Legacy Funding

Legacy Funding
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Description


Legacy Funding is a BGA that partners with financial advisors and insurance agents to help place impaired-risk life and LTC cases, while also offering affordable estate and legacy planning solutions. We act as a bolt-on underwriting and case design team that helps advisors save declined clients and increase revenue—without disrupting their existing business channels or carrier relationships.

Business Contact
Matthew Mesaros
Address

2705 S Alma School Rd #2, Chandler, AZ 85286

APN Promo Offer
APN Members Receive $500 Discount on Complete Will & Trust Package including: Revocable Living Trust -Certification of Trust -Assignment of Personal Property -Quit Claim Deed of Personal Residence -Last Will & Testament “Pour-Over” Will -Durable Power of Attorney for Finances -Health Care Power of Attorney -Instructions for Successor Trustee -Power of Attorney and Guardian ($1,995 - $500 APN Member Discount = $1,495)

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