Individuals & Families

Legacy Builder Group has concepts and strategies that can help our clients move from where they are financially to where they want to be. At Legacy Builder Group associate can work with you to create a strategy for your financial situation through:

    • Financial Needs Analysis
    • Financial Goal Setting
    • Recommendations and Implementation Strategies for Achieving Financial Goals

 

Insurance Protection

An important part of planning for your financial future is protecting it. Whether you live too long, die too soon or become disabled, these products can help you and your family protect the life that you’ve built.

    • Variable Universal Life 1
    • Universal Life Insurance
    • Whole Life Insurance
    • Term Life Insurance
    • Disability Insurance

 

Retirement/Supplement Retirement Programs

As retirement planning is a vital part of any financial strategy, Legacy Builder Group associates offer a variety of services to help clients prepare for their days after work.

    • IRAs
    • 401(k)/Retirement Plan Rollovers
    • Variable Annuities 1
    • Fixed & Indexed Annuities

College Funding Plans

Whether preparing to send your first or your fifth child to college, a Legacy Builder Group Services associate can help you start saving now.

    • 529 College Savings Plans 1

Elder Care Protection

Care in the later years of life can be a monetary burden, but proper preparation can help clients protect themselves and their loved ones should extended care be needed. Legacy Builder Group can help with:

    • Long-term Care Insurance
    • Home Health Care
    • Assisted Living Care Insurance

Estate Transfer Concepts and Solutions*

Years of savings can be unnecessarily damaged without proper estate planning. Legacy Builder Group associates offer solutions to help our clients during life and after death, including:

    • Charitable Strategies
    • Charitable Remainder Trusts
    • Wealth Replacement Trusts
    • Irrevocable Life Insurance Trusts
    • Estate Tax Calculation Programs
    • Wealth Transfer Strategies

*Tax and/or legal advice are not offered by Legacy Builder Group, LLC or their affiliated companies. Please consult with your personal tax professional for additional guidance regarding tax-related matters.

1 Only those Legacy Builder Group Associates who are actively registered with Brokers International Financial Services, Inc. may offer securities-related products.