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Terms & Conditions

Below are the steps required to join MyLegacy Insurance Services.

  • 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.

Cost, Fees and Payment

  • 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.


We are professional and reliable provider since we offer customers the most powerful and beautiful themes. Besides, we always catch the latest technology and adapt to follow world’s new trends to deliver the best themes to the market.

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We at MyLegacy Insurance Services are made up of passionate individuals who are committed to helping North American families achieve financial freedom.