Terms & Conditions
- Pay the fee of $149.00 plus applicable taxes.
- Complete the registration process.
- Check the welcome email to access the contractor portal.
- You need to get the license to sell insurance and investment products within 8 months of the registration.
- You will pay a $149.00 one-time fee to get registered with MyLegacy Insurance Services.
- These fees provide you the access to login to the contractor portal, check your team status & dashboard access.
- If a user does not update his or her license in the system within 8 months of registration, he will be unable to access the panel and will have to re-register.
- All payments are non-refundable and are securely processed through the Braintree payment gateway using a credit/debit card.
- Once you obtain your license, there are additional recurring fees that you are responsible for and must pay to remain active with MyLegacy Insurance Services.
- These fees include, but are not limited to monthly platform fees, E&O insurance premiums and access to technology and services.
*The fees and charges may be revised in the future.