Start your own financial distribution business with a proven system.
Build your own global financial agency using the same systems, processes, and client model that top teams are using today — no guesswork, no starting from zero.
Ideal for: ambitious professionals, career-changers, and leaders who want ownership – not just another sales job.
You’ll plug into a turnkey system:
- Licensing support & product training
- Multi-provider access across insurance & investments
- Proven presentation tools and business funnels
- Clear promotions from Associate to Executive Marketing Director
Own the distribution, not just the sales job.
Most financial professionals trade hours for commissions. At Summit Legacy Global, you’re building an agency – an asset that can pay you on your own production and on the distribution you build.
Agency, not employment
You’re building your own independent distribution business on our platform – with licensing, training, and infrastructure handled, so you focus on growth.
Insurance & investments
Access leading Canadian insurance and investment providers, so you can match real-world solutions to your clients instead of pushing one company’s product.
Scale with a builder model
Earn as a producing broker and as a builder. Our multi-generation override structure rewards you for mentoring and developing other licensed brokers.
A clear path from new broker to agency builder.
We keep the career track simple and transparent. You always know what your next promotion is, what it pays, and what you need to do to get there.
You become a licensed broker
We support you through the licensing process and product education so you can help families with life insurance, critical illness, and investment solutions.
You grow through a clear comp grid
Contract levels start at Associate (36%) and grow through Field Associate (45%), Senior Associate (50%), Marketing Director (60%), Senior Marketing Director (70%) and Executive Marketing Director (80%) based on your personal production and team development.
You build a distribution agency
As you mentor licensed brokers, you can earn generational overrides on their insurance and investment volume – now modelled up to 7 generations deep.
Model your broker & builder income.
Adjust a few simple levers to see how your personal production and team volume can grow your potential income as a Summit Legacy Global broker and builder.
Step 1: Set your assumptions
Start with your contract level, typical case size, and a reasonable team volume. All numbers are illustrative and for education only.
Formula (Insurance Broker Income): Monthly premium × 12 × product multiplier × contract level = estimated monthly income. Investment calculations follow similar logic with fund comp % and multipliers.
Your broker & builder income (illustrative)
Numbers below are estimates only – they don’t represent a guarantee.
Your broker income
Based on your own insurance premiums and investment volume.
Your builder income snapshot
Direct overrides by rank, plus generational overrides (EMD only) on your team’s insurance and investment volume.
Total Income View
Personal commission + direct overrides + generational overrides (EMD only).
All examples are for educational purposes only. Actual results depend on your licensing status, product mix, carrier payouts, compliance, and individual effort.
Designed for serious builders, not dabblers.
You don’t need a financial background to win here – but you do need ambition, coachability, and a real desire to build an asset, not just a side hustle.
You’ll do well here if…
- ✓You see yourself leading people, not just selling a product.
- ✓You’re willing to study, get licensed, and stay compliant.
- ✓You like the idea of remote work with global reach.
- ✓You’re disciplined enough to treat this like a business.
Backgrounds that thrive:
- •Sales, banking, real estate, or mortgage reps
- •IT, engineering, and corporate professionals
- •Immigrants & newcomers with strong networks
- •Leaders who want to build a performance culture
What you get with Summit Legacy Global
We’ve already built the hard infrastructure – you build the distribution.
- ✓Licensing support (HLLQP) and ongoing training
- ✓Turnkey presentations, funnels, and follow-up systems
- ✓Access to multiple insurance & investment providers
- ✓Clear promotions and leadership equity path
- ✓Mentorship from active seven-figure producers
Common questions from new brokers.
A quick look at how licensing, compensation, and the builder model work in practice.
Is this a job or a business?
This is an independent business on our platform. You’re not an employee – you’re building your own book of clients and your own distribution organization, with our systems and infrastructure behind you.
How do I get licensed?
You’ll complete the required provincial licensing (HLLQP or equivalent) and carrier contracts. We provide structure, study support, and practical training so you can get into the field as quickly and compliantly as possible.
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 broker licensing / exam fees in your region and basic business setup (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.
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.
What about support & mentorship?
You’re not doing this alone. You’ll have leadership support, small-group coaching, and direct access to mentors actively producing and building – not just people who “used to” be in the field.
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.
Ready to explore the Summit Legacy Global model?
Book a confidential 20-minute strategy call. We’ll walk through the model, answer your questions, and see if this platform is a fit for your goals.
No pressure. No hype. Just a real conversation about building Insurance + Investment Broker Income and long-term builder income.
Prefer email? Reach us at [email protected]