Legacy at a Glance

Company and Product Description

Legacy Financial Services, in partnership with Family Heritage, is a unique, fast growing, fully integrated organization utilizing our capacities as an underwriter, customer service center and direct seller of supplemental insurance and voluntary benefits plans to offer our clients exceptional service, value and convenience.

Family Heritage Life Insurance Awards

Company Statistics

• Founded in 1989
• Average annual growth rate of 25%
• Projected to have in excess of $500 million in assets under management by 2010

Locations

We currently have operations in 48 states, including Alaska, Hawaii and Puerto Rico.

Customers

Individual clients as well as small to mid size business clients. Our clients have one of the strongest loyalty rates in the industry. Sales made by a new salesperson in their first year will generate in excess of 19 years of residual income.

“Progress is the activity of today and the assurance of tomorrow.”
Ralph Waldo Emerson