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Insurance Coverage Options

Your Coverage

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At Palmetto Legacy, we understand that your coverage matters. Our dedicated team is committed to offering services tailored to your unique circumstances. Whether you're starting new career or enjoying your retirement, our experienced brokers are passionate about safeguarding the assets you've worked so hard to achieve. Let us help you secure your future with confidence.

Our Services

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At Palmetto Legacy, we offer services to safeguard your future. Our services include final expense, mortgage protection, cash value insurance, ensuring your loved ones are cared for. We also focus on retirement planning, annuities, and Medicare enrollment as well as health insurance for both individuals and small businesses. Rely on us to assist you in making informed financial choices.

Client Support

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At Palmetto Legacy, our clients are top priority. Whether you're new to us or have been with us for decades, we are dedicated to providing with unwavering support and exceptional service. Your trust is essential to us, and we strive to meet your needs every step of the way. Thank you for being a valued part of our community.

Life Insurance

If someone in your household relies on your income, life insurance is a vital part of protecting their future. We insure our homes, vehicles, and even our pets—but too often, we overlook the importance of safeguarding our income. While some individuals may feel confident in self-insuring through personal assets, life insurance offers a cost-effective way to ensure your loved ones are financially supported without depleting hard-earned savings. It’s about using smart planning to protect what matters most.

Retirement Planning

Planning for retirement is a crucial step that everyone should take, and the best time start is today. Waiting until the last moment can lead to stress and uncertainty about your financial future By beginning your planning now, you can take advantage of compound interest and make informed decisions about your savings and investments. Don’t wait for retirement to up on you; take control of your future and ensure you can enjoy your golden years with peace of mind.

Medicare Enrollment

This fall, make your Medicare decisions with confidence. At Palmetto Legacy and Health Advisors, we specialize in Medicare Advantage plans and proudly represent every major carrier authorized in South Carolina. Whether you're new to Medicare or reviewing your current coverage, our licensed advisors in Greenville, SC offer clear, personalized guidance to help you find the plan that fits your health needs and budget.

Appointments fill quickly during enrollment season—schedule yours today and experience the people-first approach to Medicare.

Health Insurance

Are you an entrepreneur or business owner preparing for the upcoming health insurance enrollment period? Don't leave your coverage to chance! Book an appointment with us to review your health options and ensure you have the best tailored to your needs. Let’s work together to secure the health coverage you deserve!

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