About

Based in Mission Viejo, California

At Life Legacy National Insurance Services, our mission is simple: to help individuals, families, and business owners safeguard what matters most—your life, your legacy, your retirement, and your financial well-being.

With a client-first approach and a team of experienced, licensed professionals, we offer tailored guidance across a comprehensive range of insurance and financial solutions, including:

• Mortgage protection with living benefits

• 401(k) transfers and rollovers for job changes and retirement readiness

• IRA, pension, and retirement planning

• College savings plans for families with young children

• Final expense insurance to ease the burden on loved ones

• Tax-efficient investment protection strategies for business owners

• Key employee benefits and executive coverage solutions

We proudly work with top-rated carriers to provide access to a wide variety of trusted products, including:

• Indexed Universal Life (IUL) insurance with built-in living benefits

• Whole life and term life insurance options

• Annuities for long-term income and retirement security

• Wealth transfer and legacy planning using tax-advantaged strategies

At Life Legacy, we take the time to understand your unique needs, goals, and budget. Our access to an extensive network of plans allows us to craft personalized strategies that evolve with you—no matter what stage of life you're in.

What truly sets us apart is our commitment to relationships. We aim to be more than just your insurance provider—we want to be your long-term partner and advocate in financial planning. From your first policy to your retirement years and beyond, we're here to offer clarity, confidence, and exceptional service every step of the way.

Let’s build your legacy—together.
Contact us today or explore our online tools to begin your journey toward a more secure and empowered future.