PROFESSIONAL RECOMMENDATIONS

ANDREW STILWELL, PARTNER PATEL STILWELL LLP

Legacy’s professional services and creativity in insurance planning has assisted my corporate clients and their owners obtain their financial goals with efficiency and customized strategies.

ALFONSO J.

Partnering with Legacy has enabled my firm, Slam Tax and Financial Services, to cross sell the various life and annuity products offered by Legacy.  By offering additional financial products, we’ve increased retention and produced between 20 to 30 times more revenue from each client that has invested in Legacy’s annuity products. It has definitely resulted in a win-win for both our firm and our clients, I highly recommend partnering with Legacy.