ABOUT
Putting Members First
Legacy Planning and Solutions, LLC is a firm dedicated to protecting the financial future and dignity of families, by offering our clients the best solutions to their insurance needs. We work with you to determine what the appropriate approach is then implement with quality insurance products to make sure your wishes are met, such as Pre-Need and Advanced Planning, Final Expenses, Couples Insurance, or Family Insurance.
Realizing the importance of communities, we established Legacy Planning and Solutions in 2012, to not only protect families, but so that we can partner with funeral homes and cemeteries to offer Community Event Coordination, Funeral Home Marketing, as well as ongoing training and development for our Partnered Funeral Homes and Agents. Also referral partners for Asset Protection through Trusts, Medicare Advantage and Supplements, and Travel Plans
With over 70 years of combined experience in the financial services Industry Our professionals are here for you and your family.
Our Owners
Randy Clemens, LUTCF, CSA
Owner
With 40 years in the financial services industry, I have served successfully in many positions. I began my career as an Agent then progressed through the ranks of Sales Manager and District Manager. Multiple awards and sales conferences were earned all while representing my company and customers with high standards and ethics.
In 1995, I was promoted to Director and AVP of Training and Development and held that position until forming Legacy Planning and Solutions, LLC in 2012. As a result of the positions held, I have vast experience and industry training in all areas of Leadership, Training and Development, Sales and Customer Service.----
Jason Simmons, LUTCF CPC
Owner
Noreen Clemens, LUTCF
Owner
My high standards, ethics and vast experience in financial services, strengthen my abilities to help individuals and families protect the futures of those that they love and care about. , listening and evaluating their needs, concerns, wants, and budget to offer Pre-Needs and Advance Planning, Insurance to cover Final Expenses, Family Insurance, and Couples Insurance
I have successfully held positions as Agent, Sales Manager, Special Project Manager, District Manager and AVP of Training and Development Where I qualified for many company awards, honors and conferences. The Skills, knowledge and success I achieved in all these positions give me the foundation to provide the best service possible to clients, as well as the skills and resources necessary for Agent Training and Development, and Successful Event Coordination
In 2012, Legacy Planning and Solutions, LLC was formed where I am a co-owner. Legacy Planning and Solutions, LLC is a firm dedicated to protecting the financial future and dignity of families
I began my career in the financial services Industry in 2001. While representing my company and customers with high standards and ethics, I earned multiple awards and sales conferences and quickly progressed through the ranks from Agent to Sales Manager and then Branch/District Manager by offering the Products that best suited their needs of , Family Insurance, Couples Insurance, Pre-Needs, and Final Expenses to name a few
I joined the Sales Support Training Department, in 2009 and became Senior Field Trainer in 2010, where my focus turned to event coordinating, centered around, agent training and development.
In 2016, I joined Legacy Planning and Solutions with great enthusiasm and excitement for the opportunity to bring the success, knowledge and experience I have had to communicate, and recruit agents on a level that raises the agent and the company to a higher level of success. Keeping with the Company’s Core Values and Mission Statement, Legacy Planning and Solutions, LLC is a firm dedicated to protecting the financial future and dignity of families.----