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Expect the unexpected and prepare with peace of mind. Protect your Legacy!




"Making an impact on the lives of others is our Legacy."

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ABOUT US

 Since opening our doors in 1999, Legacy Services has grown at an average annual rate of 42% or more every year. We serve the needs of thousands of individuals, families, and businesses throughout the Southeast offering personal lines, life, and health insurance. 

Our focus is to provide an environment that encourages and supports ingenuity, growth, visionary thinking, extraordinary financial opportunity, and the chance to make a difference in the lives of our customers, our representatives, and our investors.

Statement of Mission and Purpose:

To build a world class company providing quality financial products and services, with the highest level of support and service, to middle-income and small business clients. To create an environment that provides our team members with the support, training, and incentive to build a life-long career.

Our Core Values:

Integrity - Service - Ownership - Fun

We take our core values very seriously. To us, they are more than a cluster of well-meaning words.

They are the standards we hold ourselves to everyday. 

 

Integrity: We believe that integrity is a way of living. It means doing the right thing for the right reasons. It is a combination of transparency, honesty, principle and decency. 

Service: We positively impact the communities in which we live and work, helping as many families as possible and being passionate about what we do.

Ownership: We follow through on our committments. We take initiative, action and responsibility. 

Fun: We arrive every day excited and inspired to make an impact through our talents, passion and hard work.

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WHAT WE DO!

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Protection for the unexpected!

 

You deserve certainty that you’ll be protected when the unexpected strikes, and you need a trusted partner to help you get there. Serving clients across the Southeast since 1999, we offer peace of mind by helping families and individuals protect the unique assets they value most.

 

Nobody wants to think about what would happen to their finances if they, a spouse, parent, or child suddenly fell ill. When you experience unexpected illness or injury, you owe it to yourself and your family to be prepared - and more importantly, to be protected.

 

Our products help provide peace of mind by protecting your family, savings, and livelihood. Our plans pay money directly to our clients in order to help them offset all the additional costs and unexpected expenses that come up when illness or an accident happens. Most people don't think about all the out-of-pocket expenses that your basic health insurance won't cover, such as: Lost income, travel expenses to get the best care, insurance deductibles and co-payments, treatments not covered by health insurance, etc. 

 

We strive to treat our clients like people and we use our industry experience and diversified knowledge base to protect what you value most in business and in life.

CLIENT TESTIMONIALS

This is WHY we do what we do!   

Read a few testimonials from actual clients below.  When life happens, we are there. 

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"I decided to cover myself finanicially after caring for my daddy when he was diagnosed with Throat Cancer. He fought a mighty battle for three years before he passed away. One precious man, three years, two different types of cancer and six separate diagnosis. No one should have to endure financial burden on top of the fight. Thank you for all you have done for me. I know it's your "job" but you've been beyond kind and made my journey more tolerable."

Medical Consultation

"As a business owner, we decided to add Legacy Services Financial to our list of benefit providers for our staff.  We offered benefits like this in the past, but our staff has been thrilled with the excellent products and services provided by Legacy." 

Supportive Doctor

"We both thought we did not need additional coverage but we took it out not knowing that my husband would suffer a major stroke in less than 2 months. This policy allowed me to be there for my husband the entire 11 months he was in the hospital. These funds helped the entire family through this crisis. You cannot imagine the cost to the family when dealing with such a long term hospital stay."

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JOIN OUR TEAM!

Are you ready to build a better future for yourself? 

Discover your full potential with a career at Legacy Services. We offer a culture that encourages personal development, provides unlimited financial opportunity and fosters consistent growth. We know that great people make a great company and that is why we focus on growing and developing great people. We also offer:

  • Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewals 

  • Advancement and promotions based on personal performance

  • Excellent ongoing professional development, advanced sales training, and leadership training

We are looking for motivated individuals who put their clients first and stretch themselves every day to be their best. If you have the desire to excel and make a difference in the world around you, and you wish to be compensated based on your results, and not those of someone else, this may be an exciting place for you to build a career that you can retire from. 

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CONTACT US

Phone: 615-200-7106

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