Join the WhatsApp group for training and additional help! → Join the WhatsApp group for training and additional help! → Join the WhatsApp group for training and additional help! → Join the WhatsApp group for training and additional help! → Join the WhatsApp group for training and additional help! → Join the WhatsApp group for training and additional help! →

Welcome to Your Gateway of Growth & Legacy

We’re truly excited to welcome you as you begin contracting with Heirloom Legacy Life.

This dedicated portal delivers everything you need — in a clear, step-by-step format — to help you launch quickly, confidently, and successfully.

Our entire team stands ready to support your journey with ongoing guidance, premium training, and resources designed to fuel both your professional development and business expansion. It’s an honor to partner with you — let’s build something extraordinary together.

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Join Our Agent Community

Stay connected, get real-time updates, ask questions, and network with fellow Vantage x Heirloom Legacy Life agents!

💬 Join WhatsApp Group Now

This is the official group for quick tips, announcements, and peer support. See you inside! 🚀

New to Heirloom Legacy Life?

If this is your first time contracting with Heirloom Legacy Life through Vantage, please complete the quick form below to get started.

📌 One-Time Only – Takes just 2 minutes!
Complete Contracting Form

This form registers you in our system and initiates carrier contracting. We'll process it quickly and keep you updated!

SureLC Contracting Instructions

Please take a few moments to watch the two short videos below (one is approximately 4 minutes and the other 5 minutes). This small time investment will answer many of your questions and walk you through exactly what is required to complete your contracting correctly.

Following these steps will help avoid delays and expedite your ability to start earning with Heirloom Legacy Life. We look forward to engaging with you and hope these videos provide the clarity and confidence you need to move forward smoothly through the contracting process.

Video 1: SureLC Setup & Profile (~4 minutes)

Video 2: Submitting Contract Requests (~5 minutes)

If you have any questions after watching, feel free to reach out to our support team!

How To Check On Carrier Contracting Status

Processing & Timeline Expectations

Please allow 1-2 business days for initial contract requests made in SuranceBay to be processed, and another 1-2 business days for the contract to actually be submitted to the carriers.

During times of high contracting volume, it can take 1-2 business days longer.

Also, please allow every carrier two weeks (10 business days) to send out agent numbers/welcome information. Please note that some will take more time, and some will take less time.

If an agent hasn’t heard from a particular carrier after that time, and has checked their Spam/Junk folder for welcome emails, the agent can call the carrier directly to find out the contract status.

Phone numbers for the most commonly used carriers:

  • Core Bridge/AIG – 1 (877) 399-7747
  • American Amicable – 1-800-736-7311
  • Foresters – 1-866-466-7166
  • Mutual Of Omaha – 1-800-867-6873
  • Trans America – 1-877-454-4768 (Opt 4)
  • Guaranteed Trust Life (GTL) – 1-800-323-6907

If after 10 business days a carrier tells an agent they haven’t received their contract request, please email [email protected] and CC your direct upline for assistance.

We're here to help make the contracting process as smooth as possible!

Final Expense Quoting Tools

Final Expense Quoting Tools

How Do I Quote My Final Expense Carriers?
Save Apps & Website Links To Your Device!!!

Quoting Tools / Prior Contracting Not Required
Apps With No Log In Required:
  • Mutual Of Omaha Quoting Tool – Download from App or Play Store
  • Foresters Mobile Quote & Foresters BIZ APPs – Download from App or Play Store
  • Trans America Quote Tool
Quoting Tools / Prior Contracting Required
Apps/Websites That Require Log In Information:

Core Carriers Information

View detailed info on our core carriers, including emails, phone numbers, payout schedules, agent portals, and more. All links are clickable.

Just-in-Time Carriers Information

View specialized Just-in-Time carrier details for specific cases, including emails, phone numbers, payout schedules, agent portals, and more. All links are clickable.

Additional Carrier Request

Already registered with us? Use this form when you have a client ready and need to request an additional carrier.

Important Disclaimer:
Please only request a carrier if you have a client or someone ready to write business. Requesting carriers without intent may lead to termination by the carrier. Do not request carriers you don't need.
Request Additional Carrier

Additional Resources

Vantage x Heirloom Legacy Life Training Playbook

Access in-depth training materials, carrier-specific resources, sales strategies, scripts, and ongoing education to help you grow your business.

Access Training Portal

Other Tools

Get Your Custom Agent Landing Page
(This is a separate third-party service, not provided through Heirloom Legacy Life)

Have a Question or Need Help?

Contact our support team or schedule a short 15 minute call with Tara.

Support Email: [email protected] or Text/Call: 503 - 708 - 5094 Monday–Friday │ 10 AM – 5 PM PST

Schedule a call with Tara below:

(843) 968 3545

Virtual Office

Office Hours

Mon –Sat |8am–9pm EST

Sunday– Closed