Life Insurance Coverage
Do you have the right type and amount of coverage? Does it include Living Benefits? We use the DIME method to calculate your true insurable need.
Service 08 · Legacy Checkup
Free Legacy
Protection Checkup
30 Minutes. No Pressure. Complete Clarity on Your Family's Financial Protection.
What It Is
A Financial Audit Designed for Your Family
Most families know they need a plan. The problem is knowing where to start. Our Free Legacy Protection Checkup is a comprehensive 30-minute review of your current financial situation — identifying gaps, redundancies, and opportunities across life insurance, retirement income, estate planning, and debt management.
Think of it as a Financial Home Makeover Analysis — an honest, no-pressure audit designed to maximize every dollar you're already spending and identify what's missing before it becomes a crisis.
Jackson Latimore Sr. will walk you through your results, answer your questions, and help you understand which strategies may make the most sense for your family's specific situation. No sales pitch. Just clarity.
"Most people don't know what they don't know. The checkup is designed to change that — in 30 minutes, with no obligation."
30
Minutes — That's All It Takes
A focused 30-minute conversation can reveal gaps that could cost your family thousands — or everything.
$0
Cost — Completely Free
No consultation fee. No obligation. No pressure. Just an honest review of where your family stands.
5
Areas Reviewed
Life insurance, retirement income, estate planning, debt management, and college funding — all in one session.
1
Next Step — A Clear Plan
You leave with a clear understanding of your gaps and a prioritized action plan — no confusion, no overwhelm.
What We Review
Five Areas of Your Financial Life
Retirement Income Strategy
Are you on track to replace your income in retirement? Do you have a plan for guaranteed income you cannot outlive?
Estate Planning Gaps
Do you have a will, trust, power of attorney, and healthcare directive? Are your beneficiary designations up to date?
Debt Management
Is high-interest debt preventing you from building wealth? We identify strategies to eliminate toxic debt and redirect cash flow toward protection and savings.
College Funding
If you have children, are you saving for their future in a tax-advantaged, financial-aid-friendly way?
Tax Efficiency
Are you paying more taxes than necessary? We identify tax-advantaged strategies that keep more of your money working for you.
How It Works
Your Checkup — 3 Simple Steps
01
Book Your 30-Minute Call
Schedule online in seconds. No paperwork required before your call.
02
We Review Your Situation
Jackson walks through your current coverage, savings, and goals — identifying gaps and opportunities.
03
You Get a Clear Plan
You leave with a prioritized action plan. No obligation to move forward — just clarity on where you stand.
How It Works
Legacy Checkup Details
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Your Legacy Starts With a Plan
Free 30-Minute Legacy Protection Checkup · No Obligation · No Pressure