Comprehensive coverage designed for individuals and business owners.
At Summit Legacy, we understand that protecting your family’s financial future requires more than a one-size-fits-all approach. Our life insurance solutions are meticulously crafted to address the unique needs of high-net-worth individuals and business owners, helping your legacy remain secure for generations to come.
We work closely with you to develop tailored insurance strategies that align with your estate planning goals. Our solutions help minimize estate tax exposure while maximizing the wealth transferred to your beneficiaries.
Ensure your business's continuity with comprehensive succession planning. We help structure policies that provide liquidity for business transition, whether planned or unexpected, protecting both your company's future and your family's interests.
For qualified clients, we offer sophisticated premium financing options that allow you to leverage your assets efficiently while maintaining investment flexibility. Our tax-efficient wealth transfer strategies are designed to optimize the financial impact of your insurance coverage.
Your ability to earn income is your most valuable asset. Our comprehensive disability coverage is specifically designed to protect professionals and business owners, helping with financial stability even when the unexpected occurs.
We specialize in true own-occupation disability policies that protect your income if you're unable to perform your specific professional duties, even if you can work in another capacity.
Our business overhead expense protection and key person disability insurance ensure your business can continue operating even if you or a crucial team member becomes disabled. We also provide buy-sell funding solutions to protect your business interests.
We understand that standard group disability coverage often falls short for high-income professionals. Our supplemental disability coverage options bridge these gaps, help your lifestyle, and financial obligations become fully protected.
Planning for long-term care is essential for protecting your assets and maintaining your independence. Our forward-thinking long-term care solutions provide comprehensive coverage while offering flexibility for your changing needs.
We offer both traditional long-term care insurance and innovative hybrid life/LTC policies, allowing you to choose the protection that best fits your needs. Our asset-based long-term care solutions provide benefits while preserving your wealth.
Our shared care options allow couples to maximize their coverage while optimizing premiums. With return of premium features available, you can ensure your investment in long-term care coverage remains valuable regardless of whether you need care.
At Summit Legacy, we believe life insurance is just one piece of a well-structured financial strategy. The best planning happens when a team of trusted advisors works together – yet many individuals don’t have the right team in place.
That’s where we come in. If you already have a financial advisory team, we’ll collaborate seamlessly with them to ensure your life insurance strategy aligns with your broader financial goals. If you don’t, we can help you build one. We connect our clients with experienced professionals, including estate planning attorneys, CPAs, wealth managers, and other specialists, to create a comprehensive financial plan.
For our centers of influence, this means more than just a one-time referral – we’re committed to fostering relationships that benefit both our clients and the professionals we work with. By introducing our clients to the right experts, we help them achieve financial confidence while strengthening valuable professional partnerships.
Let’s build a team that works for you.
Let’s discuss how our customized insurance solutions can protect your wealth and legacy.
Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Summit Legacy Insurance, LLC and Lion Street Financial are not affiliated and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquires, only in state(s) in which they are properly registered and/or licensed.
Summit Legacy Insurance
180 Cherokee Street NE, Suite 200
Marietta, GA 30060
(770) 425-9989