Welcome to Legacy Assurance Limited

Cashflow Consulting Goal Many Plan Solutions Success

How It's Done

We hold our client relationship as a sacred trust between our companies.  We work very hard assisting clients with their business endeavors to assure all their documentation complies and meets the underwriting requirements in form and content to achieve a positive result for their funding request.  Our goal is to be sure their documentation package provides the positive conclusion by the underwriter for successfully funding their financial requirements.  One of the biggest items that helps set the stage immediately is for prospective clients to already get a copy of their Experian Business Credit Report www.experian.com/small-business/business-reports.jsp 

Legacy Assurance Limited assists Decision Makers of Corporations, Commercial Real Estate Principals Churches and other executives seeking assistance in one or more of the following areas:

Commercial Finance Debt & Equity:
  1. Construction
  2. Refinance
  3. Acquisitions
  4. Min $ 3,000,000 thru Mega Size Projects U S and Canada

Angel Investors Equity only: Minimum $ 250,000 - $ 30,000,000


Equipment Leasing or Financing     $100,000 - $ 50,000,000  New & Used Equipment Expedited  turn around on application processing.  High approval rates on submitted applications.

* Leasing provides up to 100% financing

* Allows lines of credit to remain free for other uses, Payments are fixed and unaffected by changes in the economy

* Include training and service to ensure equipment is productive immediately, Protection from technological obsolescence,  Structured to meet company tax and budget objectives

Managing General Agency
  1. Life and Health Insurance
  2. Partially Self Funded Employee Benefits
  3. LIFE INSURANCE SETTLEMENT POLICY PORTFOLIOS

How can we help

Commercial Finance Division

We will be assisting clients with Commercial Real Estate Properties obtain Financing for their Acquisitions, Refinancing and Construction projects.  We offer conventional, bridge, and hard money debt, and in some cases equity participation for commercial properties including:  Hospitality, multifamily, office, retail, assisted / senior living facilities, storage units, and other commercial property types on a case by case basis for qualifying clients. Rates are competitive.


Commercial Finance Debt and Equity:

Construction, Refinance, & Acquisitions

$ 3,000,000 - Mega Size Projects                                                              


Equipment Leasing or Financing

$100,000 - $ 50,000,000 

New & Used Equipment Expedited  turn around on application processing.  High approval rates on submitted applications.  

We offer leasing and financing of equipment to entities ranging from the local family store and school district to the Fortune 500 corporation.

We provide leasing and financing for a wide range of equipment including health and fitness, material handling equipment, compactors and balers, computers and peripherals, software, telecommunications and diagnostic equipment.

With an extensive background in financial services — both equipment leasing and commercial banking, our affiliated Leasing Company has over 75 years of combined industry experience.


Angel Investors:

Equity Only                                                                 $ 250,000 - $ 30,000,000

Startups and business expansion seeking equity capital for 1-3 years and have an exit strategy in place for Investors.


Managing General Agency

Life Insurance

Partially Self Funded Employee Benefits

 

LIFE INSURANCE SETTLEMENT POLICIES

Legacy Assurance Limited has contracted with a national firm who can procure for our Clients Life Settlement Insurance Policies that can be utilized as Client Collateral adding financial strength to their commercial Loan applications or as an enhancement to their Financial Statements.   Life Settlement Insurance Policies are a cash asset on their balance sheet.