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Protecting Your Legacy Since 1960

Protecting your legacy since 1960

At Legacy Professional and Family Insurance, we advise on estate planning and life insurance with international reach.
We are a firm with a presence in the United States, Mexico, the Middle East, Central, and South America.
We guide our clients in the comprehensive management of financial risks, both personally and professionally, to preserve their assets and ensure their families' peace of mind.

Reliable solutions for the peace of mind of your loved ones

Comprehensive Planning to Protect Your Family's Wealth

Personalized strategies to secure your financial legacy

Expert advice on inheritance and succession management

Services

Our Services

We offer different types of insurance to cover your needs and provide the security you're looking for for yourself and your loved ones. We help you build scenarios to measure the impact of your decisions and ensure solid long-term performance.

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Savings-linked life insurance

IUL (Index Universal Life) — Indexed Universal Life Insurance

Term life insurance

Top-tier healthcare with global coverage.

Medical expense insurance

Temporal and economic coverage

Disability insurance

Income Protection for Incapacity

Savings-linked life insurance

IUL (Index Universal Life) — Indexed Universal Life Insurance

Term life insurance

Temporal and economic coverage

Seguro de gastos medicos

Top-tier healthcare with global coverage.

Disability insurance

Income Protection for Incapacity

Services

Our Services

We offer different types of insurance to cover your needs and provide the security you're looking for for yourself and your loved ones. We help you build scenarios to measure the impact of your decisions and ensure solid long-term performance.

See more

Legacy insurance

Benefits of Your Custom Plan

We design comprehensive strategies focused on protecting your family and business, ensuring that every financial decision drives the growth of your wealth and the security of your legacy.

Personalized risk analysis.

Secure financial structures.

  • Asset Security 100% 100%
  • Customer Satisfaction 100% 100%
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Global presence

Connecting markets, overcoming borders

Our vision knows no territorial boundaries. With operations in over 10 countries and a strategic network of allies across the continent, we ensure our solutions reach exactly where they are needed.

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Strategic Reach
Active presence in the world's major financial centers.
Tailored products and structuring
Solutions like IUL and term life insurance adapted to asset and liquidity goals.
Global Attention and Local Response
Partner network, multilingual service, and agile claims management.

Benefits

Why choose Legacy Insurance?

Our methodology is based on proximity and technical analysis to offer solid and lasting results.
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We define your financial goals
and we build scenarios to measure the performance of your long-term decisions.
We provide access to financial security
regardless of their geographic location, with international standards.
We walk hand in hand with you
throughout the entire process to ensure the plan adapts to its constant evolution.

Years of Experience

Continents with Presence

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Professional Advice

Support and Care

Testimonials

Testimonials

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I've never had such certainty and guarantee about my assets as I do today. I highly recommend them.

Rivero M. K.

Customer
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I feel very comfortable with Legacy's service. They have exceeded my expectations for care.

Rivero M. K.

Customer
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Thanks to your advice, I now have real alternatives for my future. A complete change of service.

Rivero M. K.

Customer
☆☆☆☆☆