Josenry Perez
Financial & Retirement Strategist
License NPN # 17259953
Secure Your
Family's Future with
Prime Legacy Solutions
Secure your family’s future with Prime Legacy Solutions. Explore tailored life insurance plans designed for your peace of mind and financial stability. Get started today!
Explore Our Comprehensive Insurance & Financial Planning Services
Discover how Prime Legacy Solutions can safeguard your family's future today with tailored insurance policies that give you peace of mind and financial security.
Comprehensive Coverage for Every Stage of Life
Comprehensive policies tailored to protect and grow your family's future.
Individual Life Coverage Options
Individual Life Insurance: Custom policies to ensure financial peace of mind, tailored to personal needs and goals.
Comprehensive Family Coverage Plans
Comprehensive family insurance plans that cover everyone's needs under a single policy, simplifying protection and peace of mind for the entire household.
Estate and Asset Protection Solutions
Expert guidance and insurance options for smooth asset transfer and preserving wealth for future generations.
Retirement Financial Security Planning
Explore retirement planning services to build a robust financial safety net that ensures a comfortable and secure retirement.
Large Call to Action Headline
Licenses & Credentials
Testimonials
Jasmine Richards
Really impressed with the tailored life insurance and estate planning services at Prime Legacy. Made planning for the future straightforward and stress-free.
Monica Chandler
Explored several options before settling with Prime Legacy. Their estate planning stood out. The family plan also offered seamless coverage. Quite satisfied with the decision.
Thomas Krazinski
Prime Legacy delivered on retirement planning. Their straightforward approach was refreshing, and I now feel confidently prepared for the future.
FAQs
Answers to Your Key Questions on Life Insurance Coverage
What types of life insurance policies do you offer?
We offer term, whole, and universal life insurance, each tailored to different needs.
How do I choose the right life insurance plan for me?
Choosing the right plan depends on several factors including your financial goals, age, health, and the needs of your dependents. Our experts can guide you through the process to find a plan that aligns perfectly with your life stage and goals.
Can I change my life insurance policy once it is in place?
Yes, changes can be made but are subject to terms and conditions. Contact an agent for advice.
What happens if I miss a premium payment?
There is a grace period for missed payments, but consistent failure may result in policy lapse.
Are there any tax benefits to holding a life insurance policy?
Yes, life insurance policies typically offer tax benefits which include tax-free death benefits to beneficiaries and tax-deferred growth of cash values in certain types of policies.
How can I get started with estate planning using life insurance?
Our estate planning solutions involve detailed assessments by our experts to incorporate suitable life insurance policies into your estate plan, ensuring asset protection and beneficiary financial care.