Launch Your Insurance Career with Legacy Financial & Life
Join Tim and Beth Byrd as your upline and gain access to proven systems, mentorship, and the latest AI-powered tools to accelerate your success in the insurance industry.
Why Join Our Team?
Access to cutting-edge technology, proven systems, and experienced mentorship
Experienced Mentorship
Learn from Tim and Beth's 15+ years of combined experience
Proven Systems
Access to established processes that have generated 300+ policy sales
AI-Powered Tools
Advanced CRM, automated front office, and AI-driven lead generation
Plan Matching AI
Sophisticated software to match clients with optimal insurance solutions
Automated Communication
AI-powered email, text, and call automation to streamline client interaction
Chat Bot Integration
Lead qualification and initial consultation automation
Comprehensive Upline Support
Tim and Beth provide hands-on guidance and support to help you succeed
- Weekly training sessions and strategy calls
- Lead generation assistance and referral sharing
- Contract negotiation and carrier relationship support
- Business development planning and goal setting
- Access to established client acquisition methods
- Technology integration and system training
Advanced Technology Stack
Be among the first to leverage cutting-edge AI tools for insurance sales
🤖 AI-Powered CRM (Coming Soon)
Intelligent customer relationship management with automated lead scoring, follow-up reminders, and personalized communication strategies.
- • Automated lead qualification
- • Smart follow-up sequences
- • Predictive analytics
🎯 Plan Matching AI
Sophisticated algorithms that analyze client profiles and recommend optimal insurance solutions with unprecedented accuracy.
- • Risk assessment automation
- • Product recommendation engine
- • Needs analysis optimization
📞 Communication Automation
AI-driven email, text, and call automation that maintains personal touch while scaling your outreach capabilities.
- • Personalized email campaigns
- • Smart text messaging
- • Automated appointment scheduling
💬 Intelligent Chat Bots
24/7 lead capture and initial consultation automation with natural language processing for seamless client interactions.
- • Initial needs assessment
- • Appointment booking
- • FAQ automation
Proven Track Record
Join a team with demonstrated success and established systems
Your Career Path
Structured progression with clear milestones and increasing autonomy
Onboarding
Comprehensive training on products, systems, and our proven sales methodology.
Mentorship
Direct mentoring with Tim & Beth, shadowing calls, and hands-on guidance.
Independence
Gradual transition to independent operation with ongoing support and resources.
Leadership
Opportunity to recruit and mentor your own team members as you grow.
Ready to Launch Your Insurance Career?
Join Tim & Beth Byrd and gain access to proven systems, cutting-edge technology, and experienced mentorship.
Ready to talk through your options?
No pressure, no jargon—just a conversation about what fits your family best.
Licensed in GA. This website is for educational purposes. Policies and features vary by carrier and state.