Why Choose OceanRise Legacy?
Empowering Your Legacy with People + AI
OceanRise Legacy Group LLC is a nationwide life insurance and financial services provider licensed in all 50 U.S. states, including Texas, California, Florida, New York, Illinois, Georgia, New Jersey, and Pennsylvania. Our integrated approach combines life insurance, wills, trusts, annuities, and small business support to ensure comprehensive, gap-free financial planning. With decades of collective experience, our licensed professionals stay up to date on the latest products and regulatory changes. At OceanRise, we leverage a digital-first platform while maintaining a strong human connection—offering online account management, virtual consultations, and personal guidance at every step. We serve individuals and families across all life stages—from students and new parents to entrepreneurs and retirees—delivering customized solutions that align with your goals. With clear, transparent pricing and no hidden fees, OceanRise Legacy Group LLC is your trusted partner for building wealth, protecting loved ones, and securing your legacy.
Integrated Life Planning
One Hub, Total Support
From life insurance and living benefits to wills, trusts, retirement strategies, and annuities—your entire plan under one umbrella.
Trusted Experts
Decades of Experience
Our licensed professionals are trained in the latest regulations, AI-assisted platforms, and evolving financial products to guide you at every stage.
Digital First, Human Always
AI-enhanced Convenience + Real Guidance
Zoom consultations, digital signatures, 24/7 access to your plan—and still just one call away from a trusted advisor.
Inclusive for Every Life Stage
New parents, growing families, entrepreneurs, retirees, and caregivers—we tailor flexible plans to fit your lifestyle, career, and future goals.
No Hidden Fees, Ever
Transparent Pricing with AI Clarity
Know your options, rates, and benefits upfront. We use AI to scan, compare, and present the most relevant plans—clearly.