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Midwest Legacy Group LLC

“Building Legacies One Relationship At A Time.”

Building Strong Relationships An Overview Guide for Individuals


Longevity We are committed to helping you meet your financial needs: protection for your family or business, products to help provide retirement income, and the confidence of knowing you will be better prepared for the future. Midwest Legacy Group was founded in 2010 as a boutique concierge insurance group for Executives, Professional Athletes, Physicians, Business Owners and Entrepreneurs. We bring over 100 years of client combined experience with the top carriers in risk management and investment services. We are poised to walk hand in hand with our clients into the future. Our job is to help protect your long-term interests. That means having the discipline to resist mere trends and hold true to our course, while adapting our strengths to meet evolving needs. We bring that perspective to our decision making process, so that whatever the future may hold,we can look you in the eye and assure you that doing business with Midwest Legacy remains a sound decision.


You are unique. Your circumstances, responsibilities and goals for tomorrow dictate insurance and investment strategies particular to you. Recognizing and utilizing the various options available to you takes extensive knowledge, insight, and -- above all -- the active interest and continued attention of a dedicated and concerned professional.


Service A tradition of excellence in financial service Our objective is to help you protect your livelihood from certain risks in a complex and constantly changing world. We offer products and services to help you achieve what is important to you.

We begin with a thorough assessment of your present personal insurance situation so you can see where you stand. We listen for a thorough understanding of exactly what your objectives are for you, your family and your business. Only then do we begin to design an insurance strategy specifically for you.

Successful people are often simply too busy to coordinate their insurance strategies. Their insurance, investments and asset allocation, estate planning, college education funding, and retirement funding often are handled by a variety of financial services professionals who work independently. We offer a team of professionals who can help you.

Our goal is to help you to achieve your financial objective. To that end, we pledge our knowledge, our resources and our dedication to integrity in all we do.


A Midwest Legacy Financial Services Professional can help you with many of your financial needs. It is important to note that financial services professionals are only able to provide certain services, such as financial planning services, if they are licensed to do so. A Midwest Legacy financial services professional will work with other financial services professionals, when necessary, to help you reach your financial goals.

Objective An objective approach to problem solving

Each of us has different personal financial needs. Yet we share one goal: to make informed financial decisions. To help you get there, we follow a needs-based approach.

Critical to our needs-based approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you to achieve your goals. To that end, we use a four step process to help you solve your personal insurance problems:

Analyze

Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and insurance objectives. We then analyze your insurance portfolio to identify any gaps that may exist, to see if it will meet your current and future needs.

Recommend

We will provide you with suggestions to fill in the gaps or to help you reach your objectives more efficiently.

Implement

If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services.

Review

Because your insurance situation is bound to change, we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.


Quality Building… preserving… protecting wealth

We work closely with you to understand your unique goals, and help you work through the obstacles that may stand in the way of building your financial future.

Financial Resource Analysis

● Life, Disability Income & Long Term Care Insurance Needs

● Analysis of Savings and Investments ● Retirement Income Needs ● Budgeting and Cash Flow Study

Your Retirement

● Fixed and Variable Annuities ● Retirement Needs Analysis ● Tailored Retirement Plans

College Funding Products & Services

● College Costs Analysis ● Investment Alternatives ● Insurance Alternatives

Investment Products

● Mutual Funds ● Unit Investment Trusts ● Variable Annuities ● Securities Brokerage Services


Security A spectrum of custom designed financial products and services

In today’s complex business environment our analysis, experience and carefully crafted strategies can help bring security for business owners, managers and employees.

Estate Analysis

● Hypothetical Probate Analysis ● Tax Reduction Strategies ● Charitable Giving

Business Continuation Planning

● Funding Option Analysis ● Buy-Sell Strategies ● Family Business Succession Planning ● Key Person Insurance

Executive Fringe Benefits

● Executive Bonus Plans ● Split Dollar Insurance ● Deferred Compensation Funding ● Salary Continuation Plans ● Non-Qualified Executive Fringe Benefits

Employee Benefit Products & Services

● Pension, Profit Sharing and 401(k) Plans ● Payroll Deduction Plans


Results Building your financial future one step at a time

We manage financial complexity and provide

financial solutions with our only goal being to

help you obtain your desired results.

Immediate Needs

● For Protection ● To Insure Against Potential Losses ● Life Insurance ● Disability Income Insurance

Long-Term Needs

● College Funding ● Legacy Planning ● Long Term Care ● Retirement ● Wealth Accumulation ● Wealth Transfer ● Annuities ● Life Insurance ● Long Term Care Insurance


“Life today is complex. We’d all like some

help with the details so that we have more time

to actually enjoy our lives”

Relationships Our business is built on long term relationships with our clients

Long term relationships are based upon mutual understanding. We are committed to understanding our clients and fully appreciating what is truly important to them, their families and their businesses.

Successful relationships most often involve both company and client working towards a mutually agreed upon vision or goal. Our goal is to understand our clients’ goals and to create and implement solutions that will help those clients meet or exceed their financial objectives.

In today’s rapidly changing world even the best strategies need to be reviewed. Our job is to work with our clients on an ongoing basis to review and help optimize their strategies, so their goals can unfold as they envisioned.

The best relationships are built on caring. Our commitment is to show our caring through service that goes “above and beyond”. Life today is complex. We’d all like some help with the details so that we have more time to actually enjoy our lives. We are dedicated to helping our clients with prompt, clear answers and quality service.


Our Commitment Midwest Legacy Group provides products and services to help meet the financial needs of individual and business clients, including life insurance, disability income insurance, long term care insurance, annuities, retirement/401(k) plan services, executive benefits, and trust services.

The financial solutions we offer help protect you, your family and businesses against life’s greatest risks. And our commitment to people extends beyond our business model and out into the communities where we operate.

At Midwest Legacy, the signs of our good decisions are very clear.

Midwest Legacy Group, LLC

4355 Weaver Parkway Suite 150 Warrenville, Illinois 60555-4032 Tel:(312)532-2257 [email protected] www.MidwestLegacyGroup.com


“Building Legacies One Relationship At A Time.”

Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Midwest Legacy Group is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered

Investment Advisor. Neither One America Securities, Midwest Legacy Group, nor their representatives provide tax or legal advice. For

answers to specific questions and before making any decisions, please consult a qualified tax attorney or tax advisor.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.

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