We Deliver Peace of Mind

For Small to Mid-Size Business Owners
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We Take Care of the Future

So you can focus on the present
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We Help You Stand Out

With Exceptional Employee Benefits
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Gateway Legacy Insurance Services

We are a boutique insurance brokerage firm. Our services are tailored for small to mid-sized businesses and high-net-worth individuals.

We partner with you or your team to create and implement custom solutions.

Our goal is to help you protect your business or personal estate and preserve your legacy for the next generation.
About Us

Business Owners

Protect your business by implementing succession planning, providing executive benefits, and obtaining coverage for accidents, lawsuits, and damages.

Foreign Nationals

Protect your financial interest at home and abroad. Individuals who frequently travel and have significant economic ties to the United States may require life insurance. It can assist in meeting personal, business, retirement, and wealth transfer objectives.

 

High Net Worth Individuals

Protect your loved ones with a comprehensive estate plan by using gift and trust strategies, asset protection, and solutions that allow you to preserve and transfer wealth.

Improve Retention

Stand Out from the Crowd

Now more than ever, employees expect more from their employers. Employees are looking for flexibility, work that aligns with their goals, and ensuring compensation and benefits that match their values.

We can help you offer your top employees executive benefits, including supplemental retirement income, that incentivize loyalty.
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Increase Protection

Gain Peace of Mind

…protect the business from financial hardship due to the death of the business owner or key employee.

…by preserving your current income, your retirement income, your estate and your legacy. Plus, plan for your own long-term care.

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Create Strategic Plans

Preserve Global Assets

Foreign nationals often face unique challenges. Your assets may be subject to transfer taxes, income taxes, and in some cases international taxes.

We can assist you in putting together a strategy that protects your wealth (and any businesses you may own) and preserves it for future generations.
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“Legacy is not what I did for myself. It’s what I’m doing for the next generation.”
Vitor Belfort

About Us

Our Services

Our expertise lies in the details. Our custom solutions are tailored to fit your particular business and the unique needs of your estate. We offer:

Business Planning

Executive Benefits, Key Person Life and Disability Insurance, Buy-Sell and Business Transfer Strategies, Estate Equalization

Estate Planning

Gifting and Trust Strategies, Estate Tax Liquidity Planning, Wealth Transfer

Charitable Planning

Direct and Indirect Gifting Using Life Insurance

Foreign National Insurance Planning

International Life Insurance Protection and Wealth Transfer

Premium Financing

Insurance Loan Strategies

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Our Process

Just Four Steps

You know your business or estate. We know how to protect it. How about we work together?

Step 1: Needs Analysis

Set up a confidential meeting or call to discuss your specific needs.

Step 2: Customization

We evaluate what you currently have in place and provide a customized plan just for you.

Step 3: Implementation

We work with you and/or your team to implement the strategies that we’ve designed for your estate or business.

Step 4: Ongoing Review

We provide ongoing review and maintenance to ensure the strategies are still working for you.

Step 1: Needs Analysis

Set up a confidential meeting or call to discuss your specific needs.

Step 2: Customization

We evaluate what you currently have in place and provide a customized plan just for you.

Step 3: Implementation

We work with you and/or your team to implement the strategies that we've designed for your estate or business.

Step 4: Ongoing Review

We provide ongoing review and maintenance to ensure the strategies are still working for you.