Faith-centered life insurance and final expense planning — with built-in giving, complimentary legacy planning, and an advisor who shares your values.
You don't need to purchase a policy to get started. Legacy Safeguard membership is complimentary — available to every Orthodox family, and to their non-Orthodox family members too.
Join today, document your wishes, and sponsor friends and family members so they have the same peace of mind — Orthodox or not. When the time comes, your family will have everything they need — and nothing will be left uncertain.
Helps you document important information and share significant memories and values with loved ones.
At the time of need, caring Advisors are on call to help guide your family through the planning process.
Assists you in locating specialized estate and elder law attorneys practicing in your area who can help guide you through the Estate Planning process.
Legacy Safeguard Advisors can assist the survivors in a wide range of services including grief counseling support.
"Most families have never written down their final wishes. A Legacy Safeguard membership changes that — and when you join, you can sponsor friends and family members so they have the same peace of mind."
For Families of Every Background
Many Orthodox families include non-Orthodox spouses, children, and relatives. Legacy Safeguard is available to all of them — because final wishes matter regardless of faith tradition.
We believe the Orthodox faithful deserve financial security that reflects their values — protection for the family, provision for the parish, and a legacy rooted in love and generosity.
Whether you're a lifelong member of an Antiochian, Greek, OCA, or Russian Orthodox parish — or a non-Orthodox family member who wants to honor your loved one's faith — we'll find a solution that serves you and your community.
Affordable coverage that ensures a dignified Orthodox burial — removing financial burden from your family at the most difficult time.
Multiple pathways to ensure your policy gives back — to your parish, your diocese, or the Orthodox charities closest to your heart.
Document your final wishes now, share with family, and know that when the time comes, nothing will be left uncertain or undone.
Fixed indexed annuities and IUL strategies that protect savings from market volatility and create income you cannot outlive.
Purpose-built solutions for the Orthodox family — simple, transparent, and advisor-guided across 35+ top-rated carriers.
Guaranteed and simplified-issue policies with no medical exam required. Covers funeral costs, burial fees, and end-of-life expenses — protecting your family when they need it most.
No Medical Exam OptionsAffordable protection for families at every stage of life. Name your parish, monastery, or Orthodox charity as a beneficiary — or divide the benefit between your family and the Church.
Term · All StatesPermanent protection with guaranteed cash value growth. Select policies include built-in charitable giving provisions that benefit your chosen charity at no additional cost.
Select Carriers — Suitability Review RequiredMarket-linked cash value growth with a floor of zero. Select permanent life insurance policies include a Charitable Matching Gift Death Benefit Rider — identified during your suitability review.
Select Carriers — Permanent PoliciesProtect retirement savings from market downturns while growing tax-deferred. Ideal for IRA rollovers, CD replacements, and creating income you cannot outlive.
Top-Rated Carriers — Suitability Review RequiredComplimentary membership available to every family — with or without a policy. Document Orthodox rite preferences, share access with loved ones, and rest in peace.
Free Membership · No Policy RequiredMost insurance is a transaction. Here, giving is built into the structure — through your policy, through your carrier, and through how we run our practice.
Any life insurance policy can list your Orthodox parish, monastery, mission, or charity as a primary or contingent beneficiary. This is available everywhere, with any carrier.
Select carriers we work with include built-in charitable giving provisions on qualifying policies — paying an additional benefit to your chosen charity, at no cost to you, without reducing your family's death benefit.
As a practice rooted in the Orthodox community, we are committed to serving the faithful with integrity — placing your family's needs above all else, and giving back to the community we serve.
Complimentary membership — available to every family, policy or not. Members can sponsor friends and non-Orthodox family members. No other agent offers this as an open community service.
"Give, and it will be given to you: good measure, pressed down, shaken together, and running over will be put into your bosom. For with the same measure that you use, it will be measured back to you."
Luke 6:38"Orthodox Christians give generously. We believe the businesses that serve them should do the same."
As a practice rooted in the Orthodox community, we are committed to serving the faithful with integrity — placing your family's needs above all else, and giving back to the community we serve.
We believe that financial protection and generosity are not separate pursuits — they are expressions of the same faith. When you protect your family, you strengthen your parish. When you plan your legacy, you honor those who come after you.
We work directly with parishes, priests, and stewardship committees to help educate the faithful about final expense planning, life insurance, and the giving provisions available to them.
We offer parish education in several formats — a recorded presentation your parish can share anytime, a live Zoom session with your stewardship committee, or printed materials for your bulletin. In-person presentations may be available depending on location. Everything is provided at no cost to your parish.
Orthodox charities we are proud to support and recommend:
International Orthodox Christian Charities (IOCC) · Orthodox Christian Mission Center (OCMC) · Orthodox Christian Prison Ministry (OCPM) · Local parishes and missions · Orthodox monasteries
Free membership — no policy required. Document your final wishes and share access with family. This is where most families begin.
When you're ready, a brief no-pressure call to understand your family's situation, goals, and faith community.
We shop 35+ carriers and present the most suitable options — clearly explained, no jargon, with giving provisions identified.
Coverage in force. Wishes documented. Parish protected. Your family knows exactly what to do — and so does your Church.
Document your final wishes, then sponsor family and friends — Orthodox or not — so they have the same peace of mind. When the time comes, nothing will be left uncertain.
Complete the Membership FormScroll up to the Legacy Safeguard section to complete your free enrollment. No policy purchase required.
A complimentary, no-pressure consultation — we'll listen, explain your options, and find coverage that reflects your values.