ROOTED LEGACY
Estate Planning Implementation, Retirement Planning, Life Insurance & Final Expense
What We Do For Our Clients
We have decades of experience helping clients prepare for the unknown. Ask us about:
- Estate Planning Implementation
- Retirement Planning
- Long Term Care
- Supplemental Health
- Medicare Supplements
- Hospital Indemnity
- Life Insurance
- Final Expense
- Term Insurance
We access many different products so you can get the right one fit for your situation.
Assessing Needs
Many financial experts will tell you some unforeseen events and a lack of the right kind of financial products can spell trouble quickly.
Call us today, and we'll analyze your needs and get you covered quickly at the right price and the right fit for your goals.
Products
Our dedicated agents help design programs to fit your needs and your budget so it will be there when you need it the most.
Through products focused on protecting your financial security: your income, your home, your retirement and your future for your children and grandchildren.
EDUCATING AMERICAN FAMILIES IN FINANCIAL LITERACY
Get peace of mind
Our Parnters
Why do I need Coverage?
Final Expense
This type of insurance can provide a sense of financial security for you and your loved ones, ensuring that they are not burdened with the costs associated with your final arrangements.
By planning ahead and considering final expense insurance, you can ease the financial strain on your family during a difficult time.
Tax Free Benefit
Tax Free Benefit on End of Life Expenses
We can help ease the financial burden of unexpected loss!
Here is a few expenses that can be covered by a final expense insurance payout for beneficiaries:
- Burial plot
- Caskets
- Cremation
- Flowers
- Funeral home services
- Grave opening - closing
- Headstones
- Obituary notices
- Transportation
- Urn
Dying Isn’t Cheap
You don’t want to burden your family financially while they grieve.
According to Forbes:
"A 2021 study from the National Funeral Directors Association shows the median cost of an adult funeral with viewing and burial is $7,848, up 6.6% from 2016. The median cost of an adult funeral with viewing and cremation is $6,970, up 11.3% from 2016." Those costs are only expected to go up!
Additionally, the payout can settle any debts you may have upon your death.
Estate Planning
What is Estate Planning?
Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for a person's future incapacity or death.
This process enables you to look after your loved ones, manage healthcare and financial choices, dictate how your property is distributed after death, and reduce unnecessary costs and taxes.
Estate planning involves much more than just creating a will
- Estate planning isn't just for people who are sick or elderly.
- Decide who should make medical and financial decisions if you become incapacitated.
- Avoid Probate.
- Buying life insurance and appointing a guardian is essential if you have dependent children.
Avoid Probate
Probate is the court supervised legal process that gives someone the authority to handle an estate when a person passes away.
It can be a slow, costly, and extremely public process — since probate cases are a matter of public record.
In addition, a probate judge may make decisions you would disagree with if you haven’t outlined them in your estate plan.
Whether a person dies with or without a will without a properly funded trust: probate is the only way to transfer assets out of their name and pass those assets on.
Meet an Agent and get matched with the product that fits your needs
Rooted Legacy is a national agency. Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none.
- Our culture is built on inspiring others, helping people achieve their goals and serving others in as many ways as possible. We take a personal interest in each and every one of our clients and our agents.
- We believe that growing in relationships and serving every family we come in contact with is a strong foundation to recommending the best financial strategies that will provide exactly what each family needs.
Submit your information
and we’ll be sure to get you in touch with a licensed agent
in your area!
Connect with Us
Life@Rootedlegacy.net
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Privacy Policy
Effective Date: [Date]
1. Introduction
Welcome to Rooted Legacy. We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website [rootedlegacy.net] and interact with our services.
2. Information We Collect
We collect information that you provide to us directly through our Site, including:
- Personal Identification Information: Name, contact details (email address, phone number), and other relevant personal data.
- Insurance-Related Information: Details related to your interest in life insurance, including preferences and any provided health-related information.
We may also collect information automatically when you visit our Site, such as:
- Usage Data: IP address, browser type, operating system, referring URLs, and information about your interactions with our Site.
3. How We Use Your Information
We use the information we collect for the following purposes:
- To Provide and Manage Our Services: To offer you life insurance quotes, process your applications, and communicate with you regarding your insurance needs.
- To Improve Our Services: To analyze how our Site is used and to enhance our offerings and user experience.
- To Send Marketing Communications: To inform you about our products and services, if you have opted in to receive such communications. You can opt-out at any time.
4. Sharing Your Information
We may share your personal information with:
- Insurance Providers: To facilitate the provision of life insurance quotes and policies.
- Service Providers: Third-party vendors that assist us in operating our Site and providing services (e.g., hosting providers, email service providers).
- Legal Requirements: When required to comply with legal obligations, protect our rights, or respond to lawful requests.
- We may sell your information to brokers for the intention of contacting you to purchase life insurance products
5. Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, alteration, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
6. Your Rights and Choices
Depending on your location, you may have rights regarding your personal information, including:
- Access and Correction: You can request access to or correction of your personal information.
- Opt-Out: You can opt out of receiving marketing communications by following the unsubscribe instructions provided in those communications.
- Deletion: You may request the deletion of your personal information, subject to applicable laws and regulations.
7. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our Site. You can manage your cookie preferences through your browser settings. For more information about our use of cookies, please see our [Cookie Policy].
8. Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on our Site with an updated effective date. We encourage you to review this policy periodically.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Rooted Legacy
life@rootedlegacy.net
602-642-7406