Summit Legacy Global | Build Your Financial Agency

Summit Legacy Global

Global Financial Distribution Platform

★ Build a global financial agency on your terms

Start your own financial distribution business with a proven system.

After 15+ years and multiple seven-figure earnings in the financial industry, I’m opening up the exact business model I used – so you can build your own global distribution agency, part-time or full-time, without starting from scratch.

Global platform · work from anywhere

Senior Broker track · $100K+/yr potential

Mentorship from an active 7-figure producers

Book a 20-Minute Strategy Call See how the model works

Ideal for: ambitious professionals, career-changers, and leaders who want ownership – not just another sales job.

Industry Track Record

15+ yrs licensed & in production

Built and mentored teams inside major distribution platforms before launching Summit Legacy Global.

Business Model

Agency Builder

You build a personal book of business and a team – with real training, compliance and systems.

Leadership Track

Senior Broker

Our goal is to help serious partners reach Senior Broker levels targeting $100K+/yr in income through personal production + overrides.

Support System

Done-for-you

Licensing roadmap, scripts, tech stack and weekly Zoom trainings so you’re never building alone.

Learn the model, the numbers and the expectations on a short call.

Get licensed, plug into our trainings and start serving real clients.

Grow into a Senior Broker, build a team and create long-term legacy income.

Summit Legacy Global is not a “get rich quick” pitch. It’s a real, regulated business model built with mentorship, systems and compliance. We’ll go through the exact path on your call so you can make a clear decision.

Business model

How the Summit Legacy Global platform works

We are a financial product distribution agency. That means we connect families to leading insurance and investment providers – and we train you to build your own book of business and team under our platform.

01 · Licensing & education

📚

You become a licensed broker

We help you get properly licensed in your region so you can legally advise clients and be paid by the product providers – not by recruiting fees.

Step-by-step licensing roadmap
Exam prep classes & accountability
Ethics-first, client-first training

02 · Client solutions

🏠

You help families build a plan

Using our planning tools, you sit down with clients to protect income, manage debt, and grow wealth with solutions from multiple product providers.

Access to multiple insurance & investment partners
Proven financial education presentations
Mentored appointments until you’re confident

03 · Agency building

🌍

You build a global distribution team

As your skill grows, you can attract and train partners who also want to build in the industry. You earn on your personal production and a percentage of your team’s.

Clear promotion levels & comp grid
Leadership development & weekly coaching
Real ownership of your book of business

Why join us

What makes Summit Legacy Global different

Most “opportunities” online feel like hype. Our edge is simple: real experience, transparent numbers, and a client-first system built over 15+ years in the trenches.

✅ Built by an active producer, not just a recruiter

Proven track record

I’ve already built successful agencies inside major platforms and earned multiple seven figures in commissions. Summit Legacy Global is the platform I wish I had on day one – now opened to you.

Transparent compensation

Before you join, we walk you through our compensation grid, including starting commissions, overrides and Senior Broker income targets – so you know exactly what you’re building.

Systems & community

Weekly live trainings, plug-and-play presentations, CRM tools, and a culture that rewards growth, integrity and results – not just recruiting headcount.

Who this is for

Is Summit Legacy Global a good fit for you?

We’re not looking for everyone. We’re looking for the right partners who want to become trusted financial professionals and leaders.

Perfect if you are:

Coachable & hungry to grow Comfortable speaking with people Willing to study & get licensed Open to building a long-term business

Not a fit if you want:

“Get rich quick” schemes Income without doing the work To avoid licensing or compliance To pressure friends & family

Comp plan

Compensation & growth path (including Senior Brokers at $100K+/yr)

We use a simple, performance-based grid. You start with a solid commission on your own production and grow into leadership overrides as you help others succeed. Our goal for serious builders is to reach the Senior Broker level and beyond.

Level 01

Associate

Entry-level commissions

You plug into licensing, training and mentored field appointments. Focus is on learning the system and helping your first few clients.

Level 02

Broker

Increased personal commissions

As you gain experience and consistent production, your compensation grows. You begin mentoring new partners and building your first-line team.

Level 03

Senior Broker

Target: $100K+/yr

Senior Brokers combine strong personal production with a growing team. At this stage, many partners are on track to six-figure annual income through commissions and overrides, depending on activity and results.

Level 04

Agency Builder & beyond

Multi-six & seven-figure potential

As you continue developing leaders, your agency can expand nationally or globally. You’re now focused on leadership, systems and legacy planning for your business.

Your first 90 days

From first call to your first commission cheque

Here’s the game plan we’ll map out on your call – so you know exactly what the next 90 days look like if you join the Summit Legacy Global platform.

Weeks 1–2

🎯

Clarity & decision

We’ll walk through the model, answer your questions, and help you decide if this is the right move for your career and family.

Business overview & honest Q&A
Income pathway & time commitment
Personal action plan if you decide to move forward

Weeks 3–8

🧠

Licensing & launch

You’ll complete your licensing requirements while shadowing real client meetings and learning how we present solutions.

Exam prep support & study schedule
Live or virtual training sessions
Access to scripts, slides & tools we use every day

Weeks 9–12

🚀

First clients & Senior Broker track

Once licensed, you’ll start booking your first client appointments and learning how to attract the right partners to your agency.

Mentored client meetings
Simple client-getting system (online + warm market)
Clear roadmap to the Senior Broker level

Straight answers

Common questions about our business model

You’ve probably seen plenty of “opportunities” online. Here’s where we draw the line – and what makes Summit Legacy Global different.

Is this an MLM or “pyramid scheme”?

No. Summit Legacy Global is a financial product distribution agency. You’re paid commissions directly from regulated insurance and financial institutions for serving clients. You can earn additional overrides for leading a team – but there are no product inventory purchases or “membership packs” to buy, and no one gets paid just for recruiting people.

How do I actually make money?

You earn when you help clients implement suitable financial solutions (insurance, investments, etc.) through our product partners. As your client base and leadership responsibilities grow, you can also earn a percentage of the revenue generated by your team. We walk through real examples on your call.

Do I need prior financial experience?

No. Many of our strongest partners come from completely different careers. What matters is coachability, work ethic and a genuine desire to help families. We provide the training, mentorship and tools. You bring the hunger.

Can I start part-time?

Yes. Most partners start part-time alongside a current job or business. As your income grows and your confidence increases, you’ll decide if and when it makes sense to transition to full-time.

What does it cost to get started?

Your main costs are your licensing / exam fees in your region and basic business tools (which we’ll outline on the call). There are no inflated “start-up kits” or mandatory event packages. We keep your overhead lean so you can reach profit quickly.

What kind of support will I receive?

You’ll plug into weekly live trainings, step-by-step onboarding, access to our presentation decks and scripts, plus one-on-one mentorship on real cases. You’re in business for yourself, but not by yourself.

Ready to explore if Summit Legacy Global is right for you?

Book a zero-pressure, 20-minute Zoom call with me. We’ll walk through your goals, your current situation, and whether building a financial distribution business on our platform makes sense for you.

Book Your Free Strategy Session

On this call: No hype, no hard close. Just clear numbers, clear expectations, and space for your questions – including how the Senior Broker path to $100K+/yr really works.