About Us
Legacy Financial Designers provides an entire life product suite, including disability income insurance and long-term care solutions.
Its insurance. But easier.
Legacy Financial Designer is committed to managing the intricate details, allowing you and your team to concentrate on your areas of expertise. We offer as much assistance as needed or can be as hands off as preferred for each agent or agency.
We design and give you white-label access to our pre-sale, point of sale, and in-force servicing pieces. Flexibility is the name of the game. As-earned commissions or annualization (where offered) are both available.
We offer over 60 life, annuity, DI, and LTC carriers for your best fit with every case. Our decades of serving agents and agencies allows us to partner and consult with CPA’s, Lawyers, Broker-Dealers, Social Security experts, Wealth Managers, Business Planners, and more, providing you with expert access in each case. Sarah Steffens has worked for carriers and as a field leader, being able to see both sides, building life-long professional relationships.
Is protecting business owners part of your practice?
With a devoted P&C team, including employee benefits experts, we team up with The BOSS Financial Group. Offering Business owners 360 degree solutions and strategies for small or large businesses. Your success is how we gauge ours. Click here to learn more ->
Leadership
Led by Experience. Driven by Vision.
Sarah Steffens
Founder & CEO
We’re on a mission to create a better model — one where clients are cared for, agents are supported, and technology makes the process seamless. We believe the future of insurance is personal, modern, and people-first.
Sarah’s career has been defined by a deep belief that life insurance matters and it should be available, in some form, to everyone. No producer is just an agent number. Relationship building with producers, clients, and home office allies built Legacy Financial Designers.
Our Vision
Legacy Financial Designers empowers independent insurance producers to scale faster and sell smarter. Through quality products, hands-on mentorship, and proven leadership, we help you grow your business—with less friction and more freedom. Join a high-performance culture that shares knowledge, celebrates wins, and pushes each other to the next level. Join a high-performance culture that shares knowledge, celebrates wins, and pushes each other to the next level.
Our Core Values
People-First. Purpose-Driven. Community-Led.
Empowerment
Any marketing we distribute, is white-labeled. We are here to help you. Not promote ourselves.
Character
We do what’s right — for families, for agents, for the every day.
Innovation
We embrace technology that makes insurance easier, faster, and more accessible.
Community
We donate 1% of annual paid premium to The American Heart Association, a non-profit close to our heart.
Service
We treat every client and producer like family, with personalized care and ongoing support.
Ready to Take the Next Step?
Whether you’re looking to protect your family or build your future as an agent, we’re here to help.
People Who Love Our Place
Legacy is not new to producers or agencies, we just look a little different. Whether you need home office help, sales support, that one carrier for your niched case, or commission solutions, we’ve gotcha. We know what works and have worked for decades to earn the right to call you our partners, and friends.
