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A Partner in Legacy Assurance
ATHLEGACY AND COOL SPRINGS FINANCIAL ARE DEDICATED TO PROVIDING SECURITY TO YOU, YOUR FAMILY, AND YOUR BUSINESS BY CREATING FINANCIAL STRATEGIES WITH UNPARALLED BENEFITS.
MEET THE FOUNDERS
ANTHONY TOLLIVER
CO-FOUNDER
Anthony is a 13 year NBA veteran who served for 8 years on the
Executive Committee for the NBPA. With over 15 years plus experience as an entrepreneur, he has always strived to utilize his skill set and unique experiences to the benefit of athletes.
Athlegacy is just the beginning. He is a devoted family man who has been happily married for 12 years and is the proud parent of 4 amazing children.
Anthony Tolliver
KEITH BEGGS
CO-FOUNDER
Keith is the Co-Founder of Athlegacy. He also serves as the Managing Director of Houston for Cool Springs Financial.
Keith has been in the insurance and financial services business for 17 years. Never being satisfied with the status quo, Keith prides himself on finding innovative solutions to meet his clients needs. Keith has been married to his wonderful wife Kristina for over 10 years and they have two amazing kids Kai and Kinsley.
Keith Beggs
Strategic Life Insurance Solutions That Go Beyond The Basic Payout.
YOU WANT THIS:
Comprehensive Asset Protection - Secure not only your future but also your legacy, ensuring your wealth and assets are protected against unforeseen circumstances.
Tax Efficiency - Minimize tax liabilities and maximize the benefits to your heirs with strategically structured life insurance policies.
Wealth Enhancement - Use life insurance as a tool not just for risk management, but also as a means to enhance your financial portfolio.
Liquidity at Critical Times - Ensure quick access to funds for your family and business during critical times without disrupting your investment strategy.
BUT YOU´RE DEALING WITH:
Limited Time - Managing a busy professional and personal life, leaving little time to focus on comprehensive financial planning.
Complex Financial Situations - Navigating the intricate details of high-value estates and investments that require sophisticated management.
Risk Exposure - Having substantial assets tied up in businesses or volatile investments that need adequate protection.
Market Volatility - Experiencing fluctuations that can affect asset value and long-term planning objectives.
HOW IT WORKS
Healthy client obtains an Athlegacy approved policy.
An individual, business, trust, or LLC owns the policy.
The bank lends the premium at a low borrowing cost.
Owner pays interest and/or post shortfall/gap collateral.
Policy cash value grows faster than the loan balance.
Tax free loans available typically between years 12 and 15.
At death, the policy pays off all loans and provides additional funds for the beneficiary.
WHY IT WORKS
INSURED
BANK
INSURANCE COMPANIES
BUSINESSES
EVERY PARTY INVOLVED VIEWS THIS TRANSACTION AS A WIN.
NEXT STEPS
Athlegacy and Cool Springs Financial are committed to enhancing the security of you, your family, and your business by developing financial strategies that offer unmatched benefits.
If you're considering securing Premium Finance life insurance with Athlegacy, the first step is to complete a qualifying questionnaire. This initial step gathers essential information about your health, lifestyle, and financial status to determine your eligibility and the best coverage options suited to your needs.
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Once you've submitted your questionnaire, the next step is to review a sample illustration. This illustration provides a detailed breakdown of how your potential policy might perform over time, including premium costs, cash value growth, and death benefit amounts. Reviewing this document allows you to see potential outcomes and make informed decisions about your life insurance strategy.
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