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VIP MEMBERSHIP PROGRAM

 

What is the VIP Membership Program?

For our existing Legacy clients, we are now able to provide you with some very important services on a complimentary basis.

Complimentary Tax Preparation and Filing: Through our network of CPA's and a special arrangement with some of the senior preparers at H & R Block, we can now assist you with the preparation and filing of your taxes! Also, since your taxes are prepared and filed by a senior preparer at H & R Block, you receive all of their guarantees and audit protection.

Complimentary Legal Services: Through our affiliation with many of the top estate planning and probate attorneys in the area we will continue to offer trust and will preparation, updates and reviews free of charge to our existing clients.

Competitive Medicare Supplement Plans: We have made arrangements with Western Penn Marketing, one of the nation's largest wholesalers of Medicare Supplements and Medicare Advantage plans. Supplemental Insurance is used to fill the "gaps" in your pre-existing Medicare Part A and Part B policy. These covered "gaps" include prescription drug coverage (generic and brand name,) extended long-term hospital visits, and excess charges. The first 10 people who call in for a competitive quote and ask for Tyler will receive a free lunch courtesy of Legacy Financial.

Please contact Tyler Jorgensen to answer any of your questions regarding Medicare Supplement Plans and to start your application process today!