Core Values
Legacy Insurance Agency

Our mission and purpose as a business is to uphold our core values by investing in our relationships with our valued clients. We strive to provide protection, quality care and financial services for our clients.

The following principles represent the commitment we make to each client we are given an opportunity to serve. These principles have been established, affirmed, and are lived by. We have decided that without exception we will:

  • Strive to honor and glorify God in all that we do.
  • Ask questions and listen to our clients’ particular circumstances to fully understand their wants and needs.
  • Use financial strategies to create solutions for our clients that maximize protection, encourage savings and effectively increase their spendable income at retirement.
  • Be sensitive to the doubts and fears that many families have about obtaining life insurance and implementing a sound financial plan.
  • Respect our clients’ time and minimize the amount of effort required of them by applying our knowledge, experience and resourcefulness.
  • Use state-of-the-art technology to complement our customer service and add value to our business model.
  • Communicate regularly and proactively with our clients to keep them informed of the status of their applications and to reduce the stress associated with uncertainty.
  • Provide our clients the luxury of financial peace of mind with little effort on their part, by means of an annual review.
  • Seek to improve the quality of service we provide by encouraging each client to critically evaluate our performance.
  • Measure our success by our clients’ willingness to confidently recommend us.
  • Take full responsibility for our actions and be honest at all times.