The Legacy Network is a limited liability company and has four major divisions.
These four divisions have enabled us to provide sound financial advice as well as
evaluating your true human life value. These four divisions consist of:
Estate Planning and Total Financial Planning: There are only 3 things that
you can do with your wealth at your death. They are: 1. Give it to your family
2. Give it to a charity 3. Give it to the government. We have developed a
process that guides our clientele through to the finish line and helps them
keep as much of their estate in their family as possible. Some of the tools
that we use are: buy-sell agreements, Wills, trusts, FLPs, wealth books, and
many other tools for wealth transfer.
Investments: Our funds managers have over 100 years combined in
investment experience and knowledge. We have several strategies that range
from fixed accounts to variable accounts. Some of these tools are CDs,
annuities, mutual funds, WRAP accounts, IRAs, 401Ks, pension plans, and
other various retirement vehicles.
Employee benefits/Health benefits: We have developed a process
to take businesses and individuals and hedge themselves against the
insurance companies' continual rate increases. We have services that
range from managed health care plans, cafeteria plans, medical plans,
dental plans, vision plans, etc.
TLN Brokerage: We are licensed with over 40 life insurance
carriers that allow us true competitive pricing for our valued clients
and our valued financial partners. These insurance and investment
advisors are hand selected and are dedicated to competitive pricing
and superior customer service. Products provided are term life
insurance, universal life insurance, variable life insurance,
and whole life insurance.
Our financial officers are very qualified to help you with your
financial needs. Many are registered financial consultants
(RFC), chartered life underwriters (CLU), and life underwriter
members of NAIFA, MDRT, Court of the Table, and Top of the Table.
Besides this, the years of experience that they have will give you
the advantage as they understand and listen to the needs that you
have and help you find something that will best fit you.
