Protect your most valuable assets.

CREATE A SAFETY NET

THAT LASTS GENERATIONS!

Creating generational wealth and leaving a legacy is done through life insurance.

We're here to show you how!

  • Comprehensive Plans

  • Expert Consultation Services

  • Hassle-Free Policy Management

GET YOUR FREE QUOTE!

What Type of Policy Are You Looking For?

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LIFE INSURANCE TO MEET YOUR INDIVIDUAL NEEDS!

Learn how to properly protect your family from the inevitable

GET YOUR FREE QUOTE!

What Type of Policy Are You Looking For?

Opt-in to receive quote info via email or sms from legacy Wealth Co. Standard rates apply. We do not sell or share your personal info!

TAKE THE WORRY OUT OF LIFE WITH INSURANCE PROTECTION

Best Support

We are available 24/7. You can chat with us or make a phone call to discuss your issue.

Professional Agents

Our staff combined experts in all classes of insurance you can afford today.

World Class Service

We pride ourselves on servicing our clients as if they were our own family.

FIND THE RIGHT INSURANCE FOR YOU

No matter what your budget is, no matter where you are in life, you deserve to have the coverage you need!

FIND THE RIGHT INSURANCE FOR YOU

No matter what your budget is, no matter where you are in life, you deserve to have the coverage you need!

THE EIGHT WAYS WE HELP CLIENTS REACH THEIR FINANCIAL GOALS

Life Insurance

Retirement Planning

Family Planning

Annuity

Wealth Growth

Cash Flow

Emergency Fund

Debt Management

Mark & Michelle Cassara, Brokers.

We educate people of different lifestyles to help preserve, protect and grow their wealth towards a tax-free retirement!

Mark Cassara, Broker.

We educate people of different lifestyles to help preserve, protect and grow their wealth towards a tax-free retirement!

Best Support

We are available 24/7. You can chat with us or make a phone call to discuss your issue.

Professional Agents

Our staff combined experts in all classes of insurance you can afford today.

World Class Service

We pride ourselves on servicing our clients as if they were our own family.

300

HAPPY CLIENTS

12

INSURANCE PRODUCTS

14

YEARS OF COMBINED EXPERIENCE

12

PROFESSIONAL AGENTS

How It Works?

How It Works?

Get acquainted with the process of insurance. It takes just a few simple steps.

Schedule a time to meet with a professional

The first step is to complete a free financial strategy call to discover your goals and insurable needs.

Select a financial product that fits needs

Based on our strategy call, we will pick out the best product for your retirement or life insurance needs.

Complete a simple application

Your agent will collect the necessary information and begin to prepare your application.

What people say about us.

Here are comments from our beloved clients

"Mark and his team have been able to help us protect and grow our nest egg. We are very thankful to have met them."

-Barbara B.

"I was able to roll over my 401k and avoid anymore market loss! We are so relieved!"

-James T.

"It has been a pleasure working with Mark and his wife, they have made everything very easy to understand."

-Jayne W.

"Mark was able to get me approved even with a few health issues. AMAZING!"

-Nancy A.

Schedule a free, no obligation consultation!

Family

3 Types of Life Insurance

October 14, 20240 min read

3 Types of Life Insurance

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Mark Cassara

Financial Strategy Planning Coach

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