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CALL 980.206.0093

Life Health Legacy, LLC has been assisting clients in the Carolinas for over 20 years.  We specialize in Family Protection & Medicare Education. We help individuals, families and business owners find coverage that is suitable and affordable to your specific needs.  We are here for YOU! Reach out today 980.206.0093

Customized and Affordable Coverage

  1. Burial Insurance

  2. Final Expense Insurance

  3. Term Life Insurance

  4. Whole Life Insurance

  5. IUL Insurance

  6. Mortgage Protection Insurance

 

FREE SERVICES INCLUDE: 

  • LAST WILL & TESTAMENT KIT

    1. Last Will & Testament Template

    2. Advance Directive Template (aka Living Will)

    3. Healthcare Proxy Template (aka Medical POA)

    4. Financial Proxy Template (aka Financial POA)

    5. Folder to hold and organize all of your important documents

All documents must be legally signed, witnessed and officially notarized.

 

CALL US TODAY

908.206.0093

 

 

 

 

Our services

CONTACT US: 980.206.0093

Family protection

No exam insurance, Burial insurance, Term Life insurance, Whole Life insurance, IUL, Mortgage Protection Insurance, Group Life Insurance

Medicare education

MEDICARE INSURANCE:  Original Medicare, Aging-in, Medicare Advantage, Medicare Supplement

Financial planning

We offer a range of specialized financial planning services tailored to meet your individual needs.

Retirement planning

We offer a range of specialized retirement planning services tailored to meet your individual needs.

About us

Life Health Legacy LLC began more than 20 years ago with a simple idea fueled by a deep passion for helping families secure their future. As a small boutique insurance provider in Charlotte, North Carolina, we pride ourselves on personal attention and dedication to every detail. Our approach is rooted in quality and integrity, ensuring that everything we do reflects our commitment to excellence.

Expertise you can trust

We pride ourselves on our adaptability and commitment to excellence in every aspect of our service. Explore what we have to offer and how we can contribute to your success.

"Life Health Legacy LLC has been instrumental in helping my family secure the right insurance coverage. Their team is knowledgeable, patient, and truly cares about their clients."

Benjamin Wood

"I highly recommend Life Health Legacy LLC for Medicare education. They simplified the complex information and helped me make informed decisions about my healthcare."

Emma Thompson

"The team at Life Health Legacy LLC provided exceptional service and support in navigating my retirement planning. I feel confident in my financial future thanks to their guidance."

Oliver Hartman

Contact us

Location

Charlotte, North Carolina

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