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UNLOCK THE BENEFITS OF A RETIREMENT ACCOUNT THAT HAS TAX-FREE LOANS, COMPOUNDING
INTEREST, AND MARKET PROTECTION!

Ready to secure your financial future and protect your wealth? Our IUL insurance
combines life protection with cash value growth for peace of mind.

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Book a Free Consultation Today!



RYAN RODRIQUEZ
IUL SPECIALIST

"Powerful Benefits That You can take advantage of..."

 

Retirement Income Planning: Imagine having the freedom to access your funds
whenever you need them, without penalties or restrictions. With Indexed
Universal Life (IUL) insurance, you can. Unlike traditional retirement plans,
IULs offer unparalleled flexibility and security. Whether you want to travel the
world, pursue your passions, or simply enjoy a comfortable retirement, IULs make
it possible.

 

Be Your Own Bank: Picture this: You’re your own bank, with the power to access
your money through tax-free loans whenever life demands. No more waiting, no
more penalties, just pure financial freedom. That’s the power of an IUL. Imagine
the peace of mind that comes from knowing you have a financial safety net at all
times.

 

Watch Your Wealth Grow Exponentially: Your money should work as hard as you do.
With the magic of compounding interest and market growth at 5% - 9% Annually, it
does. See your savings grow faster over time, working tirelessly every day to
secure your financial future. Your wealth will grow exponentially, providing you
with more opportunities to enjoy life to the fullest.



Enjoy Market Gains Without the Risk: What if you could enjoy the highs of the
market without the fear of losing your hard-earned money? With IULs, you can.
Your investments are protected, letting you sleep soundly at night. Gain all the
benefits of market growth while knowing your principal is always safe. You will
never go negative with the market as IULs have a guaranteed bottom of 0.25%
unlike the market where we have seen percentages in the negative!

 

Secure Your Family’s Future Against Health Risks: Life is unpredictable, but
your financial stability doesn’t have to be. IULs provide built-in protection
against chronic illnesses or major health issues, ensuring your savings are safe
when you need them most. Protect your loved ones from financial hardships during
challenging times.

 

Flexible and Future-Proof Education Saving: Invest in your child’s education
with a plan that grows with the market. No more constraints of traditional
savings plans. Just flexible, robust solutions for future educational expenses.
Give your children the gift of a bright future with the financial support they
need. You can liquidate funds from your Childs IUL to buy their car and not see
any penalties or taxes. You cant do that with a 529 College Savings Plan.

 

Additional Benefits

 

Tax Advantages: Minimize your tax burden with the tax-free nature of IUL loans.
Keep more of your money working for you.

 

Retirement Income Flexibility: Use your IUL as a source of income during
retirement, offering flexibility and additional financial security.

 

Customizable Plans: Tailor your IUL to meet your unique needs and goals, whether
it’s saving for retirement, a child’s education, or creating an emergency fund.

 

Peace of Mind: Experience the peace of mind that comes with knowing your
financial future is secure, regardless of market fluctuations or unexpected life
events.

 

How It Works

 

Simplify Your Savings and Protection

IUL's offer a combination of life insurance coverage and a cash value account.
The cash value can grow based on the performance of a stock market index, but
without the risk of losing money when the market goes down. You can also take
out tax-free loans against the cash value, providing financial flexibility when
you need it.

Book a Free Consultation Today!



MEET OUR TEAM

Christopher Marchese

NPN: 20862149



States Currently Licensed in:

Alabama, Florida, Iowa, Ohio, Nebraska, Wisconsin, Texas



Owning businesses taught me the power of hard work and dedication, and I know
how important it is to protect what we hold dear. Sadly, I've experienced loss
in my own family, and it ignited a passion within me to help others during tough
times. My personal journey has fueled my commitment to ensuring your family's
security.

Ryan Rodriquez

NPN: 20160512



States Currently Licensed in:

Alabama, Florida, Iowa, Michigan, Minnesota, Nebraska, Ohio, Texas, Virginia



Aside from being an IUL specialist; I am a proud veteran, having served our
country with honor and dedication. My military background has instilled in me
the values of integrity, discipline, and unwavering commitment—values I bring
into every client relationship.

Our team members are vetted life insurance agents that uphold the highest
standards of professionalism, integrity, and expertise.

Lookup Agents by State

Our Mission

Legacy Assurance was founded on the principals of helping families secure their
futures and to leave a legacy behind when the time comes. Our goal is to provide
affordable and reliable insurance coverage to individuals and families. Over the
years, we hope to expand our team to better serve you and your family.


OUR TRUSTED CARRIERS



"Getting approved for coverage is simple when we work with A Rated Carriers that
care about YOUR protection!"

Explore Our Other Comprehensive Life Insurance Policies


WHOLE LIFE INSURANCE

Whole life insurance offers lifelong coverage with fixed premiums. It
accumulates cash value over time, serving as both protection for your loved ones
and an investment that grows over the years. With whole life insurance, you
enjoy security and financial growth in one package.

Why Choose Whole Life Insurance?

 * Lifelong Coverage

 * Fixed Premiums

 * Cash Value Accumulation


MORTGAGE PROTECTION INSURANCE

Mortgage protection insurance is designed to pay off your mortgage balance in
the event of your passing. It offers peace of mind to you and your family,
ensuring that your loved ones can remain in their home without the burden of
mortgage payments during a challenging time.

Why Choose Mortgage Protection Insurance?

 * Ensures Mortgage is Paid Off

 * Protects Your Family's Home

 * Provides Financial Stability in Difficult Times


TERM LIFE INSURANCE

Term life insurance provides coverage for a specific period, often 10, 20, or 30
years. It offers affordable premiums and straightforward protection. Term life
is an excellent choice if you want coverage during your working years or until
specific financial obligations, such as a mortgage, are paid off.

Why Choose Term Life Insurance?

 * Affordable Premiums

 * Flexible Term Lengths

 * Temporary Coverage for Specific Needs


INDEXED UNIVERSAL LIFE (IUL) INSURANCE

Indexed Universal Life insurance combines death benefit protection with the
potential for cash value growth linked to stock market indexes. It offers
flexibility in premium payments and the opportunity to earn higher interest
rates based on market performance while ensuring a safety net for your
beneficiaries.

Why Choose Indexed Universal Life Insurance?

 * Potential for Higher Returns

 * Flexibility in Premiums

 * Protection and Investment Opportunities

Book a Free Consultation Today!



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