where we are at this very moment and | want dare fail my family out of fear another day. Let's go guys !!!!!!!
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