Protect Your Family...
...Shape Your Legacy
Foundation Legacy Advisors is an Independent Broker
Why is it important to work with an Independent Broker?
As an independent broker, we have the freedom to identify the insurance product that is perfectly tailored to meet your unique needs. Unlike other agencies, we don't force you to fit into a pre-existing product. Instead, we carefully evaluate each company's rates, underwriting processes, and claims procedures to determine which carrier aligns best with your requirements. Our goal is to help you find the right insurance company for you so that you can enjoy the peace of mind that comes with knowing you're fully covered.
Shape your Legacy With Custom Coverages
Foundation Legacy Advisors
At Foundation Legacy Advisors, we are committed to providing our clients with individualized insurance solutions that meet their unique needs. Unlike a "one-size-fits-all" approach, we take the time to understand your specific circumstances and concerns. As your advocate, we will be there to guide you through the process, including assisting you in filing a claim if needed. With over two decades of experience serving clients, we are dedicated to providing you with the help and assurance you need. Contact me personally to learn more about how we can assist you.
Kindest Regards,
J. Dean Fetro
CEO
1
Final Expense Insurance
Final expense insurance, also known as burial insurance, covers end-of-life expenses like funeral costs, medical bills, legal fees, and debts. It helps relieve your loved ones of the financial burden of these expenses during an already difficult time. Funeral costs can exceed $11,000, and without adequate coverage, your family may have to use savings or take out loans to pay for them. Final expense insurance offers affordable premiums and allows you to choose coverage that fits your budget. When you pass away, the death benefit is paid to your beneficiaries, who can use the funds to cover your final expenses. Contact us for more information.
2
Medicare
Our licensed advisors can provide expert guidance on Medicare, including enrollment periods, coverage options, and out-of-pocket costs. We can help you understand the differences between Medicare Part A, Part B, Part C, and Part D, as well as Medicare Supplements. Our advisors will explain the pros and cons of each option, help you understand the benefits and costs, and help you find the best fit for your needs. Contact us to speak with an advisor and get the information you need to make informed decisions about your Medicare coverage.
3
Retirement and Wealth Preservation
Wealth Preservation aims to safeguard your retirement income and assets from market fluctuations, while also considering potential costs and consequences for your family. This strategy includes preparing for tax-efficient wealth transfer and estate planning to prevent assets from becoming a tax burden for your loved ones. Our team can provide guidance on these matters to help you protect your assets and secure your financial future. Contact us to learn more about Wealth Preservation.