Insurance Evaluation

Insurance programs and products have changed dramatically over the years. Whether the need for protecting against an economic loss is your primary goal or developing a guaranteed income stream for retirement or beyond, our independence inspires in-depth research of the primary players in this industry space to ensure that our clients’ decisions are based on being well informed.

While annuities have renewed interest in the consumers’ financial planning goals, they can be very complex and understanding the intricacies takes a professional that is licensed and knows how to make a critical and thoughtful examination of the various options available through insurance riders commonly referred to as Living Benefits.

Updating your insurance needs is a financial planning process that transpires throughout your lifetime. The Legacy Foundation is professionally positioned to review your current insurance needs and provide advice and solutions.