Legacy Insurance Agency
Our mission and purpose as a business is
to uphold our core values by investing in our relationships
with our valued clients. We strive to provide protection,
quality care and financial services for our clients.
The following principles represent the
commitment we make to each client we are given an
opportunity to serve. These principles have been
established, affirmed, and are lived by. We have decided
that without exception we will:
and listen to our clients' particular circumstances to
fully understand their wants and needs.
strategies to create solutions for our clients that
maximize protection, encourage savings and effectively
increase their spendable income at retirement.
Be sensitive to
the doubts and fears that many families have about
obtaining life insurance and implementing a sound
clients' time and minimize the amount of effort required
of them by applying our knowledge, experience and
state-of-the-art technology to complement our customer
service and add value to our business model.
regularly and proactively with our clients to keep them
informed of the status of their applications and to
reduce the stress associated with uncertainty.
clients the luxury of financial peace of mind with
little effort on their part, by means of an annual
Seek to improve
the quality of service we provide by encouraging each
client to critically evaluate our performance.
success by our clients' willingness to confidently
responsibility for our actions and be honest at all
Strive to honor
God in all that we do.
Legacy Insurance Agency, PLLC