PROTECTION --ASSESSMENT--RELATIONSHIPS
Our Team
Life & Legacy Group, LLC brings together a team of highly skilled advisors and thoughtful leaders in the field of wealth management and business planning. Our individual, entrepreneurial and corporate clients all stand to benefit from the experience, knowledge and integrated solutions we bring to each engagement. We collaborate as a team to develop comprehensive strategies tailored to our clients’ dynamic needs. With years of experience and specializations in business and estate planning, risk management, group life insurance, and premium financing, we work together to implement a range of solutions designed to protect our clients’ wealth and improve financial outcomes.
What We Do
Protect Individuals and Businesses
Did you know that more than 50% of people do not have life insurance?
Our team can help protect your hard-earned assets. After discussing your financial objectives and goals, we can provide a personalized business or individual assessment of your insurance needs.
Assess Current and Future Needs
Life Insurance can wear many different hats:
Estate Planning
Business Succession Planning
Income Replacement
Long Term Care
Build Relationships
Every client has different insurance needs. We listen to their objectives and use various strategies to meet their goals. Client and agent referrals are 90% of our business.
Additional Services
Business Succession
Doing It the RIGHT Way
Business Succession
If you own a business, do you have a Buy/Sell Agreement?
If yes, when was the last time you reviewed it?
If you have a Buy/Sell Agreement, is it funded?
Premium Financing
Doing It the RIGHT Way
Business Succession
If there is a need for insurance, what are your options to pay the premium?
Doing It the RIGHT Way
Doing It the RIGHT Way
Doing It the RIGHT Way
What Happens After the Insurance Sale?
We are there for you to answer any questions or concerns you have. At least once a year, we will contact you to review your policy.
Who monitors a Premium Finance Loan?
We do!
Contact Us
Life & Legacy Group, LLC
1700 Park Street, Naperville, Illinois 60563, United States
(630) 778-8088 Libby@lifelegacygroupllc.com Jim@lifelegacygroupllc.com
Hours
Monday - Friday: 9am - 5pm
DR. Libby Grant
Additional Information
Libby established the Life & Legacy Group in 2008 after working in education and school management. She is a graduate of Northern Illinois University where she earned a Doctorate Degree in Education and a Bachelor Degree in Business Administration with a concentration in Economics. She also holds a Master's Degree in Teaching from National Louis University. Libby is a licensed Life Producer as well as a Registered Representative and Investment Advisor Representative with Kestra Financial, LLC, holding her Series 7: FINRA General Securities Representative, and Series 66: FINRA Uniform Combined Securities Agent & Investment Advisor State Law Exam licenses.
Jim McFarlane, JR
Additional Information
Jim has been in the life insurance business for over 35 years. His focus is on the design and insurance funding of personal, business succession planning, and estate planning needs. Drawing upon a variety of insurance products, he develops innovative solutions designed to meet clients’ financial needs and goals, protect clients from financial risk, and help them achieve financial security.
Jim specializes in high net worth clients who have attained the age of 40 and above. He has collaborated with strategic partners to place over $50,000,000 of target premiums over the last five years using various creative premium financing approaches. Through collaboration, Jim has established relationships with local, regional, national, and international banks to provide funding to retail clients for their life insurance needs. In addition to banking relationships, he has worked with private offices, law firms, accounting firms, charities, and high end advisors. Jim partners with client's advisors to leverage the leverage of the best tax tool available. His goal is to help families transfer their wealth to their loved ones and charities.
As chairperson, Jim’s expertise facilitated several committees for a major life insurance provider including their Executive Benefits, Marketing, Product Development, and Underwriting Committees. Recently, he has consulted for many major life insurance providers on specialty product development.