Jordan founder of Legacy West Insurance And Financial Services decided to become licensed after seeing firsthand how important life insurance truly is. He was told a story about a young college student who was an only child to a single mother. Suddenly, the mother passed away and there was no life insurance. The poor guy was forced to drop out of school and go right to work to pay off the debt and expenses. Being an only child to a single mother himself, he very much connected with the story. He realized then that there are a lot of other people out there in the same situation and knew then he had had found a purpose.
Jordan’s passion for retirement planning comes from years of working for employers who did not offer any form of retirement savings options. He would always find himself worrying about how he was going to live out his later years. He then discovered a way to begin investing now and accumulate enough cash to create a guaranteed tax free income stream for lifetime. Jordan’s number one goal is to give his clients that peace of mind in knowing that no matter how long they live, they will never outlive their money and will truly be able to enjoy their retirement years as intended.
Jordan’s personal story with Long Term Care Planning comes from being very close to his grandmother. In her later years, she required full time around the clock care totaling a very large amount per month. He then realized that the reason 95% of individuals caring for elderly or sick loved ones was a direct result of not having the proper coverage in place. Jordan then decided to become an advocate for the loved ones who are forced to become caregivers to their sick or elderly relatives.
Jordan’s main objective is to make sure that when and if the surprises of life happen, his client’s insurance and financial needs are solid and secure.
Burbank, CA 91501
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