Legacy Insurance & Investment Group, LLC

Legacy Insurance & Investment Group, LLC Our goal is to provide families and business owners assistance with building their financial freedom.
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Operating as usual

LEGACY Insurance & Investment Group, LLC would like to wish everyone a HAPPY MEMORIAL DAY WEEKEND!  Let us honor our her...
05/24/2019
LEGACY Insurance & Investment Group, LLC would like to wish everyone a HAPPY MEMORIAL DAY WEEKEND! Let us honor our heroes and give thanks. We wish everyone a happy, safe, and peaceful holiday weekend.

LEGACY Insurance & Investment Group, LLC would like to wish everyone a HAPPY MEMORIAL DAY WEEKEND! Let us honor our heroes and give thanks. We wish everyone a happy, safe, and peaceful holiday weekend.

JOSE J. PEREZ, LUTCF LEGACY Insurance & Investment Group, LLC 11950 South Harlem Avenue, Suite 201-7 Palos Heights, IL 60463 Office 708.572.7181 Mobile 708.691.3197 Email ...

LEGACY Insurance & Investment Group, LLC wishes all the strong, beautiful, intelligent, kind, generous, hardworking, ded...
03/08/2019
LEGACY Insurance & Investment Group, LLC wishes all the strong, beautiful, intelligent, kind, generous, hardworking, dedicated women of the world a Happy International Women's Day! Enjoy your day!

LEGACY Insurance & Investment Group, LLC wishes all the strong, beautiful, intelligent, kind, generous, hardworking, dedicated women of the world a Happy International Women's Day! Enjoy your day!

JOSE J. PEREZ, LUTCF LEGACY Insurance & Investment Group, LLC 11950 South Harlem Avenue, Suite 201-7 Palos Heights, IL 60463 Office 708.572.7181 Mobile 708.691.3197 Email ...

02/22/2019
The M.U.G. Plan® from Illinois Mutual

Good afternoon and Happy Friday to all! Did you know 7 in 10 employed Americans say they would feel the financial pinch in a month or less without their paycheck? Please check out the video below on a plan that can be beneficial. It's called the M.U.G. plan. The M.U.G. plan is an insurance policy that will provide you income to pay your mortgage, utilities and groceries if you become sick or hurt and are unable to work. All we need to know is what you spend each month for those three expenses. Please give us a call today for more information 708-572-7181.

Think about how your life would be affected if you couldn’t work to earn your income. How would you pay your most basic monthly expenses, such as mortgage, u...

LEGACY Insurance & Investment Group, LLC wishes you a blessed & happy Dr. Martin Luther King, Jr. Day! How will you serv...
01/21/2019
LEGACY Insurance & Investment Group, LLC wishes you a blessed & happy Dr. Martin Luther King, Jr. Day! How will you serve and make a difference on this day?

LEGACY Insurance & Investment Group, LLC wishes you a blessed & happy Dr. Martin Luther King, Jr. Day! How will you serve and make a difference on this day?

JOSE J. PEREZ, LUTCF LEGACY Insurance & Investment Group, LLC 11950 South Harlem Avenue, Suite 201-7 Palos Heights, IL 60463 Office 708.572.7181 Mobile 708.691.3197 Email ...

01/14/2019
The M.U.G. Plan® from Illinois Mutual

Good morning! Please check out the video below. I need to show you the M.U.G. plan. The M.U.G. plan is an insurance policy that will provide you income to pay your mortgage, utilities and groceries if you become sick or hurt and are unable to work. All I need to know is what you spend each month for those three expenses. Please give me a call today 708-572-7181.

Think about how your life would be affected if you couldn’t work to earn your income. How would you pay your most basic monthly expenses, such as mortgage, u...

We would like to let you know about something that may give you peace of mind in the event of an unforeseen accident or ...
12/27/2018
Mortgage + Utilities + Groceries = The M.U.G. Plan

We would like to let you know about something that may give you peace of mind in the event of an unforeseen accident or disability. It's called the M.U.G. Plan from Illinois Mutual. It is a form of income protection through a disability insurance policy that could provide income to pay your mortgage, utilities and groceries if unfortunately you were to become sick, hurt or are unable to work. Check out the video below from one of our trusted partners regarding this plan. If you would like more information on how this plan can help give you peace of mind for you and your loved ones, contact Legacy, Insurance & Investment Group today at 708-572-7181 to have an informative discussion.

JOSE J. PEREZ, LUTCF LEGACY Insurance & Investment Group, LLC 11950 South Harlem Avenue, Suite 201-7 Palos Height, IL 60463 Office 708.572.7181 Mobile 708.691.3197 Email ...

Legacy Insurance & Investment Group, LLC in the Community
12/03/2018
Legacy Insurance & Investment Group, LLC in the Community

Legacy Insurance & Investment Group, LLC in the Community

We are very blessed to say that this Thanksgiving with the help of our valued and generous clients, Jose J. Perez and Legacy Insurance & Investment Group, LLC partnered with the Jesus Christ Food...

We are always THANKFUL for you.
11/23/2018
We are always THANKFUL for you.

We are always THANKFUL for you.

JOSE J. PEREZ, LUTCF LEGACY Insurance & Investment Group, LLC 11950 South Harlem Avenue, Suite 201-7 Palos Height, IL 60463 Office 708.572.7181 Mobile 708.691.3197 Email ...

Happy VETERANS Day to all who have served our country. Thank you, God Bless.
11/12/2018

Happy VETERANS Day to all who have served our country. Thank you, God Bless.

THE GREAT PROGRAM's 2018-2019 PRINCIPALS LUNCHEON
09/19/2018
THE GREAT PROGRAM's 2018-2019 PRINCIPALS LUNCHEON

THE GREAT PROGRAM's 2018-2019 PRINCIPALS LUNCHEON

On August 2, 2018, Jose J. Perez and Legacy Insurance & Investment Group hosted the GREAT Program's 2018-2019 Principals Luncheon at Lalo's Mexican Restaurant. This luncheon was held to show...

Women & Finances
09/19/2018
Women & Finances

Women & Finances

​ More and more women today are solely responsible for managing their own money. Did you know women in traditional relationships are likely to outlive their male counterparts? It may be a...

Its the 22 of July!! What do you have planned for National Parents Day?!
07/22/2018
National Celebration for all Our Parents out there!

Its the 22 of July!! What do you have planned for National Parents Day?!

JOSE J. PEREZ, LUTCF LEGACY Insurance & Investment Group, LLC 11950 South Harlem Avenue, Suite 201-7 Palos Height, IL 60463 Office 708.572.7181 Mobile 708.691.3197 Email ...

We had a great time at the NHAE gala this year! Legacy presented 2 scholarship winners this year! congrats to the winner...
07/12/2018
Legacy and NHAE Awarding the Aspiring Instructional Leader Scholarship!

We had a great time at the NHAE gala this year! Legacy presented 2 scholarship winners this year! congrats to the winners!

​Jose is proud to award a scholarship to Ken Cellar and Cynthia Juarez Bautista at the NHAE (Network of Hispanic Administrators in Education) gala on May 18, 2018.

Thank you Azuela Elementary for letting Legacy's GREAT Program be a part of your students success! We enjoy every minute...
07/06/2018
Pizza party and farewell to the 8th grade graduating class at Chicago Public Schools (Azuela)! Legacy's GREAT Program was honored to attend the Ceremony!

Thank you Azuela Elementary for letting Legacy's GREAT Program be a part of your students success! We enjoy every minute that we can share with these students.

Many thanks to Ms. Carmen Navarro, Principal of Azuela Elementary School, for helping Mr. Jose J. Perez, President of Legacy Insurance & Investment Group, LLC, in establishing the GREAT Program 2 1/2...

Legacy's GREAT Program celebrates with Scholarships and Pizza Parties! Thank you Chicago Public Schools (Sawyer) for let...
07/06/2018
Legacy's GREAT Program celebrates with Scholarships and Pizza Parties! Thank you Chicago Public Schools (Sawyer) for letting us be a part of the Celebration!

Legacy's GREAT Program celebrates with Scholarships and Pizza Parties! Thank you Chicago Public Schools (Sawyer) for letting us be a part of the Celebration!

​As another school year comes to an end so does another successful GREAT Program. Legacy held a pizza party with all of the students who attended the program. We also awarded the 8th grade...

Legacy's 2018 Spring Seminar
07/06/2018
Legacy's 2018 Spring Seminar

Legacy's 2018 Spring Seminar

​Thank you to those who came out to our May 23, 2018 Basics of Insurance & Retirement Planning Seminar at the Holiday Inn - Chicago Midway. Many current and potential clients attended the seminar...

According to this stats sheet, 150 million hot dogs are consumed by Americans on the Fourth of July! What other crazy st...
07/04/2018
CRAZY 4th of JULY Statistics! Enjoy!

According to this stats sheet, 150 million hot dogs are consumed by Americans on the Fourth of July! What other crazy statistics can you find?

​See below for some fun facts about the 4th of July. Have fun and be safe.

Happy Thanksgiving everyone! What are you all thankful for?
11/23/2017

Happy Thanksgiving everyone! What are you all thankful for?

Happy Veterans’ Day. Our partner Penn Mutual is partnered with The American College to form the Penn Mutual Center for V...
11/11/2017
Penn Mutual Center for Veterans Affairs

Happy Veterans’ Day. Our partner Penn Mutual is partnered with The American College to form the Penn Mutual Center for Veterans Affairs. The Center’s main purpose is to provide military scholarships for education in the financial services industry to veterans who served honorably in the armed forces. Learn more by clicking the link.
http://www2.pennmutual.com/content/public/about-pennmutual/giving-back/center-veterans-affairs.html

Early this year, The American College Penn Mutual Center for Veterans Affairs Reaches $1M Scholarship Milestone.Read more.

Happy Halloween everyone! Don’t let your loved ones fall into a scary situation. 85% of consumers agree that most people...
10/31/2017
The shocking statistics behind the life insurance coverage gap

Happy Halloween everyone! Don’t let your loved ones fall into a scary situation. 85% of consumers agree that most people need life insurance, yet there are roughly 38% who don’t have it. Call me to set up an appointment to talk about your life insurance options. -Jose J. Perez. http://www.thinkadvisor.com/2013/08/30/the-shocking-statistics-behind-the-life-insurance

Numbers don't lie: Most Americans are dangerously underinsured.

Address

11950 South Harlem Ave, Suite 201-7
Palos Heights, IL
60463

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
Saturday 08:00 - 17:00
Sunday 08:00 - 17:00

Telephone

(708) 572-7181

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