A Life Insurance Plan That Protects Your Income
LEGACY Partners will guide you to building the plan that fits your budget.
Amy McNeely: Protection Is Paramount
Sam McNeely, an ex-football player, towered over everyone who came in contact with him. But his size belied a soft side he was quick with a joke and able to befriend anyone with his easygoing ways. That's what made Amy fall in love with him.
Within a year of getting married, they discovered they were going to be parents. That's when they met with Sam's cousin and insurance professional Juli McNeely, CFP, CLU, LUTCF. Amy understood from the beginning that protecting their growing family with life insurance was paramount.
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.
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This user friendly guide will help explain the different types of Life Insurance to assist you in making an informed decision.
Annuities can serve many useful purposes. If you are in a saving-money stage of life, a deferred annuity can: Help you meet your retirement income goals. Employer-sponsored plans such as a 401(k), 403(b) or Keogh are an important part of planning for retirement. However, contributions to these...
Life Insurance will achieve many of your financial goals In most cases, if you have no dependents and have enough money to pay your final expenses, you don't need any life insurance. If you want to create an inheritance or make a charitable contribution, buy enough life insurance to achieve...
Higher education secures your childs future With computers, TVs, printers, PDAs and MP3 players being shipped off to school, it is more important than ever that students and their parents purchase the appropriate insurance protection. Theft can be a major concern on college campuses; according...
Home Business, Small Business, Global Business Here is How to Choose the Right Coverage for Your Business The types and amount of insurance that you need for your small business are based on several factors. What type of business are you in? Where is it located? Do you have employees? You can...
Fixed vs. Variable Annuities In a fixed annuity, the insurance company guarantees the principal and a minimum rate of interest. In other words, as long as the insurance company is financially sound, the money you have in a fixed annuity will grow and will not drop in value. The growth of the...
Legacy is a life insurance and financial services agency dedicated to the financial security during every stage of our clients' lives. From mortgage protection to retirement planning, family planning to end of life planning we bring over 80 years of experience to meet your goals your way.
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.
Throughout Legacy's history, our emphasis has been on providing "A Variety of Excellence" in all our insurance products, enhanced by the personal involvement of owners, partners, and service personnel. Our management and administration only adds to Legacy's philosophy of service devoted to our client's needs.
Hi there Jason - I just wanted to take a quick second to say THANKS. You were the ONLY person out of many people and many companies to always be positive, personable and stay in constant communication through this situation AND get Brian and our future family, the ability to be insured. It means more than you'll ever know.
Hello, I just wanted to drop a quick note to say thank you so very much. After being turned down by so many insurance companies you guys really came through! I have passed along your name to everybody I know. Expect a lot of phone calls.