Determining Your Needs

We will help you determine what your insurance needs are and how best to fill those needs. We will also analyze your current situation.

We Know Insurance

Whether it be Life Insurance, Long Term Care Insurance, or Disability Insurance, we will help you determine what your need is and how best to fill that need. In an industry with so many different choices we aim to simplify the decision and help you find the best fit for your needs. Legacy Financial offers a complimentary analysis of your existing policies to assess the answers to these questions: Is the policy performing as anticipated? Is there a better policy available that meets or improves the current situation?

The Right Amount
The Right Amount
- How much insurance do I really need? We will examine your financial picture to determine the proper amount.
The Right Kind
The Right Kind
- What type of insurance do I need?
- What are the different types of insurance? And do I have the right kind for my situation?
Long Term Care
Long Term Care
- Can you show me the impact on my financial picture if I have disability insurance or if I do not?
- What is a life/long term care hybrid policy?
- What if I never need my long term care insurance? Is there a product that will give me my money back?
Performance
Performance
- Has your existing life insurance been reviewed to review how it is performing?
- Do you have the most competitive policy currently available?
- Note: There are new products and strategies available in the marketplace today. This is due to industry mandated reduced costs of mortality because people are living longer.

Lisa is ready to help take you to the next steps in analyzing your insurance needs.

If you would like help call Lisa at 859-655-3873 or email her.

Recognized By

Certified Financial
Planner
Chartered Life
Underwriters
Certified Public
Accountant
Financial Planning
Association
International Association of
Registered Financial Consultants