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Insurance can be an important component of your overall financial strategy. While its primary purpose is often protection, insurance coverage can offer additional benefits:

  • Cash to your estate to pay debts, taxes or other expenses
  • Legacy/wealth transfer strategies
  • Asset accumulation and distribution strategies

As you seek to build financial security for yourself and your family, you may want to consider the following options:

Protection and Legacy Transfer

  • Term and Permanent Life Insurance – can provide for basic insurance protection, debt consolidation, mortgage cancellation, college funding and family income needs. READ MORE about life insurance options
  • Long-term care insurance – can help defray health care costs not covered by Medicare. READ MORE about long-term care insurance
  • Medicare supplemental insurance – is designed to provide for an increase in the deductibles and co-insurance payments required each year in Medicare plans.
  • Disability income insurance – can be used to replace income due to a disabling accident, health issue or mental incapacity.
  • Group life and disability – can provide employee life and disability insurance coverage for your business.


When you work with a Legend Group Financial Professional, you have access to a large selection of fixed and variable annuities from a variety of nationally recognized insurance companies. Your advisor can help you make appropriate choices that reflect your investment objectives.