Chapter Members
Jason Doise, LUTCF
Legacy Wealth Partners
As an independent insurance advisor, I help educate and bring value to my clients in the areas of life, disability and long term care protection. I along with my business partner have access to many of the top A-rated companies. This allows us to represent our clients’ best interest and not the companies’. This also helps us provide families and business owners the best coverage for their situation. Everyone should answer these 4 questions about their insurance plan:
• How much insurance if any do I need?
• What kind of insurance is most appropriate and efficient?
• With what company should I secure the coverage?
• What changes need to be made to my plan in the future as life events occur?
If you don’t have someone helping you answer these 4 questions and providing the service you deserve, then we need to meet. Every solid financial plan is based on a strong foundation of protection in the areas of life, disability and long term care insurance.
Please, visit our website at www.legacywealthpartners.com or contact me by email at jasond@legacyco.com or phone (225-892-4183).

