Protect your income and maintain your lifestyle in case of unexpected events.
Custom solutions to protect your wealth and help with your family’s financial security.
Comprehensive planning for future healthcare needs and asset protection.
Founded in 1987, Summit Legacy has established itself as a professional partner for high-net-worth individuals and business owners seeking sophisticated insurance and estate planning solutions.
We deliberately focus solely on life, disability, and long-term care insurance to provide unparalleled expertise and service in these critical areas.
For many families and business owners, life insurance is something they know they should have, but often view as a task to complete. Just another item on the long list of financial responsibilities. But when you strip away the misconceptions and look at how insurance functions in sophisticated planning, a very different picture emerges.
At Summit Legacy, we’ve seen time and again how a little more awareness up front can prevent a lot of frustration later. Here are a few things clients should know when buying life insurance, but often don’t.
In the life insurance marketplace, access is easy to find. Alignment is not.
Countless firms offer policies, products, and promises, but very few are structured to serve the complex needs of high-net-worth families and the professional advisors who guide them.
At Summit Legacy, we’ve built what we call an unfair advantage. Unfair not to our clients or partners, but to competitors constrained by corporate mandates and limited perspectives.
It’s an advantage built on three pillars: independence, selectivity, and collaboration.