W-2 or 1099 — your choice
Choose the structure that fits how you want to build your practice. You bring the ambition; we give you room to operate.
For life insurance agents
Keep your book. Choose your structure. Get the support to write more business.
Evergreen Legacy gives life insurance agents a W-2 or 1099 choice, company-provided leads on their own commission tier, and the case support to keep your focus on clients.
Why Evergreen
The platform behind the agent — without taking over the book.
This is for agents who want autonomy in the field and a serious team behind the scenes.
Company-provided leads, on their own tier
Want leads? We have them. Company-provided leads operate on a separate commission tier from self-generated business, so the economics stay clear.
Top-tier compensation, structured around your book
Your production history, product mix, and goals matter. We build the conversation around your book — not a one-size-fits-all schedule.
Back-office and case support that shows up
Get real help with case design, carrier follow-through, and the details that keep a submitted case moving.
A product shelf built for the work
Write IUL, annuities, and term or mortgage-protection business from a shelf designed for the conversations your clients are already having.
Who we're looking for
Licensed agents who want more control — and more support.
If you are already licensed, writing life insurance business, and ready for a better operating platform, start here.
The expectation is plain
Licensed life insurance agents are preferred. You need the appropriate active life insurance license before you can write business. If your license is in progress, apply and tell us where you are in the process.
- You care about the client experience and the long-term value of your book.
- You want access to IUL, annuity, and mortgage-protection solutions.
- You want a clear path from a live opportunity to a supported case.
How it works
From application to first case, without the runaround.
A direct path, a real conversation, and support that starts before your first submitted case.
Step 1
Apply
Tell us about your license, your book, and the structure you want.
Step 2
Talk through the fit
We review your experience, product focus, lead preference, and next best move.
Step 3
Set up the right path
We align your contracting, support, and lead plan around how you plan to write.
Step 4
Write your first case
Bring a live opportunity forward with case support behind you.
Questions, answered
Before you apply
Do I need to be licensed?
Licensed life insurance agents are preferred. You must hold the appropriate active life insurance license before writing business.
Can I choose W-2 or 1099?
Yes. Evergreen offers a W-2 or 1099 structure, and you choose the path that fits your practice.
Are company-provided leads available?
Yes. Company-provided leads are available on a separate commission tier from self-generated business.
Where is the opportunity available?
The opportunity is available across the contiguous United States, excluding New York.
Your next move
If you are ready to build with more support, apply now.
Tell us where you are, what you want to write, and how you want to work. We will take it from there.