Legacy Insurance Agency - Life Insurance & Retirement Planning

07/03/2026

Happy Independence Day Weekend Friends!

While we’re celebrating America’s freedom this weekend, I wanted to talk about something even more personal — your financial freedom.

What if you could stop paying banks interest for the rest of your life and instead become your own banker?

Read the blog post here:
https://legacyinsuranceagency.com/celebrate-financial-independence/

Our latest blog post explains how the Infinite Banking Concept (IBC) makes this possible using dividend paying, whole life insurance. It’s a simple, powerful shift that can change how you think about money... for the rest of your life (and your family’s).

We’re also running a special sale on the book: The Case for IBC — now just $10 through Sunday!

Get the book on sale:
https://legacyinsuranceagency.com/product/the-case-for-ibc/

If you’ve been curious about IBC or want to see if it’s a good fit for your situation, just comment “Interested” or send us a message. We’d love to chat.

Wishing you all a safe and wonderful holiday weekend!

07/01/2026

Join us LIVE on July 1 at 5pm CST for an eye-opening discussion on Retirement and Estate Planning – and why being unprepared can cost you time, taxes, and your hard-earned wealth.

In this special Streamyard broadcast with Marc Tomei, we'll explore the critical steps to protect your retirement savings and estate while uncovering the unintended consequences of poor planning:
- How probate can tie up your assets for months or years – and drain thousands in fees
- Unexpected tax hits that erode your legacy
- Common mistakes that lead to lost time, family disputes, and unnecessary wealth erosion
- Practical strategies for wills, trusts, beneficiary designations, and more to safeguard what you've built

Mark your calendar now:
Date: Wednesday, July 1
Time: 5pm CST/6pm ET (NOTE Change)
Platforms: Facebook and YouTube Live

Streamyard has been great for us! Want to create live streams like this? Check them out:

06/30/2026

🚨 LIVE TOMORROW: Retirement Estate Planning That Actually Protects Your Family

Join Barry Page, RFC and Marc Tomei, CLU®, ChFC®, RICP® for a No-Cost live discussion on How To:
• Protect your retirement income from real risks
• Avoid probate delays and unnecessary taxes
• Prevent mistakes that erode wealth and create family conflict
• Build a legacy rooted in faith and stewardship

We’ll be answering the real questions families are asking now — and giving you practical next steps to protect and secure your legacy.

🗓️ Wednesday, July 1 - LIVE at 5pm CST
📍 Live on YouTube → Live on Facebook

Save this post and set a reminder — you don’t want to miss this.

No sign-up required, add this to your calender now.

06/25/2026

Retirement and Estate Planning: How To Avoid Unnecessary Taxes, Probate & Wealth Loss

Join us LIVE on July 1 at 5pm CST for an eye-opening discussion on Retirement and Estate Planning – and why being unprepared can cost you time, taxes, and your hard-earned wealth.

In this special broadcast interview with Marc Tomei, CLU®, ChFC®, RICP®, we'll explore the critical steps to protect your retirement savings and estate while uncovering the unintended consequences of poor planning:
- How probate can tie up your assets for months or years – and drain thousands in fees
- Unexpected tax hits that erode your legacy
- Common mistakes that lead to lost time, family disputes, and unnecessary wealth erosion
- Practical strategies for wills, trusts, beneficiary designations, and more to safeguard what you've built

Mark your calendar now:
Date: Wednesday, July 1
Time: 5pm CST/6pm ET (NOTE Change)

Streaming live on YouTube and Facebook. Links to follow.

06/24/2026

Planning for tomorrow starts today. Your family deserves to know your wishes and be protected when life changes.

At Legacy Insurance Agency, we help you create an estate plan that honors your values and secures your legacy — without the overwhelm.

From wills and trusts to life insurance and retirement asset coordination, we’ve got you covered.

Grab our FREE Family Legacy Starter Checklist (PDF) and start building your plan today!

You don’t need to be wealthy to have an estate plan — you just need to care.

Schedule and meet with us online for convenience.

Drop a if you believe in protecting your family’s future, and share this with someone who needs to see it!

Serving Ocean Springs and the Mississippi Gulf Coast
(228) 875-5545

06/22/2026

Does Your Legacy Matter?

We can help ensure that yours lives on for generations. Contact us today.

“No legacy is so rich as honesty.” ~William Shakespeare




Let us help you create your legacy.

06/22/2026

Happy Father’s Day!

To every father carrying real responsibility — the one who lies awake at night thinking:
“If something happens to me, will my family be okay?”

Have you stopped lately to ask:
What’s actually important?
Where am I investing my time… and my money?

Love and faith are the true center of fatherhood. But love without protection is only a wish.

Faith without a plan leaves those you love most exposed.

At Legacy Insurance Agency, we help fathers build real security around that love and faith.

This Father’s Day, give your family peace of mind that lasts.
👉 Schedule your complimentary Family Financial Review (no obligation, 45 minutes):
**https://legacyinsuranceagency.com/financialreview/**

Real fathers don’t just celebrate the day. They plan for their legacy.

Happy Father’s Day from Legacy Insurance Agency.

06/18/2026

"BANKING IS THE MOST IMPORTANT BUSINESS IN THE WORLD". ~R. NELSON NASH

We spend money on items that we purchase, either by paying cash, or by financing. The problem is that all these items are financed by other banking institutions.

This means that the interest portion of every dollar spent is perpetual. The volume of interest is the real issue, not the annual percent rates.

The average American family spends about 30% of their income on interest and fees. Compare that to the savings rate of most Americans of about 5% and you can see the discrepancy.

Are you ready to learn how you can become your own banker?

Learn how to finance your major purchases using your own private banking system.

Contact us to get started 🏦

06/13/2026

You don’t have to be rich to leave a real legacy.

I just dropped a new video for normal families who want to protect what they’ve built for their kids and grandkids — without needing a law degree or a huge bank account.

Watch it here 👇
https://youtu.be/OtJ-F-Q633E

Plus I included my complete **Legacy Starter Checklist** (free).

What’s one step you’re going to take after watching? Drop it in the comments.

06/11/2026

For our MassMutual clients. This year marks 175 years for MassMutual.

Thank you for being a part of our story.