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Welcome to Leadership Legacy

Rebecca Schriver learned many lessons about how to help people by sitting at their dinner tables and listening to their stories. As a licensed insurance agent, she was there to help people find the best Medicare solution for their needs.

But she soon learned that her clients had other questions. “When you sit with people in their homes, you become their confidant and advisor,” she says. “Clients started asking questions about long-term care and estate planning.”

Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Wealth Management
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Video Library

NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan