Apply to Join Our Agent Team · Evergreen Legacy

Agent application

Bring us the facts about your book. We will bring a clear path forward.

This short application helps us understand your licensing, experience, and preferred working structure before the first conversation.

Start here

Apply to join Evergreen Legacy

Licensed agents are preferred. New York residents are not eligible for this opportunity.

First name

Last name

Phone

Resident state

Are you currently life-licensed?

Resident license number (required if you are licensed)

Years in the industry

Current annual production band (cases written)

Preferred structure

Do you want company-provided leads?

Tell us about your book

What you write most, where your cases come from today, and the biggest thing slowing you down. A couple of sentences is plenty.

I agree to receive text messages from Evergreen Legacy, a DBA of Capital Direct Financial Corporation, at the number provided — including application follow-up and recruiting messages. Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help.

By submitting, you agree that our team may contact you about recruiting, contracting, and appointment opportunities. Submitting this form does not create an agent agreement.