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A Better Way of Planning

A Better Way to Plan Your Financial Future

A Better Way – Planning Consultation

Take the first step to protect your family and finances Schedule your planning consultation

  • What if you were killed in a car accident?
  • Who will support your family?
  • Who will care for your children?
  • What if you didn’t die, but were disabled?

A Better Way

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If you’re like most people, you have the bulk of your savings tied up in Government, Qualified Plans (401k, 403b and IRA’s).

Here’s the Problem: Uncertainty

  • Tax rates are uncertain.
  • Volatility is uncertain.
  • Your ability to contribute to the account is uncertain.

Financial Risks

Risks that you will take to build your nest egg to the point you can fund your retirement. Market risks, tax risks, inflation risks, longevity risks and other eroding factors can destroy your nest egg.

The good news is… There is a better way.

  • A better way to protect your nest egg from losses.
  • A better way to grow your savings.
  • A better way to predict your future income.

If you’d like to learn more about this proven financial strategy to have your dollars work harder, schedule a time to talk. There’s no cost or obligation, and you’ll be glad you did. 

Schedule your no-cost planning consultation

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A Better Way Video Short
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Simplified Financial Planning

Financial Planning doesn’t have to be complicated. Let us guide you through a simple process that is easy to understand and implement.

We Provide You With Innovative Thinking and Advanced Technology to Help You Achieve Financial Balance

  • Get financial guidance
  • Get organized
  • Get the truth

You will learn:

  • The need for planning which may include life insurance, disability insurance and long-term care.
  • How to utilize life insurance to provide for your family in the event you are not there.
  • How to coordinate life insurance with your other assets to maximize the benefits for your retirement and your family’s well-being.

Take advantage of our no cost, no-obligation, Financial Planning Consultation that will show you in 45 minutes how you could benefit from a program tailored to your unique circumstances.

In this short consultation, we can show you how to protect your family, income, and assets properly. 

Legacy Insurance Agency, PLLC is an Independent Insurance Agency specializing in the Infinite Banking Concept and Retirement Planning. We help families and businesses to protect themselves, plan for the future and create generational wealth.

Schedule Your Financial Consultation

Request a no-cost meeting and DISCOVER A Better Way to plan your financial future and protect what’s important.

You can meet with us online or in person, depending on your location. Click the button to get started and schedule your meeting. Why put it off?

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