Innovative Solutions
Uncompromised Integrity
JAG Legacy & Insurance Solutions
At JAG Legacy & Insurance Solutions ("JAG Legacy"), our sole purpose is to create better financial outcomes for our clients and their families enabling them to improve the use, enjoyment and impact of their hard-earned wealth today and in the future.
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We are admired and known for our subject expertise in the design, acquisition and management of life insurance. Our reputation and success is built on four core pillars:
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Our Ability to Consistently Deliver Uncommon Outcomes
Our Quality of Advice
Our Integrity
Our Relationships
OUR CORE BELIEFS
At JAG Legacy we believe that the financial services industry’s long-term approach to delivering client advice to affluent families and those seeking affluence is broken and no longer works:
PERFORMANCE ONLY
When advice is delivered focusing on today without consideration for tomorrow. Performance is about achieving successful short-term outcomes, health is about achieving similarly successful outcomes in the future.
PROJECT DRIVEN
This is when the industry treats a family’s goals like a project. Projects have a definite beginning and end – Goals are ongoing. Moreover, client’s lives are dynamic and their goals continually evolve.
CLARITY
When an advisory team lacks clarity around a client’s goals their advice gets compromised. The result? Client goals are left to chance. By making efforts to collectively understand a client’s goals, the quality of advice improves and the client gains certainty that their objectives are on track toward being achieved.
We specialize in those instances where the role of life insurance was either overlooked, misunderstood or misused.
OUR CORE COMPETENCIES
Designing advanced insurance programs aimed at improving the financial outcomes for our clients, their families and their businesses
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Procuring insurance through a very unique underwriting process that ensures that our clients secure the most optimal pricing possible throughout their lifetime
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Managing client plans each and every year to ensure desired objectives remain on track for generations to come
HOW OUR CLIENTS BENEFIT
Our business model is about creating value. The solutions we implement result in an increase in future family wealth either through better after tax returns of current assets or as an offset to future obligations so that hard earned family wealth remains intact for generations to come.
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By working with JAG Legacy, you can rest assured that you are working with the very best insurance advisory professionals for delivering insurance solutions tailored to your specific planning needs.
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We go beyond solving financial problems – through our careful five step process, we show our clients how to identify and when willing, capitalize on favorable long-term opportunities.
OUR PROCESS
PLANNING
Products chosen and concepts employed are the result of careful long-term estate and business planning. This is where we start.
PLANNING
INFORMAL
UNDERWRITING
DECISION
Client information is reviewed confidentially with our network of insurance company underwriters to secure preliminary medical underwriting classifications. This determines pricing so clients are well informed prior to making formal buying decisions.
INFORMAL UNDERWRITING
PLAN
DEVELOPMENT
The client, the client’s advisors and JAG Legacy insurance professionals collectively develop the insurance plan that fulfills the pre-defined long-term planning objectives.
PLAN DEVELOPMENT
FORMAL
APPLICATION
FORMAL APPLICATION
Insurance company applications and required supporting documentation is packaged and formally submitted to the desired insurance companies.
PLAN EXECUTION
Upon policy issuance, the insurance contract is delivered to the client, funded and placed in force for the policy owner.
PLAN EXECUTION
ANNUAL
MANAGEMENT
Insurance is a complex financial product and must be properly managed each and every year. JAG Legacy's service department is committed to ensuring our client’s insurance programs remain on track throughout their lifetimes.
ANNUAL MANAGEMENT
Our clients and their advisors benefit from our decades of experience and collaborative approach.
© 2023 JAG Legacy & Insurance Solutions All Rights Reserved. | 323.284.7466
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC
26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080