The Life Legacy Bundle consists of the The Ultimate Insurance Toolkit and the financial playbook How To Build The Legacy Your Family Deserves which will teach you the ins-and-outs of all life insurance products, best use case scenarios, how to leverage it and the secrets most agents aren't willing to tell you. The financial playbook was created to walk you through exactly how money works and how to make it work for you. It'll teach you everything from simple saving strategies to advanced investment principles. These two gifts are a powerful combo to have together on your side because it's not about how much money you make but how much you keep. Everybody wants to win the lottery, but only to spend it all away. If you never learn how money works then you'll never truly build a legacy or a wealthy lineage you can be proud of. Don't wait til the last minute, get the legacy bundle today!

Wealthy Lineage Financial Group is an Insurance group created by Insurance Broker Andrew Jauregui. He has built many partnerships with carriers both directly and indirectly and has made it his and his team's mission to assist families and individuals get a strong insight on financial information to improve their financial journey regardless of their scenarios. If you really want to build a strong foundation of financial knowledge and create your own custom legacy plan, Wealthy Lineage is the team for you.

"How To Build The Legacy Your Family Deserves" consists of strong foundational financial knowledge from beginner tactics to advanced principles. All the information gathered can be found with extensive searching, but Andrew has made it easy and put together this guide through everything he has learned from his journey, his connections and the experiences of others in order to give people a better insight on how money actually works and how to make it start working for them.

Everything we offer, many insurance companies can offer however what makes us different is the way we listen and solve our clients' problems. It is our mission and our pride and joy that we give more than ask. We coach, instruct, teach and provide so much financial information and make it as simple as possible instead of other firms that use complex terms that make it confusing for many clients to understand. To put it simply, many financial institutions will give you stacks of documents and tell you "sign here," whereas we will take the guesswork out and tell you exactly what each document is and let you decide if you want to move forward. We give you the tools and information and make you feel like family, because Andrew understands while we can't help and serve everyone, everyone just wants to belong and feel cared for.

Wealthy Lineage Financial Group primarily offers life insurance along with annuities for retirement and portfolio income.

No, Wealthy Lineage Financial Group is not a life insurance firm or carrier. We do not produce, create or sell our own financial insurance products. We do offer financial information and insight however all financial insurance and annuities products are provided by other Carriers. We are brokers, so we have access to different carriers to make sure every client faced with specific scenarios or complications can receive the best odds of approval in their application process with specific carriers that specialize in certain areas.

To apply for your own life insurance policy, you need to be legal adult age (18 yrs old). However, if you are a parent or legal guardian and you are wishing to get a life insurance policy for your younger child that can also be done.

There is no "one-size fits all" policy. You can have multiple different policies but depending on your goals and even your concerns, certain policies might make more sense for you than others. For example if you are young, you may want to consider a term policy because it's relatively inexpensive and offers the most amount of coverage however, after reading our guide and receiving information about other insurance products, some young individuals choose to opt for a whole life policy or IUL because it's permanent and the price doesn't increase overtime. Long story short, it depends on key factors that are vitally important to you, "Best for who, best for what, and best for when."

We've had many new clients who've never had life insurance before apply and get denied by some carriers but because of our broker status and connections, we've been able to get our clients approved with other carriers. While we can never guarantee approval, because of our connections and carrier network, we do like to offer the best odds possible for people getting approved even if they've been denied in the past, but it also depends on the reasons why they've been denied before. To get better understanding please schedule a call with our team.

Yes, life insurance pays out. All life insurance products have contingencies/rules specifically within the first 2 years of approval/ownership which is usually if you were to pass away either naturally, accidentally, or by self-harm carriers hold the right to investigate your passing to verify if the application answers you provided are true. For example, if you pass away due to smoking but on your application you noted that you're not a smoker the carrier may not provide the full face amount of your policy. Simply put, please don't lie on your applications but aside from that, they do pay out.

Life Insurance from work are referred to as "Group Life" Policies. These insurance policies are good but they typically only work if something were to happen to you during your shift at work. Once you retire, quit or are let go, the policy you once had with your employer also leaves you. The benefits offered through these policies are also not as profound as having your own. Most, if not all our policies come with living benefits, yet employer-provided life insurance often don't offer these benefits.

We have carriers that allow us to grant applications for people up to 89 years old. However, certain policies will be unavailable to you. For example, many people who are 70 or older may not be able to qualify for term policies anymore nor would it be affordable. The longer you wait, the more all of it can get pricier and even difficult to receive. Don't wait to find out, contact our team today to schedule your legacy builder consultation!