Carrier Specific Training and State Annuity Training must be completed prior to soliciting business.
Failure to complete the required training will result in significant delays which often includes newly signed paperwork.
For Americo, product specific training must be completed prior to solicitation of any
business, regardless of state solicitation rules. For Ameritas and Integrity Life, product training
must be completed prior to the agent’s first appointment with the applicable carrier and/or
solicitation of business, whichever comes first. No appointment will be processed for Ameritas or
Integrity Life writing agents without completed product training.
Please see below to view training requirements and additional information.
Access product specific training here: www.legacynet.com
For Contracted agents:
1. Go to www.LegacyNet.com
2. Click on the button that says “Insurance Professional Login” in the upper right corner.
3. If a user name/password has already been set up, enter and proceed. If not, click on the
hyperlink that says “Register with LegacyNet” and follow the applicable prompts to create
a user name and password.
4. From the “Home” page, click on the “Product Training” button located on the left-hand
side of the page.
5. Click on the specific product training.
6. On Step 1, click on “Click here” and following any applicable prompts.
7. Read the PDF file thoroughly.
8. On Step 2, click on “Click here” and following any applicable prompts.
9. Enter in your information to confirm completion of the product training. Once completed, a
confirmation email will be sent to the email address on file for your records. Legacy will
be notified immediately upon completion.
Guest Logon for Agents Pending Legacy Approval:
1. Go to www.LegacyNet.com
2. Click on the button that says “Insurance Professional Login” in the upper right corner.
3. Click on the hyperlink that says “Temporary Product Training Access” and follow the
applicable prompts to create a user name and password.
4. Enter Guest Access Code – LEGACY12
1. Follow instructions to register using SSN#
2. Click on the specific product training.
3. On Step 1, click on “Click here”.
4. Read the PDF file thoroughly.
5. On Step 2, click on “Click here”.
Please note, Guest Access is limited to Legacy Exclusive product trainings only and the logon
created during the temporary access will expire within 24hrs from the time it was created. Once
an agent is contracted, they will need to create an actual login to access the site and any
product trainings completed as a “guest” will automatically transfer to the agent’s record.
For questions please contact Legacy licensing at 800.395.1053, ext 4007
Subject to change based on state and carrier requirements.