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.
Throughout Legacy's history, from new business replacement through sophisticated management and administration, Legacy's philosophy of service is uniquely devoted to our policyholder's needs.
Co-Founder / COO
Legacy is a 21st century company. Our high tech business environment enables us to help our clients to better communicate with us and expedite information gathering and coverage changes.
This business environment as allowed us to build partnerships across generations to better serve the communities in which we work..
Professional competence... personal service. Legacy is a firm of proven professionals... caring, conscientious people... cordial, energetic, and dependable.
Our commitment is to the highest standards of excellence in all that we do... established on the firm basis of trust well-earned, and individual, personalized service.
Each of our producers are independent small businesses in of themselves bringing back that small town personal feel to our customer service. As active members in our communities we are always available to help our clients. To keep abreast of the latest developments in this dynamic industry, our owners, producers, and staff members are continually improving their insurance knowledge to bring our clients the very best products to secure their financial future.