Secure Legacy Solutions LLC

11/10/2021

Business Owners need a plan so their legacy can carry on

Ask us how

Planning for the transition of a family-owned business requires careful planning. Watch our video to learn more about family business succession planning.

07/08/2021

09/18/2019

Sage advise!

Worth the read

"Just because you're no longer in full-time employment doesn't mean you've withdrawn from the world, or that you have nothing more to contribute."

09/10/2019

She's Right, you know

08/02/2019

Potential New (IRS) Rules require New Thinking

Life Insurance may assist in leaving a Tax-Free legacy to your heirs

I CAN Help!

Congress takes aim at the so-called stretch IRA.

07/15/2019

Long Term Care policies are NOT what they used to be (if you can even get one at a reasonable cost)

There are much better solutions available thru traditional fixed indexed annuity & life insurance products

Ask me how!

Sales of traditional long-term care insurance continue to fall, even as Americans age.

06/20/2019

Which Life Insurance is right for you?

A simple explanation

This is "Three Types of Life Insurance" by Agency Pocket on Vimeo, the home for high quality videos and the people who love them.

06/16/2019

How much do you need?

I can help!

To decide how much life insurance he'd get, he multiplied an inflated estimate of his annual expenses by 10 and added more for kids' college costs.