Testimonials

Read What Our Clients Have to Say

Note: These are the views of a select group of insurance clients about our insurance products or services. Their views may not be representative of the views of other clients and are not intended to be indicative of future performance or success.

TESTIMONIAL

When I set out on my lengthy Internet search for a new life insurance policy for my husband, I was lucky enough to find Tai Lopez and his Web site What I didn't realize was just how lucky I got by clicking on their link.

Tai called within 30 minutes of me entering my data on their Web site That was the first plus in his column – he beat everyone else to the punch. And the plusses only continued to add up. We talked for about 45 minutes, discussing the process, with Tai asking lots of questions to determine exactly what our needs were in our house, what our objective was in buying life insurance, not at all him trying to cram something down our throats that we didn't need.

Tai also was very patient and professional in answering all of my numerous questions as I am a methodical shopper who needs to know what all the options are in order to determine what I think is best for myself.

When it was all said and done, every step of the process was exactly as Tai said it would be, from the application, exam, review and final acceptance of the policy. His company kept in constant communication, so I always knew where we were in the application process. Now, we have a 10 year term policy that is more than double the coverage of our old policy and we will save $1,000.

Bonnie Pettus
South Carolina
bonniepettus21@yahoo.com

TESTIMONIAL

I had been researching term life insurance for sometime and found Tai Lopez's Web site while searching on the internet. I responded to his internet site and 15 minutes later he called me and we discussed various options that were available to me. Tai was very knowledgeable and helpful in helping decide what coverage options best suited my family's needs. A week later he had mailed me the application that we had discussed and his office was very helpful in moving the process forward. Whenever I had any questions and needed to reach Tai by phone or email he responded very quickly and answered any questions that I had. After having worked in the insurance industry for almost 20 years I really appreciated Tai's hands on approach and commitment to customer service. I would not hesitate to recommend Tai and Legacy Life Group to all of my family and friends.

Chris Moore
Virginia
c999M@yahoo.com

TESTIMONIAL

We obtained our initial life policies from another broker blind, with limited education approximately 2 years ago. One of us stopped smoking so we wanted to get some new quotes in an attempt for a better rate, more coverage, and to discuss a financial plan. We called our agent out and he never followed-up. We started a search to find another agent and a financial planner. We met with several high profile planners. They all provided 30 minute worthless consultations and then presented their big contractual fee –which was extremely out of the budget. We started an internet search for (1) reason to become educated about the types of life insurance and financial products available to determine our needs. There's a lot of information out there, but none as specific and FREE as the info provided by The Legacy Life Group, Inc. I encourage everyone whether you work with them or not to utilize the online resources to assist in determining which type of life policy is the best fit for your family. Don't be skeptical because they are internet based; they walk you through the entire process and they have more resources then any local agent could buy, simply because this is a brokerage – meaning no biases. The goal is to satisfy YOU! The site provides a detailed explanation on the types of policies, various lifestyle examples, and even a flow-chart directing you to the best type of policy for your circumstances. From there you still have the opportunity to review your decision with an assigned advisor for further options and input – you haven't spent a dime yet! This is amazing, any other financial/life group would charge you by the hour before doing any of this. We personally worked with Nha-Van Nghe. He was patient, knowledgeable, and thorough in every endeavor. We were always clear on our options and no stone was left unturned. We referred our mother and father and they now have policies as well and can vouch for the same experience. Also we have triple the coverage and the premium is remarkably less. We intend to work with them on our financial plan as well.

This company holds the standard for service "What you see on the site is truly what you get: 100% satisfaction!"

Eric and Tomeka Thomas
Buford, GA
tomekaerict@bellsouth.net

TESTIMONIAL

Thank you for all your advice, your Web site is excellent and it truly gives a person very clear and honest information on life insurance. The information helped us make the best choice for my husband and I. I recommend this Web site to anyone who wants excellent information on life insurance.

Margie
margaret-ruiz@sbcglobal.net

TESTIMONIAL

Tai,

My name is Rob Trevino and am a Life Producer in the state of Michigan. I found your Web site in my research and have read a couple of your articles on 'Term or Cash Value' and '12 Secrets to Buying Life Ins'. I have also spoken your associate Brian Marshburn earlier this morning who was very courteous and knowledgeable on the topic of Life Insurance.

To start I should say that I am impressed with what I have read thus far. Not everyone would be willing to be as forthcoming with the information you have provided in just these articles I have read so far. To have someone cut thru the hype and sales pitch and offer straight talk is an asset.

Sincerely,

Robert Trevino
Michigan
email: R2REVI@GMAIL.COM

TESTIMONIAL

I was researching life insurance online and came upon the Legacy Life Group Web site The site was filled with a lot of life insurance information. I figured it could not hurt to talk to them and see what they offered so I completed the information form and Tai call me on the preferred day and time I indicated on the form. I felt very comfortable talking to Tai about our life insurance needs. Other life insurance brokers/agents I had spoken with gave me "pressure advice" - ie "you really should get this type of insurance". Tai just explained all the life insurance options he had available, and offered advice when I asked him specifics about the different types of insurance. No pressure, just explanations. Tai empowered my husband and I to make the right decision for us regarding our life insurance. I will definitely tell my family and friends about Tai and the Legacy Life Group.

Christine Battle-Ellington
San Leandro, CA
cjellington@hotmail.com

TESTIMONIAL

From: Palmer, Victoria

Sent: Monday, June 13, 2005 2:57 PM

To: 'Tai Lopez'

Subject: RE: Victoria, Life insurance policy

"I did the usual Internet search to comparison shop for life insurance and thought I had an excellent deal from AIG for 10-year term insurance. I filled out the application I received, passed the health exam with flying colors and was rated in the best category. Should receive the best rates for life insurance, right? Wrong! I am a civilian employee working for the federal government. Several weeks after I had submitted the application for life insurance to AIG, I received a promotion for a job overseas. At some point I made the "mistake" of mentioning to AIG that I would be relocating; but no one said anything to indicate that moving would impact the policy in any way. When I finally received a phone call that the application for insurance was approved and the final documents were being sent for my signature, I leaned the policy premium WAS DOUBLED! Apparently, moving overseas to relatively rural and quiet Europe is considered high risk compared to living in the metro D.C. area and I went from the best risk category to standard. Very annoyed at what I considered a real bait-and-switch, I wanted to find out if this sort of thing is standard practice in the insurance industry. I came across Tai's site, sent in the email request for a phone review, and heard back from Tai the next day. He was very helpful and provided lots of good information, but I never felt pressured to purchase a product. He was able to quickly find me a company that was willing to provide the life insurance product I was looking for; the company had no issue with the fact that I was moving overseas and the policy premium was actually less than the original quote. Knowing I was departing the country, Tai worked quickly to make things happen; his great customer service even extended overseas, when he had the final documents sent here for signature. It's great to finally have peace of mind that I have life insurance in place to protect my family, and I have Tai Lopez to thank for helping to make that happen. I certainly recommend him to anyone looking for an insurance broker-you don't lose anything by requesting the phone review, and you may gain some great insight and information."

Victoria A. Palmer

Heidelberg, Germany

vapalmer@cox.net

TESTIMONIAL

Dear Tai,

I was looking around the internet a few weeks back to try and gather some information about pros and cons on Term and "Cash Value" insurance policies, mainly because I have started a new job with Liberty National Life. I got down to Mistake #6 and read this:

"Life insurance companies in the last century realized that instead of marketing to consumers they could just hire an over abundance of agents, train them quickly (since it's pretty easy to get a life insurance license), and get them to call on all their friends and family..."

I really think this is where this company is taking me. I have just recently got my insurance license and started working with this company. However, I know that our rates are really high and I don't think I can work for this company much longer. I feel shady in trying to sell people things that I personally would not be willing to buy, given the information that I know... You seem to be doing what I want to do if I were to stay in the Insurance business. You are seeking to truly help your clients and that is what I want to do as well. Thank you very much for your time.

Sincerely,

Ron Brown

rd.brown@hotmail.com

TESTIMONIAL

-----Original Message-----
From: Stacy [mailto:roserae@cox.net]
Sent: Thursday, March 24, 2005 1:04 AM
To: Tai Lopez
Subject: Re: Life insurance quotes

"Tai Lopez was such a help to me and my husband when we were buying life insurance. We had actually started the process with brokers in our local area, but due to some unusual circumstances we weren't sure if our brokers were being completely honest with us. We found The Legacy Life Group Web site and got in touch with Mr. Lopez.

Mr. Lopez went above and beyond to help us, making several conference calls to the insurance company and looking up rates and comparisons with what our brokers were saying. He made us feel 100 % better about our life insurance decisions. He never pressured us or tried to sell us anything.

Due to Mr. Lopez's efforts we had the confidence to move forward with our local broker. He advised us on what to look for in a broker and helped determine if our brokers were being honest. (they were) No, we did not use Mr. Lopez as our insurance broker. The circumstances led us in another direction.

But without his help, I think we would be questioning whether we purchased the right policy from the right company for the right price. In fact, had he been anything but honest we may have dropped our current brokers and went with his company. But his priority was helping us, not making the sale. We appreciate that and highly recommend him to anyone looking for an insurance broker."

Stacy Painter
Tulsa, Oklahoma
roserae@cox.net

TESTIMONIAL

Dear Tai,

Thanks again for your help! I appreciate that you took the time to email, call, and provide multiple quotes without even knowing if you would get my business. Other agents, unlike you, sell only one line of life insurance and still would not provide a quote or any advice unless we scheduled an "in person" visit.

It was invaluable that you advised that certain well-known companies are better suited for whole life rather than term, and that I needed to carry a larger policy for my wife than most agents advised. After a little thought, that makes perfect sense.

Potential customers on your site should realize that not only do you give excellent advice, but it is key that you can shop many, many different companies for the best prices for your customers. Your system is similar to mortgage brokers who can offer multiple quotes. I found an excellent mortgage rate this way several years ago without ever meeting my broker.

Kindest regards,

Rob

St. Petersburg, FL

TESTIMONIAL

I did not know anything about life insurance or how to buy it. I did some searching on the internet and saw lots of sites advertising "great rates", but they did not seem credible. When I saw the site for the Legacy Life Group I was impressed with the depth and breadth of information they provided--they helped me think through HOW to buy insurance. Based on this information I emailed them.

They replied very quickly and put me in tough with one of their knowledgeable and friendly advisors. I was very impressed with his expertise, but also his working style and integrity. I felt comfortable working with him. He helped me understand life insurance and the process for buying it, answered all of my questions, and managed the entire process--selecting potential companies, coordinating paperwork, everything. He and his colleagues did a great job of keeping me updated as we went through the steps.

I now have a policy that makes sense for me and for my family, and I really feel like I got a good one. Thanks to the Legacy Life Group team for providing a truly great service for me. Without their help this would have been a very long, complicated, painful process, but they made it smooth and easy for me!

Scott, Cupertino CA

TESTIMONIAL

"I spoke with my Mom this afternoon and suggested that she consider using your financial planning expertise in managing her assets, given our relationship and trust in you. In brief, she is all for the idea and is looking forward to meeting you. I sense that she will be very much relieved to have your help."

TESTIMONIAL

"Thanks for the advice, it was catalyst for getting me to set up some financial processes that I've known for quite awhile I've needed to do, but never have."

TESTIMONIAL

"Thanks for taking the time to go over my finances and providing me with great feedback to maximize my savings and protect my family."

TESTIMONIAL

"Could you send us the e-mail contact for the person to send to in acknowledgment of your excellent help? We will be in touch and I will certainly recommend your services to anyone who needs help..."

TESTIMONIAL

"This is the last of rollovers that must occur to close the estate. Whew... Thanks again for your guidance, insight and support. I am clearly regaining my footing as well as clarity for the present and what the future can bring. I feel fortunate that in addition to sound and solid guidance you provide; I also so enjoy your company! What a deal! I know this is a very good thing, you coming into my life."

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