Our Montgomery Family
Secure Legacy Insurance
At Secure Legacy, we believe your income should do more than pay bills, it should build wealth for generations to come. Founded by husband-and-wife duo Justin and Briana Evans, we specialize in Indexed Universal Life (IUL) policies and annuities designed to provide tax-free retirement income, market protection, and long-term legacy planning.
Our mission is to help families take control of their financial future by using life insurance as a tool for growth, not just protection. Whether you’re a high-income earner looking to protect your assets, a parent building a nest egg, or a professional preparing for retirement, we create customized strategies tailored to your unique goals.
Because we’re not tied to a single carrier, we can offer access to several A-rated companies to help you find the best possible plan. At Secure Legacy, it’s not just about insurance, it’s about freedom, peace of mind, and building something that lasts. Together, let’s design a plan that puts your family first, now and for generations to come.