Whether you're looking for the affordability of term insurance, the lifelong protection and cash value of permanent insurance, or a combination of both, we have options to fit your needs and budget. Providing Business Owners with comprehensive Buy/Sell agreements & funding options, Key Person Insurance and Supplemental Retirement Plans. The foundation for Financial Security starts with proper planning; setting goals, and knowing your net worth.
As agents, our job is to plan for your goals based on your risk tolerance. Considering long-term care costs is an important part of any long-range financial plan, especially in your 50s and beyond. Waiting until you need care to buy coverage is not an option. Our Agency is composed of insurance professionals who offer high quality insurance products and retirement planning services to meet your goals and budget.
We'll help you understand every step in the process. The foundation for investing starts with proper planning; setting goals, and knowing your net worth.
As agents, our job is to plan for your goals based on your risk tolerance. Considering long-term care costs is an important part of any long-range financial plan, especially in your 50s and beyond. Waiting until you need care to buy coverage is not an option. Our Agency is composed of insurance professionals who offer high quality insurance products and retirement planning services to meet your goals and budget.
We'll help you understand every step in the process. The foundation for investing starts with proper planning; setting goals, and knowing your net worth.
Services
Legacy is a life insurance and financial services company dedicated to the financial security during every stage of clients' lives.
From mortgage protection to retirement planning, family planning to end of life planning we bring over 30 years of experience to meet your goals your way.
We have had the unique opportunity to build solid relationships with the highest ranking life insurance and annuity companies.
Companies such as American Equity, Fidelity, Allianz, Transamerica, Mutual of Omaha, Aetna, and many more.
From mortgage protection to retirement planning, family planning to end of life planning we bring over 30 years of experience to meet your goals your way.
We have had the unique opportunity to build solid relationships with the highest ranking life insurance and annuity companies.
Companies such as American Equity, Fidelity, Allianz, Transamerica, Mutual of Omaha, Aetna, and many more.
The first step in establishing your financial security is to confront the biggest threats to it.
Life Insurance ensures should you pass away unexpectedly, your family has the finances available to reach your dreams.
Protect one of your largest investments, your home.
Mortgage protection helps protect you from life's unexpected events i.e. disability, unemployment, chronic & critical illness, and premature death.
If it's one thing we all know it is at some point we are going to pass away.
Final Expense or burial insurance ensures our families will not be burned with the cost of our funeral.
Life Insurance ensures should you pass away unexpectedly, your family has the finances available to reach your dreams.
Protect one of your largest investments, your home.
Mortgage protection helps protect you from life's unexpected events i.e. disability, unemployment, chronic & critical illness, and premature death.
If it's one thing we all know it is at some point we are going to pass away.
Final Expense or burial insurance ensures our families will not be burned with the cost of our funeral.
Mortgage Protection insurance, not to be confused with PMI (Private Mortgage Insurance) which protects the lender, is designed to protect for most people their largest investment, the family home.
This is done in one of two ways, either paying off the mortgage balance entirely or by providing the funds to pay mortgage premiums for a limited time.
One of the questions we get asked every time we talk with people about Mortgage Protection is what it is?
Is this part of my mortgage?
Don't I pay for this already with PMI?
This is done in one of two ways, either paying off the mortgage balance entirely or by providing the funds to pay mortgage premiums for a limited time.
One of the questions we get asked every time we talk with people about Mortgage Protection is what it is?
Is this part of my mortgage?
Don't I pay for this already with PMI?
Permanent life insurance provides lifelong protection and is known by a variety of names.
These policies are designed and priced for you to keep over a long period of time.
If you don't intend to keep the policy for the long term, it could be the wrong type of insurance for you.
An extra death benefit amount that is paid out in addition to the face amount of the policy if the insured dies by accidental means.
It cost extra to get this benefit, and usually cannot exceed $250,000 to $300,000, and cannot exceed more than the face amount of the policy.
These policies are designed and priced for you to keep over a long period of time.
If you don't intend to keep the policy for the long term, it could be the wrong type of insurance for you.
An extra death benefit amount that is paid out in addition to the face amount of the policy if the insured dies by accidental means.
It cost extra to get this benefit, and usually cannot exceed $250,000 to $300,000, and cannot exceed more than the face amount of the policy.
Many people do not know about or understand all the long term care options that are available.
Home care can be given in your own home by family members, friends, volunteers, and/or paid professionals.
This type of care can range from help with shopping to nursing care.
Another type of care that can be given at home is hospice care for terminally ill people.
Long Term Care is the assistance individuals need when they are unable to care for themselves and need help with Activities of Daily Living (ADLs) - bathing, dressing, transferring, toileting, continence (control of bodily functions), and eating - or they have severe cognitive impairment such as Alzheimer's disease.
Home care can be given in your own home by family members, friends, volunteers, and/or paid professionals.
This type of care can range from help with shopping to nursing care.
Another type of care that can be given at home is hospice care for terminally ill people.
Long Term Care is the assistance individuals need when they are unable to care for themselves and need help with Activities of Daily Living (ADLs) - bathing, dressing, transferring, toileting, continence (control of bodily functions), and eating - or they have severe cognitive impairment such as Alzheimer's disease.
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