Services Designed Around Protection, Retirement Income Reviews & Legacy Conversations
Every review is designed around three priorities: Protect what you've built, prepare for the future, and preserve what matters most.
Professional Reviews
What do you want to accomplish today?
Beneficiary & Legacy Review  Â
60-minute virtual review
$78
✔ Everything in the Insurance Protection Review included.
✔ I want to make sure my beneficiaries are correct.
✔ I want to avoid costly beneficiary mistakes.
✔ I want to review my legacy plan.
✔ I want to make sure my policy still meets my family's needs.
✔ I want to leave a lasting legacy for my family.
Most Popular
Insurance Protection Review  Â
45-minute virtual review
$39
✔ I want to save money while keeping the right protection.
✔ I Need to make sure I'm not overpaying for life insurance.
✔ I Need to know if my policy protects my family.
✔ I want to identify any gaps in my current protection.
✔ I want an expert review of my existing policy.
Retirement Income  Review  Â
Comprehensive 90-minute review
$147
✔ Everything in the Beneficiary & Legacy Review included.
✔ I Need to know if I can retire with confidence.
✔ I want to create reliable lifetime retirement income.
✔ I Need to make sure my retirement savings will last.
✔ I want to determine if a fixed annuity is right for me.
✔ I Need a personalized retirement income plan.
       Our Commitment to You
✓ Personalized recommendations
✓ Honest, objective guidance
✓ No obligation to purchase insurance
✓ If you leave with unanswered questions, we'll continue working with you until you have the clarity you need.
Educational Insurance Planning Resources
Explore our carefully curated digital products and educational tools designed to help you organize, prepare, and protect your family's future through clear insurance orientation.
Self-Guided Resources
Review Included
Family Insurance & Beneficiary Planning Workbook
$139
Includes Personalized Protection Review
Protect your family's future with educational resources designed to help you organize your insurance, protect your beneficiaries, and make informed protection decisions.
✔ Everything in the Family Protection Organizer included.
✔ I want to organize my family's legacy.
✔ I want to make sure my beneficiaries are protected.
✔ I want personalized guidance for my family's protection.
✔ I want to leave my family organized, not overwhelmed.
Family Protection Organizer
$49
Includes Personalized Protection Review
Stop wondering if your family's protection plan is organized. This guided system helps you document life insurance coverage, verify beneficiary information, organize critical family records, identify potential protection gaps, and create a clear action plan for keeping important information up to date.
✔ I want to organize my family's insurance information.
✔ I want to keep all my policies in one place.
✔ I want to make sure my beneficiaries are up to date.
✔ I want to identify potential protection gaps.
✔ I want to be prepared if something happens to me.
Review Included
Business Owner Protection Blueprint
$218
Includes Personalized Protection Review & The Family PackageÂ
Designed for business owners who want to organize critical insurance records, ownership information, beneficiary documentation, key personnel contacts, and continuity resources in one centralized system. Includes business readiness assessments, protection-gap reviews, continuity scoring, annual review tools, and business continuity worksheets designed to improve preparedness and operational continuity.
✔ Everything in the Family Insurance & Beneficiary Planning Workbook included.
✔ I want to protect everything I've worked hard to build.
✔ I want to learn about key person insurance and business protection.
✔ I want to identify gaps in my business's insurance protection.
✔ I want to understand strategies to help protect my business and employees.
✔ I want educational guidance and personalized insurance recommendations.
Will & Trust Referrals
In addition to our core educational kits, we connect clients with trusted estate planning professionals for wills, trusts, and legacy planning solutions. These referrals provide families with greater financial protection, asset preservation, and peace of mind while creating additional revenue opportunities for our partners.
Veterans & Families
We are dedicated to providing special attention to those who served. Our veterans and their families receive discounted professional consultations on insurance protection and legacy reviews under our life insurance license. We focus on educational insights to help secure your family’s future and protect the legacy you’ve built.
Our pricing options are designed to meet varying levels of preparedness. Lower tiers focus on baseline organization and essential file preparation, while mid-tier options provide comprehensive family and small business organization tools. Our higher tiers offer in-depth, guided self-assessments for full-spectrum legacy planning. Please note that these digital products are educational, organizational, and information-gathering tools only. They do not constitute legal, tax, investment, or financial planning advice. All insurance-related services are provided under a professional life, accident & health insurance license. Educational materials only. Brothers Legacy Planning does not provide legal, tax, or investment advice. Information is for educational purposes and should not be considered a recommendation for any specific course of action.
Choose the Right Starting Point
Start where it makes the most sense for your goals and budget. Each review is designed to help identify potential gaps, uncover opportunities for improvement, and provide greater clarity regarding your insurance protection, retirement income, and beneficiary designations.
• Insurance Protection Review  $39
• Beneficiary & Legacy Review  $78
• Retirement Income Review    $147
• Small Business Owner Review $218
• Veteran Protection Review    $20
Looking for a Veteran Protection Review or Small Business Owner Review? Dedicated service pages are available for both.
Reserved for business owners seeking guidance on protecting their business, key relationships, and long-term objectives.
• Business continuity considerations
• Key person protection strategies
• Buy-sell funding considerations
• Business-owned life insurance solutions
• Beneficiary and legacy considerations
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Business Owners Only
Professional Referral Coordination
Without an up-to-date will or trust, loved ones may face unnecessary delays, expenses, and uncertainty when important decisions need to be made.
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Common reasons clients request a referral:
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No will or trust currently in place
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Recent marriage, divorce, or birth of a child
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Outdated estate planning documents
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Business ownership or succession concerns
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Desire to simplify the transfer of assets to beneficiaries
Referrals are provided as a convenience only. Brothers Legacy Planning does not provide legal advice. All legal services are provided independently by licensed attorneys.
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Beneficiary & Legacy Review
Review beneficiary designations and existing coverage to identify potential gaps, outdated elections, and opportunities to better align benefits with your intended beneficiaries. Existing policies may also be reviewed for potential coverage improvements and cost considerations.
Retirement Income Review
Review existing retirement income products and insurance-based solutions to identify potential gaps, income considerations, and opportunities to evaluate alternative insurance-based strategies that may better align with your retirement objectives. Existing coverage may also be reviewed for potential coverage improvements, policy efficiencies, and cost considerations.
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Who Benefits Most From a Protection Review?
✓ Parents with young children            ✓ Homeowners with a mortgage       ✓ Business owners
✓ Veterans transitioning to civilian life    ✓ Individuals approaching retirement  ✓ Anyone who hasn't reviewed
                                                                                            their coverage in the last 3-5 years
Life Insurance & Retirement Income Solutions
Life Insurance & IUL Reviews
Review existing coverage, identify gaps, and explore Indexed Universal Life strategies designed to provide protection and long-term cash value potential.
Annuities & Retirement Income
Explore fixed and indexed annuity strategies designed to help create reliable retirement income and protection from market volatility.