Djali Black | Retirement Specialist | Spokane | Kootenai | Bonner | Benewah | Pend Oreille | Nez Perce | Clearwater | Boundray | Shashone

Legacy Insurance & Financial Services

Legacy is a reputable agency of experienced insurance professionals specializing in serving individuals who are in or approaching retirement. With a firm ethical commitment to our clients, we focus on providing tailored recommendations aimed at enhancing their financial security. Our expertise is centered around offering strategic improvements in five key areas of retirement planning.


Djali Black | Retirement Specialist | Spokane | Kootenai | Bonner | Benewah | Pend Oreille | Nez Perce | Clearwater | Boundray | Shashone

1. Medicare

It can be complex, which is why we dedicate significant effort to educating our clients. We ensure they fully understand the key elements necessary to make informed decisions about their healthcare options.

Djali Black | Retirement Specialist | Spokane | Kootenai | Bonner | Benewah | Pend Oreille | Nez Perce | Clearwater | Boundray | Shashone

2. Financial Security

We assist our clients in safeguarding their financial assets by enrolling them in programs designed to generate gains, eliminate the risk of losses, and ensure a lifetime of guaranteed income. Our focus is on providing safety, security, and dependable guarantees for your financial future!

Djali Black | Retirement Specialist | Spokane | Kootenai | Bonner | Benewah | Pend Oreille | Nez Perce | Clearwater | Boundray | Shashone

3. Accelerated Debt Elimination

We are not a consumer credit counseling service, nor do we refinance debt. Instead, we help clients fully eliminate their debt using specialized insurance products. Our approach shows clients how to pay off all their debt— including their mortgage— in less than 9 years on average, without increasing their current spending.

Djali Black | Retirement Specialist | Spokane | Kootenai | Bonner | Benewah | Pend Oreille | Nez Perce | Clearwater | Boundray | Shashone

4. Long-Term Care

Using insurance to cover some or all of the costs of long-term care not only ensures continued freedom of choice in your healthcare decisions but also provides an added layer of protection for your assets. This approach helps safeguard your financial security while giving you peace of mind, knowing that your future care needs are covered.

Djali Black | Retirement Specialist | Spokane | Kootenai | Bonner | Benewah | Pend Oreille | Nez Perce | Clearwater | Boundray | Shashone

5. Life Insurance

Whether your goal is to leave a lasting legacy or simply cover final expenses, we offer a variety of outstanding options from highly-rated, trusted insurance companies with a long history of reliability.

Djali Black | Retirement Specialist | Spokane | Kootenai | Bonner | Benewah | Pend Oreille | Nez Perce | Clearwater | Boundray | Shashone



Our Approach



Initial Consultation
We start by listening to your needs, goals, and current insurance coverage to understand where you stand. This allows us to recommend the best Medicare and retirement insurance options suited for your specific situation.

Education & Guidance
Insurance can be complex, but we believe in empowering our clients with the knowledge they need to make informed decisions. We explain your options in simple, understandable terms—so you can feel confident in your choices.

Customized Recommendations
After evaluating your needs, we will provide personalized insurance recommendations that align with your goals and budget. We offer a variety of options, ensuring you get the coverage you need at the best possible price.

Ongoing Support
Your needs may change over time, and so may insurance plans. We provide ongoing support to review and adjust your coverage as needed, ensuring you're always on track with your retirement and healthcare goals.



Start Planning Your Retirement

Ready to take the next step in securing your financial future and healthcare needs? Contact us today for a free consultation, and let Djali help guide you through your Medicare and retirement insurance options.

Address


Legacy Insurance & Financial Services
2310 N Molter Road Suit 204
Liberty Lake, WA 99019