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The Founders Story
The Lake Legacy Group
The Lake Legacy Group is an insurance agency founded by Robert N. Lake, LPO, who spent most of his career as a licensed orthotic/prosthetic clinician in his family-owned O&P practice, OrthoWorks Inc., and Cranial Scientific Inc., in New York, NY. Due to a debilitating back disorder, Robert had to leave his clinical practice and founded The Lake Legacy Group to provide Americans with life insurance to cover final expenses, protect families from loss of income, to protect the mortgage on their home, and to provide tax free retirement income to seniors during their golden years. They specialize in policies that provide protection with living benefits to protect Americans who develop a chronic, critical, or terminal illness, such as a stroke, heart attack, cancer, kidney failure, Alzheimer's, and dementia, during their lifetime.
The Lake Legacy Group is dedicated to helping clients protect their estate and their loved ones' peace of mind and financial security in the face of life's uncertainties. They work with a wide range of clients, individuals, and families, as well as multiple A-rated insurance carriers to provide personalized solutions tailored to their specific requirements. The Lake Legacy Group places a strong emphasis on transparency, honesty, and integrity in everything they do, maintaining the highest standards of professionalism and ethics while putting their clients' interests first.
The Lake Legacy Group provides Term Life, Whole Life, IULs (Index Universal Life) insurance products, and Fixed Index Annuities to suit the needs and goals of Americans of all ages.
The team of experienced insurance professionals at The Lake Legacy Group is dedicated to helping clients navigate the complex world of insurance, providing expert guidance and support every step of the way. They take the time to listen to their clients' concerns, understand their goals, and develop customized solutions that meet their unique needs. The company is committed to providing the highest level of service and support and is constantly expanding its offerings to meet the evolving needs of its clients.
Services
Our Purpose:
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We're here to make it easy for you to plan for final expenses. Our goal is to provide compassionate and personalized service that takes the stress out of the process. We want to help you create a plan you can comfortably afford and ensures your final expenses are taken care of, and that your loved ones are protected from financial burden in the future.
Our Experience:
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Our team of experts is dedicated to finding the best plan for your unique needs, and we work with only the top-rated carriers in the industry. You can trust us to provide affordable, comprehensive final expense solutions that give you peace of mind.
Our Service:
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We believe in providing exceptional customer service to every client we work with. We're here to answer your questions and provide timely and accurate information. Our team is committed to your satisfaction, and we'll do everything we can to make the planning process as smooth as possible.