Evergreen Legacy
Tax-advantaged life insurance and annuity strategies, guided by licensed professionals.
An independent marketing organization working with third-party carriers. Education first, balanced disclosure always.
Prefer to learn first? Join the free webinar.
How we work
Three commitments before any application
Education first
Plain-language explanations of how indexed universal life and annuities actually work — including costs, limits, and trade-offs.
Licensed professionals
Strategies are designed and serviced by licensed agents, with products issued and underwritten by third-party carriers.
Balanced disclosure
Every recommendation comes with the other side: what the product cannot do, what it costs, and what to ask before applying.
Strategies
Two families of products, one standard of care
We focus on indexed universal life for protection with cash-value flexibility, and fixed indexed or multi-year guaranteed annuities for retirement income planning.
Indexed Universal Life
Permanent life insurance with index-linked crediting, tax-deferred cash value growth, and access through policy loans — alongside real costs and crediting limits you should understand first.
How IUL works →Annuities (FIA & MYGA)
Contract-based retirement income tools issued by insurance carriers — with surrender schedules, caps, and terms that deserve a careful read before you commit.
How annuities work →Find an Agent
A licensed professional, not a call center
Every Evergreen Legacy agent is independent, works across multiple carriers, and leads with the costs and limits — not the pitch. Meet them and choose who you work with.
Free webinar
An hour of education, no obligation
Understand the mechanics, costs, and honest trade-offs of tax-advantaged life insurance strategies — then decide if a conversation makes sense.