About Heirloom
 THE COMPANY
Heirloom Legacy is an independent marketing organization (IMO) for financial products. We were founded in 2017 to build a different type of agency model. Many IMOs are built to be massive product moving empires. Heirloom was created to prioritize the agent in the field and the relationships with the team members as the first concern.
We serve clients by acting as a trusted advisors for financial products that impact their current life and the future of their family. Agents serve as independent advisors and brokers for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits, and more.
Heirloom is building slowly, intentionally, and with purpose. We want a new type of IMO in a churning industry. We are built by field agents to support field agents. Each agent owns their book of business, so you are working for yourself but not by yourself. We would love for you to join us!
THE VISION
Our vision is to build a legacy of serving our seniors and our community by paying it forward. Treating others the way they want to be treated, in order to develop an agency that embraces service as a way of life in our homes and businesses. We create success by allowing honesty and integrity to lead our daily decisions, using our influence to give back to the communities in which we live.
What We Do
Heirloom delivers the highest quality financial products to our clients with honesty and integrity on a daily basis. Our work protects lives and legacy for future generations. The Heirloom team engages in the sacred trust to educate our clients rather than sell anything to them. We advocate for our clients.
Our Approach
The Heirloom approach is simple. We train Top Guns, we provide them a system, we train them to build a book of business the right way, we support them the whole way. Our leaders mentor new agents into maturity, and we help them meet their goals personally and professionally. We want partners not employees. What are your goals? Let us help you achieve them.
Our Mission
To empower people to live a life they desired fueled by the career they enjoy. Building a future doesn’t have to be a grind. We assist the personal and professional growth at every stage. Â Creating a legacy for our ourselves and the next generation through hard work and determination is our passion. It’s our purpose!
Stats
Heirloom Key Stats
We are proud to have a team that is growing quickly and creating financial security for our agents while producing results for clients.
Mil. Issue Paid
Families Protected
Active Teams
Years of Combined Experience
Product Partners
OUR CULTURE
The Heirloom culture is one of our key, distinguishing characteristics.
We have a vibrant and growing organization with a diverse set of styles and backgrounds, with a wide range of experience levels, ethnicities, and creeds. If you take care of the people the culture will be healthy.
From the beginning we have been an agency built by agents who wanted to create a different type of financial institution. Our culture understands that greatness is caught and taught. We learn by seeing others do a task, then doing the task ourselves, and then by teaching others to do the same. Â This process fuels our core value of personal, intentional, commitment to result-oriented training.
 Others focused culture, builds trust and fosters confidence. John Maxwell says “people don’t care what you know until they know you care.” We do care, and we want to show it to the world.
People Just Like You
You are what you see. You can become what you repeatedly see. This is law of the universe. Â If one person has done it, so can another. If they made a shift if their life, and saw radical positive transformations, so can you.
See and Become. Watch and Emulate.
You don’t have to believe our hype. Believe the people who are living proof.
Not All Work
You can not put a price on rest and fun. That is a core element of good culture. We work hard but we also enjoy each other’s company. We don’t mess around when it comes to work because it creates our future, but we also believe in enjoying the fruit of our labor.
Fun | Family | Friendship
Money and career are good, belonging is better. Good culture understands money may move mountains but having a tribe is what makes the work easy. This is a tribe that is growing and a tribe that you can help lead.
Recognition
Everyone wants to excel in what they have dedicated themselves to do in life. We delight in bragging on team members who are separating themselves in the industry. Purpose with passion yields determination. Having a goal is the key to commitment. Recognize the commitment.
Giving Back
The world is so much bigger than our little slice of life. There are so many people in need of time, mentorship, investment, help, and a little attention. Our community needs us. Our team works to improve where we serve.Â
Key Answers
Promote on personal production
Choose a promotion to builder or producer
Begin building the career of your dreams
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