Legacy Funding helps individuals, families, and business owners protect income, prepare for future care needs, preserve a business, and put a practical legacy plan in place. Start with the area most relevant to you, or schedule a confidential conversation.
The right life insurance decision depends on your health profile, your budget, and the obligations you're protecting — not a comparison chart. As an independent brokerage, Legacy Funding matches each situation to the carrier and underwriting path that fits it best, whether that's an instant-issue term policy or a complex placement other advisors couldn't complete.
Affordable protection for a defined period — the foundation for most families.
Learn about term →Apply online — many applicants receive a same-day decision with no medical exam.
See no-exam options →Lifelong coverage with flexibility for estate and legacy strategies.
Explore permanent →A prior decline is not a final answer. Confidential second-opinion reviews, no obligation.
Get a second opinion →A funded care plan protects more than savings — it protects the family from carrying the burden alone. We match the coverage to how you want to fund it, and who you want protected.
Traditional, hybrid, and asset-based solutions — matched to cash-flow, limited-pay, or asset-repositioning funding.
Explore LTC planning →An affordable alternative with simplified underwriting — built for how care events actually unfold.
See short-term care →Employer-level long-term care plans for small businesses — for the owner, the team, and family extensions.
Explore group plans →For most owners, the business is the largest asset they own. We coordinate the insurance strategies that protect it — working alongside your attorney, CPA, and financial advisor.
Explore Business Owner PlanningRetirement planning support for individuals and small businesses — coordinated with your insurance and legacy plan.
Protect what matters. Plan for what's ahead.
A complete will and trust package — delivered affordably through our strategic partnership, with concierge support for updates and amendments over the years to come.
Explore Legacy PlanningInsurance and legacy planning are not one-size-fits-all. Legacy Funding helps clients understand their options, evaluate the tradeoffs, and coordinate with the other professionals involved — so the plan that gets implemented is the one that actually fits.
Every engagement begins with a straightforward, confidential conversation about your situation — no application, no obligation.
Prefer email? info@legacyfunding.com
