We Believe Embracing New Earning Opportunities Should Be Simple.

Increase Your Opportunity.

Earn More Money.

Build a Legacy.


“We believe confident and empowered agents are influential, effective, and profitable. We exist to change agents’ lives by equipping them with simple tools, resources, and relationships to allow them to serve their clients’ financial needs, earn more money, and build a legacy.”

Matt Smith, Vice President of Retirement Services & Events

Impact Legacy Retirement Group is a team of retirement advisors and client service specialists with expertise in annuities, life insurance, long-term care strategies, tax planning, and wealth management. We focus on educating, equipping and empowering our agents and strategic partners nationwide.

To help reduce complex financial concepts into simple ideas and language for your clients in order to help them make the best retirement planning decisions for themselves and their families.

We provide training and coaching to give you the words and tools to extend client conversations beyond insurance and discover all potential risks and opportunities.

We provide comprehensive assessments and services to assist in securing peace of mind for your clients’ financial future.


We offer a simple, trusted system that will allow you to assess client needs, confidently engage in financial conversations and navigate retirement concerns. We align with you for your success in the retirement planning process in three simple ways:

Coaching and Mentoring

  • • How to begin the Advanced Markets conversation
  • • How to present the opportunity
  • • How to assess clients’ needs
  • • How to gather documents
  • • How to formulate a plan
  • • How to present solutions to clients
  • • How to deliver a turn-key retirement seminar
  • • How to close the sale
  • • How to follow-up with clients

Direct Sales

  • • Start-to-finish sales guidance
  • • Client plan suitability
  • • Strategic financial planning
  • • Solution and case design creation
  • • General problem solving

Tools and

  • • Collaborative online community for real time help
  • • Retirement Prospect Portal
  • • Market risk assessment tools
  • • Retirement planning software solutions
  • • Tax-strategy tools


Follow this simple plan to win big with Impact Legacy Retirement Group.

4 Easy Steps to Adding Six Figures with Retirement Planning



  • Extend the conversation beyond insurance
  • Explore and expose your client’s risks and opportunities
  • Establish our trusted authority

02 - EDIFY

  • Edify the Retirement Team
  • Educate the client on the review process


  • Enlist the support of the Retirement Team
  • Enable transfer of documents for review
  • Establish complimentary retirement consultation

04 - WIN

  • Expand your influence as the trusted advisor
  • Equip your business for growth
  • Elevate your earnings by closing more sales


We provide advanced markets and retirement planning support at two primary levels:


The EMPOWER support level puts you in the driver’s seat and allows you to direct all communications and engagement with your client. Our retirement team empowers and equips you to successfully navigate the entire sales process and maximize your earnings.

Agent earns 100% of the Street Comp


The ELEVATE support level introduces you to Advanced Markets, allowing you to engage in the process for your professional growth and development. Our retirement team will directly engage with your client and facilitate the entire sales process upon receiving your referral. You can shadow the complete experience with the retirement advisor to expand your opportunities and capacity to serve clients.

Agent earns 50% of the Street Comp


Whether you are brand new, simply referring cases, or you want to learn and work toward becoming a full service agent and retirement advisor, the Elevate program is for you.

Direct Referral Bonus

If an elevated case client refers a new client to the Impact Legacy Retirement Group, the original agent will be compensated based on how long the original elevated case client was referred to ILRG:

  • Year 1 & Year 2 = 50% of street
  • Year 3 & Year 4 = 25% of street
  • Year 5 and On = 15% of street
Referral only relates to direct referrals from the original Elevated Case Lead.


The Elevate support level features a special Legacy Lifetime Income opportunity.

Legacy Lifetime Income is a revenue sharing program created as a legacy benefit for agents.*

As the retirement team continues to service and meet the needs of the client, any new life insurance or annuity sales written in the first 36 months will generate a new commission to the referring agent of the original contract based on the ELEVATE progressive compensation schedule. After 36 months commissions will continue to be paid on any new life or annuity business to the referring agent in the amount of 25% of the agent’s carrier/product commission rate.

*Agent must be contracted, active and in good standing with the Impact Legacy Group.


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Retirement Downloads

So whether you are a new agent, a veteran advisor, or an industry top producer who wants to stay focused on your niche of insurance sales, Impact Legacy Retirement Group can be your strategic partner offering the services of EMPOWER or ELEVATE to help you increase your opportunity, earn more money, and build a legacy.


VP of Business Development, Managing Partner - Impact Legacy Retirement Group

Pat co-founded and launched a comprehensive retirement planning firm in 2012 that he helped grow to thirteen offices across Ohio. In 2021 the company eclipsed $100MM of annual annuity and life production and had $250MM in assets under management (AUM). In addition to a life and health insurance license, Pat also holds a Series 65 license.

The Atlanta Braves drafted Pat as a left-handed pitcher following his senior year of high school. After spending four years in the minor league system, Pat returned home to Ohio, where he attended and graduated from The Ohio State University.

Pat and his wife Lauren make their home in Dublin, Ohio with their three young children, Ella, Addie, and Luke.

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