830-223-1300
[email protected]
National Producer Number: 4569096
Hello!
I’m Kimberly Greene
I spent over 20 years as a medical social worker, walking alongside families through some of life’s hardest moments. That experience shaped me. It showed me the importance of preparation, not just for today but for the future.
Now, as the founder of The Legacy Connection, I help individuals and families with life insurance, Medicare, retirement planning, and more.
My goal is simple: to make sure people understand their options so they can plan with confidence and protect what matters most.
I live in New Braunfels, Texas with my wife and our daughter, and I’m grateful every day to do work that helps others feel secure, supported, and prepared.
I'm licensed in the following states:
TX, AL, FL, IL, MS, MO, OH, PA, SC, TN, WA, WI, OR, NH, AR, IA, LA, MN, OK, KY, GA, and NC.
Your legacy is built today, not tomorrow.
Plan now to protect what matters most.
Services Offered
Life Insurance
Protect the people you love with peace of mind that lasts.
Whether you’re looking for affordable term insurance or permanent policies that grow with you, I will help you understand your options and choose coverage that makes sense for your stage of life. I will also help you prepare your family with the information they’ll need if something happens — because protecting your legacy means more than just a payout.
Need help deciding what’s right for your family? We’ll walk you through it.
Health Insurance
Health care shouldn’t be confusing or unaffordable.
From Marketplace (ACA) plans to supplemental options that fill in the gaps, I'll help you access quality coverage without breaking the bank.
Whether you’re self-employed, in between jobs, or simply need something better, I'll make sure you’re covered for the care you actually need.
Let’s find the right plan that fits your health and your budget.
Medicare (Over 65)
Turning 65? Let’s make Medicare simple.
Navigating Medicare can feel overwhelming, but it doesn’t have to be. Whether you’re new to Medicare, comparing Advantage vs. Supplement plans, or reviewing prescription coverage, I’ll walk you through the process step-by-step.
My goal is to make sure you get the coverage you need without overpaying or missing important enrollment deadlines.
l'll help you confidently choose a Medicare plan that fits your health, lifestyle, and budget.
Retirement Planning
The future doesn’t plan itself — but I can help.
You’ve worked hard. Now it’s time to make sure your money works for you. I'll help you roll over old 401(k)s, set up fixed annuities, and explore safe money strategies that protect what you’ve saved and give you steady income later. Even if you’re late to the game, it’s never too late to build a smart retirement plan.
Schedule a review and let’s make a plan that fits your goals.
Legal
Peace of mind starts with proper paperwork — and I can help.
Life happens fast. Having the right legal documents in place can protect your wishes, your assets, and the people you care about most. I can help connect you with trusted legal support to create or update wills, medical directives, and power of attorney documents that complement your financial and insurance planning.
It’s not about expecting the worst — it’s about being ready for anything.
Book a consultation and let’s make sure your paperwork reflects your plan.
What My Clients Are Saying
"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!"
JESSICA M.
"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!"
MATT 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!"
SARAH R.
Legacy starts with how we live,
not just what we leave.
I'd love to answer your questions!
Whether you’re just getting started or sorting through options, I’m here to help you feel more confident about your next steps. This is a no-pressure space to ask questions, get clarity, and talk through what matters most to you.
Pick a time that works for you and let's connect!
