We run the marketing, capture consented consumers nationwide, and route them to you by how ready they are to talk. You only pay for the level of engagement you want.
The funnels that generate these leads are operated under one or more separate consumer-facing brands, designs, and domains. The branding, logos, and user interface a consumer sees when they opt in will not necessarily match the 360 Legacy site or this Agents page. Leads are generated through these consumer brands and delivered to you. Do not assume a lead will recognize the "360 Legacy" name.
Every lead has opted in and consented to contact. Choose the intent level that fits how you sell.
We drive consumers to our estate planning funnels under our consumer brands.
Consumers complete the intake and consent to be contacted by a professional.
Callback, live call, or a booked Zoom appointment, which sets the lead tier.
The lead routes to you in real time with the full intake attached.
Every lead has agreed to be contacted, with the consent language and timestamp recorded.
Name, location, asset tier, and stated goals arrive with every lead so you open warm.
Scale up to booked appointments or keep costs low with callbacks. You choose the mix.
We generate demand across all 50 states and route by the territory you want.
Real consumers, real consent, delivered the moment they raise their hand. If a lead misses the basics, we replace it.
We replace any delivered lead that meets one of these, no back and forth:
Tell us about your business and the volume you want. We'll follow up with terms and onboarding.
By submitting, you agree we may contact you about partnership terms. This is a business inquiry, not a consumer request.
Our team will reach out shortly to talk terms and get you set up.