210-326-2708
[email protected]
National Producer Number: 21725495
Hello!
I'm Lisa Greene
I support clients at The Legacy Connection with white-glove service and hands-on ACA enrollments — making the process clear, simple, and doable. My goal is to help families understand their options and complete applications with confidence.
As a mom to a special-needs adult son, I know how vital it is to access the right resources and care. Caregiving has shaped the way I work: I lead with advocacy, patience, problem-solving, and organization. I’m deeply committed to guiding clients from feeling overwhelmed to feeling taken care of.
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, 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.
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.
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!
