The Legacy Guardians, LLC

What Products or Services does your business provide?

The Legacy Guardians provides comprehensive coverage options to fit our clients’ needs, offering personal coverages for home, auto, life, health, and retirement, as well as small business packages tailored for your unique business.

What types of advertising are you currently doing, and what types of advertising have been most successful for you in the past?

I have had limited ad exposure thus far, but some paid facebook ads as well as google ads. I have also focused on community events and networking.

Are there any certifications, awards, or media recognition that your business has received?

Property and Casualty Insurance Licenses in Nebraska and Iowa
Life, Health, and Annuities Licenses in Nebraska, Iowa, and California

Tell us about your employees.

We are a family operated business. Nicole, the licensed agent and owner, has over 12 years of industry experience in insurance and financial services.

What is the story behind your business?

As a child, it was lemonade stands, ticket sales for in-home concerts, and babysitting – I was always looking for opportunities to build and run a business. As I grew, I learned that my heart was in helping others and I continued to seek opportunities where I could make a difference. Out of college, I helped run a busy insurance office providing exceptional service and coverage to clients of all ages and backgrounds with a wide product offering. My career lead me on to a successful decade in corporate customer service, training, leadership, and development for financial products where I worked with thousands of clients, financial advisors, and internal teammates. Although I was able to make a significant impact in my corporate role, I missed the opportunity to work directly with clients, building long-lasting relationships where I could make an even more substantial difference. I knew I had a greater purpose and could fulfill it by opening my own independent insurance agency in my hometown of Omaha, Nebraska. The skills that I had previously learned, along with intense industry training, studying, and developing, has helped prepare me for the privilege of owning The Legacy Guardians. I am beyond blessed to serve my community and help protect what matters most to each of my customers.

Tell a story about a great customer experience.

Everyone’s comfortability and experience with insurance and financial products is different. For some, it can be very overwhelming and complicated. I pride myself in simplifying the process, educating my clients on their coverages, and providing exceptional service along the way.

One client was very confused about her mortgage’s escrow process and was hesitant to switch insurance at first, even though it could save her thousands a year to do so. Not only did I verbally explain the process of cancelling the old policy and how the new one would be paid, but I helped her with cancellation letters, as well as a three-way call to the mortgage company to ensure she understood their specific process. Once the refund check came from her old carrier, she knew exactly what to do because of our pre-coaching conversation, but I gladly helped her along the way to put her at ease. She was very thankful to have my expert guidance and direction to streamline the process.

Explain why a customer should consider your business instead of going to a competitor.

At The Legacy Guardians we believe in the importance of the customer experience. We strive to create a unique and individually tailored experience for our customers based on their individual preferences. For example, we work to communicate the way you prefer, whether it be in person, over the phone, via email, or text, whenever possible. We are also pleased to offer a variety of highly rated carriers to find the best coverage at affordable rates. Save time and let us do the shopping for you!

What extra services do you offer that people might not know about?

We also offer budget consultation and strategy sessions. Whether you are working with your partner to manage your finances and get out of debt, stretching your fixed income in retirement, or helping your teenager build good habits, we can help! Reach out to us today to discuss a custom package that can fit your needs.