Built on a promise, not a product.
Legacy Financial Group exists because families deserve an advisor whose only incentive is getting them the right coverage — not hitting one carrier's sales quota.
Term · $500k$23/mo
Whole Life · $25k$98/mo
Final Expense · $15k$64/moInsurance done the way it should have been all along.
Founded in 2023, we set out to fix the two things families hate about insurance: being sold to, and being confused. Our agents are independent — free to compare over 100 carriers — and trained to teach before they recommend anything.
The result: coverage decisions our clients actually understand, at prices carriers had to compete to offer. That's why 99% of them stay.
- ✓Strategies, not products. Life insurance and annuities working together — protection while you build, income when you retire.
- ✓Top-carrier access. Mutual of Omaha, Transamerica, Corebridge, John Hancock, and 100+ more compete for your policy.
satisfaction
Questions people ask about us
What does Legacy Financial Group do?
Legacy Financial Group is an independent insurance brokerage in Phoenix, Arizona that helps families across the U.S. compare life insurance, final expense, Medicare, annuity, and long-term care coverage from more than 100 carriers. Consultations are free; agents are paid by the carrier a client chooses, never by the client.
Who founded Legacy Financial Group?
Dylan King founded LFG in 2023 after years in life and health insurance distribution — built on the conviction that families deserve an advisor who shops the market for them, not a salesperson pushing one carrier's product. He still leads the agency today.
What does 'independent brokerage' actually mean for me?
It means no carrier owns our loyalty. A captive agent can only sell their company's products at their company's prices. Our agents compare 100+ carriers side by side and place you with whichever offers the strongest coverage for your health, age, and budget.
How do I choose which agent to work with?
Every agent has their own page with their story, specialties, and calendar — pick whoever fits your situation, or request a quote and we'll match you with the right specialist. Either way you get the same 100+ carrier comparison.
Which insurance carriers do you work with?
Our lineup includes Mutual of Omaha, Transamerica, Corebridge (AIG), John Hancock, Americo, National Life Group, Gerber Life, SBLI, Liberty Bankers, and 100+ more. Carrier availability varies by state and product — your agent shops the ones that fit your case.
Where is Legacy Financial Group located, and who can you serve?
We're headquartered at 4050 E Cotton Center Blvd in Phoenix, Arizona, and serve families across the United States by phone and video through licensed agents. Contact us and we'll pair you with an agent licensed in your state.
Let's write your family's next chapter.
Talk to an independent agent who answers to you — not a carrier. Free, friendly, zero pressure.