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Services

The Power of Choice

One size almost never fits all – especially when it comes to your financial needs and goals. That’s why Legend Financial offers products and services from over 221 trusted providers.

Let's find a fit for your needs and goals.

Products & Providers

Legend Financial Management help many of the industry's top financial services and insurance companies bring their products to families and individuals throughout North America.

1. All the companies listed may not be available to the Legend Financial agents unless they are appropriately licensed & appointed.
2. Providers listed maintain selling agreement(s) with World Financial Group Insurance Agency, LLC. World Financial Group Agency, LLC and its subsidiaries.
3. Providers maintain selling agreement(s) with World Financial Group Insurance Agency, LLC. World Financial Group Insurance Agency, LLC and Transamerica Life Insurance Company are affiliated companies.
4. The city and state locations of these providers: Transamerica Life Insurance Company, Cedar Rapids, Iowa; Pacific Life Insurance Company, Newport Beach, California; Nationwide Life Insurance Company, Columbus, Ohio; Prudential Life Insurance Company, Newark, New Jersey; Everest Funeral Package, LLC Houston, Texas

Insurance Protection

The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. They need products that can help them protect the life they’ve built.

Legacy Strategies

Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families and individuals need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.

Retirement Strategies

A key to any financial strategy is preparing for retirement. You'll be able to offer people a variety of options to help them prepare for their leisure years.

Long-Term Care

A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.

College Funding

Whether preparing to send the first - or fifth - child to college, many families and individuals can benefit from the help of a financial professional.

Business Solutions

Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. As a licensed financial professional, you can offer a variety of products and services to help them meet these needs.

7 in 10

The number of middle-class Americans who say they are living paycheck-to-paycheck.1

1 in 3

The number of American households that are uninsured.2

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