LEGACY Insurance & Investment Group, LLC
  • HOME
  • ABOUT
    • ABOUT
    • OUR COMMUNITY
  • SERVICES
    • LIFE INSURANCE
    • ANNUITIES
    • DISABILITY INSURANCE
    • LONG TERM CARE
    • COLLEGE PLANNING
    • BUSINESSES
    • RESOURCES >
      • SENIORS & FINANCES
      • WOMEN & FINANCES
  • BLOG
  • STRATEGIC PARTNERS
  • CONTACT US
  • EN ESPAÑOL

SERVICES


Picture

INDIVIDUALS

  •     Fixed Annuities 
  •     Disability Income Insurance
  •     403(b), 457 Plans and Deferred Compensation
  •     412 (i)
  •     IRA's (Traditional, Roth, SEP, SIMPLE) + 401k establishment
  •     Retirement Planning
  •     Estate Conservation Strategies
  •     Individual Dental Insurance
  •     Medical Insurance
  •     Long-Term Care Insurance
  •     Life Insurance
                   Whole Life Insurance
                   Universal Life Insurance
                   Indexed Universal Insurance
                   Term Life Insurance 
                   Return of Premium Term Life insurance
Picture

BUSINESSES

  • Group Employment Benefits
  • Group Life, Dental, Long-Term Care and Disability Income Insurance
  • Business Overhead Expense Insurance
  • Group and Individual Health Insurance
  • Executive Bonus Plan and Split Dollar
  • Buy/Sell Agreements Funding
  • Premium Financing 
Contact Us Today

JOSE J. PEREZ, LUTCF
LEGACY Insurance & Investment Group, LLC
11950 South Harlem Avenue, Suite 201-7
Palos Heights, IL 60463
Office   708.572.7181

Mobile 708.691.3197
Email    [email protected] 


© 2015 All Rights Reserved. 
CONTACT US