Marcy Predmore

About Marcy Predmore

In the ever-changing landscape of financial strategies, Marcy Predmore stands out as the Owner and Senior Partner at Life & Legacy Concepts. With a profound belief that hope is not a financial strategy, Marcy has dedicated her career to redefining legacy creation. At Life & Legacy Concepts, they go beyond conventional approaches, creating a financial picture that serves as a strong foundation for generations to come. Marcy is on a mission to disrupt the dis-EASE in the financial system, emphasizing that understanding how your money works is key. Her mantra,\"It\'s not what you make, it\'s how much you keep,\" underscores the importance of a simple cash flow system. This system helps individuals comprehend the basics of money, its history, usage, saving, spending, and investment. Life & Legacy Concepts, under Marcy\'s leadership, guides people in creating velocity with their money, ensuring that they not only keep more but also optimize taxation and secure their legacy. The firm\'s roadmap and tools are built on three core principles: Control of Your Money: Marcy and her team teach individuals how to be in control of their finances, empowering them to make informed decisions. Access to Your Money: Life & Legacy Concepts goes beyond traditional banking, helping clients create their own financial institution. Through taxation, investing, saving, and creating velocity, clients can access and utilize their money more effectively. Changing Thinking Around Money: Marcy advocates for a paradigm shift in thinking about money. By changing perspectives and embracing prosperity thinking, individuals can expand opportunities, experiences, and create a positive impact on their lives and the lives of future generations. Marcy\'s personal journey adds depth to her expertise. Raised in Estes Park, Colorado, she faced challenges as a single mother but turned them into opportunities. Starting with a beauty shop, she later ventured into the insurance industry, where she discovered the Infinite Banking Concept in 2014. This concept became the cornerstone of her success, leading her to mentorship and ultimately reshaping her career path. Life & Legacy Concepts is not just a business; it\'s a family legacy. Marcy collaborates with her daughter-in-law, Erin, to lead a financial revolution. As passionate educators, they guide clients not only in financial matters but also in understanding the intricacies of the Infinite Banking model.

Experience

1. Senior Partner

   Life & Legacy Concepts

   Jul 2016 — Present

   At Life & Legacy Concepts, we\'re not just about managing finances; we\'re about transforming lives. Our mission is to empower individuals to unleash the full potential of their wealth, ensuring they not only retain more money but also optimize taxes and secure a lasting legacy. We\'re built on three core principles that set us apart: taking control of your finances, unlocking unprecedented access to your resources, and sparking a revolution in how you think about money. Imagine being in command of your financial destiny, creating your own financial institution, and embracing a mindset of prosperity that opens doors to endless possibilities. At Life & Legacy Concepts, we\'re here to guide you on this exhilarating journey towards financial freedom and fulfillment.

Skills

• Life Insurance
• Small Business
• Cold Calling
• Umbrella Insurance
• Insurance Brokerage
• Term Life Insurance
• Long-Term Care
• Customer Retention
• Renters
• Property & Casualty Insurance
• Critical Illness
• Benefits Administration
• Retirement Planning
• Accident
• Strategic Planning
• Group Medical
• Account Management
• General Insurance
• Iras
• Cafeteria Plans
• Fixed Annuities
• Professional Liability
• Universal Life
• Insurance
• Customer Service
• Claim
• Health Insurance
• Legal Liability
• Homeowners
• Public Speaking
• Whole Life
• Liability
• Surety Bonds
• Voluntary Employee Benefits
• Sales
• Retirement
• Underwriting
• Health Savings Accounts
• Disability Insurance
• Commercial Insurance