Legacy Assurance Group

Our Mission

Legacy Insurance Agency is dedicated to empowering individuals and families to secure their financial future through personalized life insurance and retirement planning solutions. We believe in building lasting relationships with our clients, understanding their unique needs and aspirations, and tailoring a plan that aligns perfectly with their goals.

Who We Are

Our team of experienced and passionate insurance professionals are committed to providing exceptional customer service and ensuring a seamless and personalized experience throughout the process. We have access to a wide range of top-rated insurance products from leading carriers, allowing us to offer competitive rates and comprehensive coverage options to meet your specific needs.

1. Life Insurance

We offer a comprehensive range of life insurance solutions, including:

• Term Life Insurance: Affordable coverage for a specific period, ideal for temporary needs like mortgage protection or income replacement.
• Whole Life Insurance: Provides lifelong coverage and builds cash value over time, which can be used as an additional financial benefit or legacy.
• Universal Life Insurance: Offers flexibility in premium payments and death benefit amounts, making it adaptable to changing needs.

2. Retirement Planning

We can help you design a personalized retirement plan using various financial tools, including:

• Annuities: Secure regular income during retirement.
• Life Insurance: Provides financial security in case of untimely death.

3. Estate and Retirement Solutions

We assist with:

• Estate planning: Creating a comprehensive estate plan that ensures your wishes are respected.
• Retirement planning: maximising your retirement savings and minimizing potential taxes.

4. Long-Term Care Planning

We partner with you in anticipating future healthcare needs by:

• Providing guidance on long-term care options and costs.
• Designing a customized plan that addresses your specific requirements.

5. Business Succession Planning

We empower businesses to:

• Minimize risks through appropriate insurance coverage.
• Secure their financial future through strategic funding options.