Stronger Together. Greater Success. .
At Legacy Funding IUL, our goal is to ensure you have a TEAM of professionals supporting you in achieving your financial goals and dreams. One of our core values is the power of TEAM—Together Everyone Achieves More.
Our best clients believe their brightest future comes from collaborating with a team of experts. By working with us, you’ll gain access to the tools, resources, and education necessary to fully understand your financial strategies and make confident decisions.
Fiduciary
A promise to prioritize your best interest and long-term financial health.
Integrated
Full-spectrum wealth management, personalized solutions, and unique alternative investment opportunities.
Highly Personalized
An individualized approach focused on proactive thinking and smart solutions.
Experienced
A passionate team supported by our wide-reaching network of professionals you can trust.
The Legacy Funding IUL Journey
About Us
At Legacy Funding IUL, our goal is to help you protect and sustain your wealth for generations. We provide long-term financial strategies designed to shield you from the negative impacts of taxes, inflation, and market volatility.
With over 137 years of combined team experience, we are committed to guiding our clients toward a stronger, more secure financial future. Schedule a consultation today to discover how we can help you achieve your goals with confidence.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
Your Goals, Our Commitment
We’ve helped countless successful individuals grow their wealth safely, with predictable, tax-free returns averaging 5–10% annually. This means that at retirement, every $1 million accumulated can generate $70,000–$100,000 in tax-free income each year—without ever touching the principal of their nest egg.
