ABOUT LEGACY INSURANCE & INVESTMENT GROUP, LLC
Jose J. Perez, LUTCF
Memberships and Recognitions
Member of the Million Dollar Round Table (MDRT) since 1997
Member of National Association of Insurance and Financial Advisors (NAIFA) since 1997
MetLife President Circle Producer
Leaders Conference - Qualified 15 times
Two years as a MetLife Agency Sales Director
My goal is to provide families and business owners with assistance building their financial freedom. I have the skills, knowledge and more than 25 years of experience to help meet my clients goals. My personal objective is to become a trusted resource for each and every client where we are
I am specialized in planning for families who have a member with special needs.
Past civic engagement includes volunteering for El Valor, a community based organization that works with young children, people with disabilities and their families. I have been a Make-A-Wish Volunteer since 2005 and continue to be active until this day.
Contact me at anytime. It would be my honor to help you achieve your financial goals.
Jose J. Perez, LUTCF
*Fluent in English and Spanish.
Fabiola Flores is the Office Manager at Legacy Insurance & Investment Group, LLC. Fabiola is responsible for all office operations supporting the president. She provides new business support to ensure complete applications and efficient processing of client documentation. She assists the president with the preparation of product proposals and presentations to share with clients. Fabiola provides support and stewardship at all stages of the relationship with the client.
Prior to joining Legacy Insurance & Investment Group, LLC in February 2016, Fabiola was the Human Resources Coordinator at Blue Plate Catering. Fabiola holds a Bachelors of Science in Business Administration from DePaul University.
Viviana E. DeLaRosa
Viviana E. DeLaRosa is the Operations Manager at Legacy Insurance & Investment Group, LLC. Viviana is responsible for managing and supporting the goals of the insurance and financial service division of Legacy Insurance & Investment Group. She is responsible for providing daily management of work processes and procedures with clients and business lines. Her goals are to foster an environment that provides an exceptional customer service experience and drive operational excellence in performance and quality throughout the insurance and financial services operation.
Prior to joining Legacy Insurance and Investment Group, LLC in March 2018, Viviana worked as a Legal Assistant at Burke, Warren MacKay & Serritella for 6 years. She has over 15 years of working in a corporate administration environment. Viviana holds an Associate Degree in Business Operations Management from Fox College.