Unlock Success in 2025: The Blueprint for Thriving in Life Insurance


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"Building trust and lasting client relationships is the key to a successful and thriving life insurance career

in 2025."

2025 is here, and with it comes new opportunities to elevate your life insurance career. Discover how trust, transparency, and smart strategies can help you build lasting client relationships and achieve long-term success. This guide lays out the blueprint you need to thrive in an ever-evolving industry


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What's New at Legacy

NEW! Eagle Select Final Expense Product


We've made the best of what makes us an industry leader in the Final Expense market even better. Eagle Select is designed to give you the features to meet your client's needs:

  • 100% Instant Decision eApplication – the same process you love, now more enhanced.
  • Intuitive Health Questions – tailored around each client's unique health profile, leading to more approvals and better-fit coverage.
  • Lower Premiums – your clients get even more value with competitive rates that fit their budget.

 

Product Highlights

  • 3 tiers to automatically match a client's profile
  • Eagle Select 1 & 2 – level death benefit
  • Eagle Select 3 – 2-year graded death benefit
  • Issue ages 40 – 85
  • Face amounts up to $40,000
  • Quit Smoking Advantage
  • Optional Accidental Death Benefit Rider


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Unlock Your Potential: Dynamic Pathways to Success and Impact

At Evolution Insurance & Wealth Management, in partnership with Legacy, we’re redefining how agents grow, succeed, and make a lasting impact. We believe in equipping you with everything you need to thrive—cutting-edge tools, world-class training, and the unwavering support to help you unlock your full potential.


We’re thrilled to announce that we’re on the brink of launching three dynamic onboarding platforms—Career, Independent, and Hybrid—tailored to meet you at every stage of your professional journey. These platforms are more than pathways; they’re gateways to growth, expertise, and unparalleled opportunities. Whether you’re seeking the full support and stability of our Career track, the freedom and autonomy of the Independent platform, or the perfect balance with our Hybrid option, we’ve designed a solution that fits your goals and ambitions.


With Evolution’s unique approach, you’ll not only transform the lives of the families you serve but also set the stage for your own exceptional growth and financial success. We’re just about ready to bring these opportunities to life—and we can’t wait to help you elevate your career to new heights.


Stay tuned—the future of your success is closer than ever.

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Activities

January

1

Financial Wellness Month: January is all about starting the year on the right foot, and Financial Wellness Month encourages everyone to take a closer look at their financial health. For insurance professionals, it’s a perfect time to help clients understand how products like life insurance or retirement planning can secure their financial future.

January

27

Identity Theft Awareness Week (January 27–31): In today’s digital world, protecting personal information is more important than ever. Identity Theft Awareness Week is a great opportunity to talk with clients about safeguarding sensitive data and explore how insurance can play a role in providing peace of mind.

January

28

Data Privacy Day (January 28): This day reminds us all how crucial it is to protect data—both our own and our clients’. As an insurance professional, you can use this occasion to highlight your commitment to secure practices and educate clients about protecting their information.

February

11

National Safer Internet Day: The internet is a powerful tool, but it’s also full of risks. National Safer Internet Day is the perfect time to discuss online safety with clients, especially as it relates to protecting their personal and financial information. It’s also a great reminder to review your own digital security practices.

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