Are you ready to embark on the journey to financial success?

LEGACY LEADERS

Founded by Regional Vice Presidents Jordan & Daja Lee

Legacy Leaders helps middle income Americans get educated on the top secrets that the wealthy utilize to grow, sustain, and enjoy their wealth. Through the products of life, home, auto, and business insurance we ensure the proper foundation to lead you to a fulfilling future in financial services.

Our Firm Assists Families & Small Businesses With:

  • BUDGETING

    It’s not about restriction—it’s about intention. Where your money goes matters!

  • DEBT ELIMINATION

    The less you owe, the more you own—of your time, your energy, and your future.

  • SAVING MONEY

    Use real strategies to save on taxes and insurance to get you and your family ahead.

  • INVESTING

    How your money works while you rest, grow, and live.

Key Teammates

Licensed Regional Leaders

Alex & Yara

Licensed Senior Rep

Shenaita

What’s in it for YOU?

  • Full Licensing to Become a Financial Advisor

    We will support you on your journey to become a fully licensed financial advisor, ensuring you’re equipped to launch a successful career in financial services.

  • Direct Access to the Lee Legacy Leaders Network

    Join an exclusive network of high-performing leaders. Learn directly from Daja & Jordan and other key leaders who have proven expertise in building and scaling thriving businesses.

  • Consistent Training & Mentorship

    Receive ongoing training sessions led by our founders, focused on building the mindset, skills, and strategies needed to achieve extraordinary results. We’ll pour into you every step of the way to ensure you’re set up for long-term success.

Feeling Curious?

Join us for one of our PTO Tuesdays on Zoom!

What is PTO?

This Prospective Team Member Orientation is an introductory call for brand new team members who are or prospective team members who are considering adding Life Insurance to their income & investments as an income stream.

Together We Will Cover :

  • Life Insurance

  • Retirement

  • College Plans

  • Budgeting

  • Debt Elimination

  • Investments & Licensure

  • Saving

FAQs

  • Absolutely! No prior experience is necessary. We offer comprehensive training and cover the expenses associated with obtaining your financial advisor license. The Lees will support you throughout your journey, equipping you with the knowledge and confidence needed to succeed, no matter your starting point.

  • If you are facing challenges, Lee Legacy Leaders is here to empower your journey toward transformation. Our emphasis on cultivating a resilient mindset, enhancing your skill set, and fostering connections within a supportive community equips you with the essential tools to convert obstacles into opportunities. Remember, success begins with that crucial first step—this is your moment to take it.

  • The amount of time you invest is a personal choice, but it is important to recognize that success is not a passive endeavor; it is achieved through hard work and determination. Lee Legacy Leaders offers you the resources and support necessary to optimize your efforts. Whether you can commit a few hours each week or are ready to fully immerse yourself, our team is structured to align with your individual goals and lifestyle.

  • Failure serves as a pivotal step on the journey to success. At Lee Legacy Leaders, we go beyond providing information; we facilitate profound transformation. You will receive ongoing mentorship, actionable strategies, and access to a dynamic network of leaders dedicated to mutual elevation. By joining us, you become part of a family united in the pursuit of excellence.