One of your most important purchases

Life Insurance

Life insurance is an important part of planning for your family's legacy. With the right policy in place, you can ensure that your loved ones are provided for in case of an unforeseen event. Our life insurance policies are designed to give you peace of mind and provide your family with financial security in the event of a tragedy. Get the protection you need and secure your family's future today.

Retirement

Live your best life in Retirement

Retiring can be a daunting experience, but with the right planning, retirees can protect their assets and income during their retirement years. At Legacy Life, we provide comprehensive retirement planning services that are tailored to the individual needs of each of our clients. We will work with you to create a retirement plan that ensures your assets and income are protected, while also helping you to achieve the comfortable retirement you've been dreaming of.

Health Match Accounts

HMAs For Medical Expenses

Reduce out of pocket medical expenses with a Health Matching Account. Your monthly contribution to this plan will be matched over a three year period and can be used to cover a wide variety of health services.

Matching. As the program progresses, owners will receive up to $2 in medical benefits or more for every $1 contributed into their HMA.
Lower your health insurance premiums. Families are able to save up 40% or more on their monthly premiums over time by increasing their primary health plan deductibles.

Tax-Free Retirement

TFRA

Learn the strategies used to create a "Tax-Free Retirement Account" These accounts allow for significant cash accumulation & can be used later for retirement. Unlike traditional retirement savings accounts like 401k & IRAs there is no limit on how much you can contribute each year. Your principal is protected from market downturns.

A TFRA allows for significant cash accumulation and significant potential growth. The growth within a TFRA is tax free allowing for more accumulation and more money for your retirement years
Your money will mirror an index without being invested in the index. This means if the stock market declines you're protected & when the stock market rebounds you capture the upside

Final Expense

Take care of those you care about most

Is a final expense, whole life policy right for you? Read below to discover the benefits this policy will provide for your family.

Level premium payments and benefit. Your payments never increase and your death benefit never decreases.
Flexible underwriting. These policies are designed specifically for clients who are older and/or may have health complications. Some of our carriers do not ask any health questions at all!
Cash accumulation. Final expense whole life policies build cash values over time that a client can choose to borrow against or even use to pay premiums in a pinch.
This policy will never expire as long as the premiums are paid.

Infinite Banking

Learn the strategies of CVWL

Learn the strategies used by wealthy families for generations. These policies are used by many individuals & entrepreneurs to create a banking system for themselves & their family where they don't have to rely on traditional financial institutions for capital needs throughout life.

Capitalize and create your own "Family Bank"
Enjoy Tax-Free growth and access to your Cash Value for the rest of your life
Get access to your cash value by using your policy as collateral. Use your money two places at once - both in the policy earning dividends and put to productive use in other investments
Use your cash value to accelerate your investments, pay down debts, and as retirement income when needed

Infinite Banking

Learn the strategies of CVWL

Capitalize and create your own "Family Bank"
Enjoy Tax-Free growth and access to your Cash Value for the rest of your life
Get access to your cash value by using your policy as collateral. Use your money two places at once - both in the policy earning dividends and put to productive use in other investments
Use your cash value to accelerate your investments, pay down debts, and as retirement income when needed