About Us
What We Do
Legacy Builder® offers wealth management solutions that focus on Estate Planning & Custom-Designed Life Insurance. As a licensed insurance agency, we’ve partnered with all major life insurance companies to provide our customers with innovative estate planning strategies such as Premium Finance Life Insurance. Together we provide these services in an efficient and client-focused environment that extends to carrier and product expertise, underwriting negotiation, and complete back-office processing.
Since 2003, Legacy Builder® has developed great relationships with leading financial institutions, insurance carriers and a specialized team of attorneys and tax advisors. Through these synergies, we offer our clients access to the premier products and solutions available in the market that meet their individual needs.
Experience. Trust. Security. Transparency. We work closely with our clients providing them with everything they need to ensure the protection and growth of their wealth, as well as their family’s well-being.
The Legacy Builder® Difference
Our guiding principle has been, and will always be, to place our client’s best interest at the forefront of every decision and make sure of it every step of the way. Because of this, we do not have an exclusive affiliation with any one institution, we simply get the best deal for our clients.
We meticulously design our solutions, making sure the appropriate underwriting and mathematical stress tests are applied to each policy. Our specialized team of attorneys and advisors work directly with each of our clients to tailor to their exact needs. To ensure success, we continuously monitor the policy’s performance, interest rate and market conditions.
We’ll make sure the promise gets delivered.
