Legacy Insurance Agency is an Independent Life Insurance Agency specializing in Infinite Banking and Retirement Planning
Life Insurance ∞ Retirement Planning ∞ Infinite Banking ∞ Financial Strategies
Our business is to help you succeed.
We help families and businesses to protect themselves, plan for the future,
and create generational wealth.
Research shows that the vast amount of Americans will transfer away the majority of their wealth to TAXES, INTEREST and FEES… unnecessarily!
Let us help you recover the losses.
Are you searching for a better way? If you are seeking financial security and freedom, success is just a few clicks away.
👉 Financial Education Videos – Legacy Money
Legacy Insurance
Life insurance can ensure that your legacy lives on for generations. Create perpetual wealth and define your legacy by investing in yourself and your family.
We add value to LIFE™ today by coaching you on how to implement effective strategies that empower you to prosper using the power of life insurance.
Legacy Insurance Agency’s website can be used to schedule meetings, get self-service insurance quotes, or to learn more about our financial services.
Our passion is protecting your family and building your legacy.
Let us help you protect your family, income and business while growing your wealth safely and predictably. You can achieve financial success, starting by protecting your most valuable assets.
We can help you with retirement planning and financial strategies tailored to your wants and needs. Let us show you how to integrate legacy insurance into your financial plan to recover wealth transfers, reduce your risks and maximize your benefits.
If what you thought to be true about money turned out not to be true,
when would you want to know?
Americans have been misled about saving and investing for too long. We have been told that the stock market is the ONLY place to invest our money… And to max out the contributions on our 401k and retirement plans.
Sadly thousands of Americans have risked their entire retirement savings in qualified plans and the stock market. Trillions of dollars have been lost. The good news is, You don’t have to believe the lies anymore!
Another lie we’ve been told by the “financial gurus” is that life insurance is a bad investment. That you should “buy term and invest the difference”. The first problem with that theory is that most people never save the difference. The next problem is that the term insurance usually expires when you need it the most, when you are most likely to die.
The Truth About Life Insurance
The truth is, permanent life insurance should not be looked at as traditional investing. However, it is one of the safest places to store your money. It combines protection and savings to help you create generational wealth. And, if you understand how, you can use it while you’re alive!
Annuities and Life Insurance offer a safe alternative to CD’s, and investing in the stock market, while protecting your most valuable assets. You can diversify your financial portfolio and develop a safe strategy for retirement using fixed annuities and whole life insurance.
Shield your assets from predators, risk and losses. You can also benefit from the tax advantages offered by these time tested products that have been around much longer than the income tax. These tax benefits are not offered with other financial products, and allow more flexibility than traditional retirement accounts.
We offer a no cost, no obligation financial review. Don’t wait another minute to get the protection that you and your family deserve. Simply contact us to get started with your personal financial review.
Frequently Asked Questions and Answers
Who is Legacy?
Legacy Insurance Agency was formed to provide value and results to those seeking financial freedom and security. We serve families and businesses by providing proven financial strategies and solutions.
What is Legacy Insurance?
The best way to create your family legacy is with life insurance. You can leave a legacy of love that will live on for generations with a properly designed life insurance plan.
How does retirement income work?
Retirement is typically a time in life when a person determines they no longer have to work and they have sufficient resources available to fund their lifestyle. We think differently about the subject and offer strategies to maximize the quality of life during this period.
Retirement planning doesn’t have to be complicated, so we’ve made it simple. It’s not how you will spend your time… But how you will spend your money.
During retirement, your income has to be sufficient to fund your needs and lifestyle. Unfortunately, income can be negatively effected by taxes and inflation. Our financial strategies show you how to create more spendable income during retirement.
What are the differences between Term and Whole Life?
Term Life provides temporary protection at an affordable rate over a specified period of time. Whole Life offers permanent protection and coordinates with your other assets by providing protection, growth and significant tax benefits.
Which is Better, Term Life or Whole Life? Life Insurance Comparison (Video) 👇📺
What is the benefit of life insurance during retirement?
Taxes will be the largest transfer of our wealth, when we retire, they are amplified. Life insurance offers many benefits and tax advantages not offered with other financial products like CD’s or stocks, and allows more flexibility than traditional retirement accounts.
Retirement Income – How To Create Tax Free Cash Flow Using Life Insurance (Video) 👇📺
What is the Infinite Banking Concept?
IBC Explained and Simplified (Video) 👇📺
“The Infinite Banking Concept is not a bank; it is a thought process that represents a major paradigm shift.”
~Nelson Nash, Bestselling Author of Becoming Your Own Banker
The Infinite Banking Concept IBC is a way to finance our major purchases without traditional bank qualifying. And, to recover the interest that one is paying to banks and finance companies for the major items that we need to finance during a lifetime.
The Infinite Banking Concept (IBC) works through a custom designed, dividend paying, participating whole life insurance policy from a mutual life insurance company. These policies function like a bank via you making deposits and loans, by giving you access to capital allowing use, and control of your money.
Learn more about the 👉 The Infinite Banking Concept
Download a Free Report, 👉 How IBC Works