Indexed
Universal Life
Insurance
The Legacy Connection
Planning for the future can be daunting, but protecting your family’s financial security doesn’t have to be. IUL Insurance provides peace of mind by offering lifelong coverage and potential cash value growth, ensuring that your loved ones are protected while you build a flexible financial safety net.
Jessica M.
⭐⭐⭐⭐⭐
"I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!"
Happy Customers
More than 100+ clients taken care of!
Indexed Universal Life Insurance
The Legacy Connection
Planning for the future can be daunting, but protecting your family’s financial security doesn’t have to be. IUL Insurance provides peace of mind by offering lifelong coverage and potential cash value growth, ensuring that your loved ones are protected while you build a flexible financial safety net.
About Us
Helping You To
Manage Your IUL
Insurance Needs!
Kimberly Greene
Owner, Broker, Licensed Agent
NPN: 4569096
About Us
Helping You To
Manage Your IUL Insurance Needs!
Kimberly Greene
Owner, Broker, Licensed Agent
4569096
Everything You Need To Know
About IUL Insurance
At A Glance
What is Indexed Universal Life Insurance?
IUL Insurance provides lifelong coverage with cash value growth tied to market performance, allowing you to protect your family and build savings with flexible premiums.
Important Details
IUL offers coverage while accumulating cash value, which can be accessed for retirement, emergencies, or other needs. It’s a flexible plan for long-term financial security.
Everything You Need To Know About
IUL Insurance At A Glance
What is Indexed Universal Life Insurance?
IUL Insurance provides lifelong coverage with cash value growth tied to market performance, allowing you to protect your family and build savings with flexible premiums.
Important Details
IUL offers coverage while accumulating cash value, which can be accessed for retirement, emergencies, or other needs. It’s a flexible plan for long-term financial security.
Reviews
Real-Life Testimonials
From Satisfied Clients
Jessica M.
"I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!"
Matt R.
"As a self-employed entrepreneur, I never had access to traditional benefits. Kimberly set me up with the perfect life insurance policy and a tax-free retirement strategy that gives me peace of mind. I only wish I had met her sooner!"
Sarah R.
"I wanted to offer my employees health and retirement benefits but didn’t know where to start. Kimberly customized an affordable group benefits package that helps me take care of my team while also saving on taxes. The Legacy Connection is a game-changer for small business owners!"
Reviews
Real-Life Testimonials
From Satisfied Clients
Jessica M.
""I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!""
Matt R.
""As a self-employed entrepreneur, I never had access to traditional benefits. Kimberly set me up with the perfect life insurance policy and a tax-free retirement strategy that gives me peace of mind. I only wish I had met her sooner!""
Sarah R.
""I wanted to offer my employees health and retirement benefits but didn’t know where to start. Kimberly customized an affordable group benefits package that helps me take care of my team while also saving on taxes. The Legacy Connection is a game-changer for small business owners!""
More Info
Important Questions
Is Indexed Universal Life Insurance Right for Me?
IUL Insurance is ideal if you want lifelong coverage with the potential for cash value growth. It’s a flexible option that lets you adjust your premiums and death benefit, making it suitable for those who want both protection and a financial growth opportunity.
How Much Coverage Do I Need?
The amount of coverage depends on your financial goals and the needs of your beneficiaries. IUL policies can be customized, allowing you to choose a coverage amount that provides security for your family while meeting your budget.
Is a Medical Exam Required?
In many cases, a medical exam may be required for IUL Insurance, especially if you're looking for higher coverage amounts. However, some policies may offer simplified underwriting for lower coverage limits.
Can I Access the Cash Value?
Yes, you can access the cash value accumulated in your IUL policy. It can be used for various financial needs, such as supplementing retirement income, covering unexpected expenses, or funding education.
How do I Sign Up?
You can start by scheduling a consultation to discuss your needs with an insurance expert. They’ll help you customize your IUL policy and guide you through the application process.
More Info
Important Questions
Is Indexed Universal Life Insurance Right for Me?
IUL Insurance is ideal if you want lifelong coverage with the potential for cash value growth. It’s a flexible option that lets you adjust your premiums and death benefit, making it suitable for those who want both protection and a financial growth opportunity.
How Much Coverage Do I Need?
The amount of coverage depends on your financial goals and the needs of your beneficiaries. IUL policies can be customized, allowing you to choose a coverage amount that provides security for your family while meeting your budget.
Is a Medical Exam Required?
In many cases, a medical exam may be required for IUL Insurance, especially if you're looking for higher coverage amounts. However, some policies may offer simplified underwriting for lower coverage limits.
Can I Access the Cash Value?
Yes, you can access the cash value accumulated in your IUL policy. It can be used for various financial needs, such as supplementing retirement income, covering unexpected expenses, or funding education.
How do I Sign Up?
You can start by scheduling a consultation to discuss your needs with an insurance expert. They’ll help you customize your IUL policy and guide you through the application process.
Looking for a First-Class IUL Insurance Consultant?
Looking for a First-Class IUL Insurance Consultant?
The Legacy Connection is committed to serving you at the highest level with all your Indexed Universal Life Insurance needs.
National Producer Number: 4569096
Company
Directories
Legal
The Legacy Connection is committed to serving you at the highest level with all your Indexed Universal Life Insurance needs.
National Producer Number: 4569096
Company
Directories
Legal