LEVERAGE & LEGACY SUMMIT 2026

THE ROOM WAS BUILT FOR YOU.
GET IN BEFORE IT FILLS UP.

Two full days. Atlanta. August 20 & 21, 2026.

The first premium conference built exclusively for Black and Brown insurance and financial professionals who are ready to master their craft, grow their business, and build a legacy that lasts.

150 seats. This room does not get bigger.

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Special bonuses only available to waitlist members who buy in the first 48 hours.

INSIDE UPDATES

Speaker announcements, agenda drops, and event news before anyone else.

LEGACY

THIS ROOM WAS BUILT FOR YOU IF:

This is not a conference for everyone. It was built for a specific kind of professional. One who is serious about this business, serious about their community, and tired of settling for less than what they know they are capable of.

You are in the right place if you are:

✅The Agent Who Knows They Are Capable Of More You are a producer. You show up. You do the work but somewhere between the training calls and the weekly meetings you realized that nobody is teaching you how to truly master the products you sell, build a brand that attracts clients, or create wealth for yourself with the same tools you sell every day. You are not looking for a new opportunity. You are looking for the knowledge and skills that take you to the next level; wherever you are.

✅The Independent Agent Who Is Flying Solo You have your own contracts and your freedom, but freedom without systems is just a different kind of struggle. Your income is unpredictable. Your pipeline is inconsistent. Some months you wonder if you are building a business or just surviving one. You do not need motivation. You need a blueprint.

✅The Experienced Agent Who Has Lost The Fire You have been in this business long enough to know it works. You have the production to prove it. However, somewhere between the grind and the goals the fire got quiet. You are not looking for the basics. You are looking for the next level, and for a room that reminds you why you got in this business in the first place.

✅The New Agent Who Is Still Finding Their Footing You are less than two years in and some days you wonder if you made the right decision. The product feels complicated. The sales feel forced and the community you were promised feels more like competition than support. You need real training, real strategies, and real proof that people who look like you are winning in this industry.

If you read any one of those and felt seen; this room was built for you

August 20-21, 2026
Atlanta, Georgia
150 seats only - This room does not get bigger.

The Event

What is the Leverage & Legacy Summit

This is the room that was never built for us. Until now.

Two full days of premium professional development exclusively for Black and Brown insurance agents, financial advisors, and wealth builders.

Real Strategy

Real Speakers

Real Community

Real Results

Day One — August 20

Mastery

We go deep into product knowledge, mindset, and the wealth architecture that separates the professionals who build generational wealth from those who just earn a good income.

Day Two — August 21

Implementation

Expert sessions covering advanced sales strategies, business growth, marketing, AI for insurance professionals, and more. You leave with tools you can use Monday morning.

Dates

August 20 & 21, 2026

Location

Atlanta, Georgia

Venue

TBD

Capacity

150 seats — this room does not get bigger

Your Takeaways

What You Will Leave With

Most insurance conferences teach you just enough to stay dependent on the system that trained you. Dependent on their leads. Dependent on their scripts.

The Leverage & Legacy Summit was built to break that cycle.

Over two full days in Atlanta, you will get the training, strategies, and tools that top producers in this industry quietly use, and that nobody in your upline ever taught you.

01

Product Mastery That Changes Everything

You will finally understand how these products actually work, not just enough to sell them, but enough to advise with confidence, serve your clients at the highest level, and use the same products you sell every day to build your own wealth. When you know the product deeply, everything changes. Your confidence changes. Your conversations change. Your close rate changes.

02

Advanced Sales Strategies Built For The Way We Sell

No manipulation. No pressure tactics. No scripts designed for someone else's market. You will leave with closing frameworks and conversation strategies built specifically for the clients we serve and the culture we come from. Strategies you can use on Monday morning.

03

A Business Model Built On Leverage, Not Luck

Most agents are one bad month away from starting over. No systems. No structure. No real business, just a license and a hustle. You will leave with a clear blueprint for building an insurance practice that runs like a real business. Scalable income. Repeatable processes. A foundation built to last beyond any single policy, any single client, and any single season.

04

Marketing That Generates Your Own Leads

The agents who win in the long term own their audience. You will leave knowing how to build a brand, generate consistent leads, and create a marketing system that works while you sleep, so you never have to depend on a lead vendor or a company list again.

05

AI Tools That Give You An Unfair Advantage

The insurance professionals who master AI right now will outwork and outproduce everyone around them without working more hours. You will leave with specific AI tools and workflows built for insurance professionals that make you faster, sharper, and more efficient than the competition.

The Leverage & Legacy Summit is not just two days of training.
It is the room that was never built for us, until now.

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Upgrade Your Experience

The VIP Experience

General Admission

Gets you in the room.

VIP

Gets you in the conversation.

For a select group of professionals, the Leverage & Legacy Summit goes beyond the main stage. The VIP experience was designed for the agent who is not just

Jeff Moore - Leverage and Legacy Summit Founder

ABOUT THE FOUNDER

WHO IS BUILDING
THIS ROOM

I didn't grow up with a financial blueprint.

I am the youngest of eight children, nobody in my household was talking about life insurance products, wealth strategies, or building a legacy.

The tools that could have changed everything for my family simply were not in the room.

So I spent the last 26 years putting them there.

As a financial strategist, author, and founder of Cash Value Wealth Builders, I have dedicated my career to teaching First-Generation High Earners how to stop being great employees and start being great owners. I wrote the B.A.S.I.C. No BS Guide To Building Indestructible Wealth and built one of the most distinctive financial education brands in the country from the ground up.

But the road was not straight.

In 2008 I lost significantly, like so many others who trusted a system that was never designed with them in mind. I could have quit. Most people did. Instead, I rebuilt. Not just my finances but my entire philosophy about what it means to build wealth that cannot be taken from you.

I went on to build a think tank inside a life insurance company, a room designed to elevate professionals and change the culture of the industry from the inside. When an acquisition disbanded it, I didn't mourn the loss. I used it as fuel. I understood something that most people in this industry never say out loud.

The training gap is real. The wealth gap is real. The community gap is real.

Black and Brown insurance professionals are out here producing, grinding, and serving clients at the highest level, often with a fraction of the product knowledge, business infrastructure, and community support that their counterparts take for granted.

The Leverage & Legacy Summit is not my vanity project. It is my mission made visible. It is the training I wish I had received. The community I wish had existed. The stage I wish someone had built for me when I was the agent who almost quit.

I built it because I know there are agents out there right now, talented, capable, called to this work, who are one bad month away from walking away from the best decision they ever made.

This Summit is for them.

Jeff Moore Founder, Leverage & Legacy Summit Author, Speaker, Financial Strategist Founder, Cash Value Wealth Builders