Empowering Your Financial Future Through Education
At Vitalis Life & Legacy, we believe the most powerful financial decisions begin with knowledge. That’s why our approach centers around financial education. Whether you're planning for retirement, protecting your loved ones with life insurance, or wanting to build your wealth, our mission is to help you understand your options clearly and confidently.
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We specialize in retirement planning strategies and life insurance solutions designed to grow and protect your wealth over time. With personalized support and easy-to-understand guidance, we’re here to help you build a legacy—one informed choice at a time.
Trinity Sanchez - Independent Broker
Financial Education First
At Vitalis Life & Legacy, we believe that informed decisions lead to better financial outcomes. Our primary mission is to empower you with the knowledge you need to secure your financial future.
Why Financial Education Matters
Many Americans lack the financial literacy needed to make sound decisions about their money, insurance, and retirement planning. We're committed to changing that.
Understand complex financial products and make informed choices
Learn strategies to protect and grow wealth over time
Gain confidence in your financial decision-making
Our Commitment
We're dedicated to providing clear, unbiased information that helps you navigate the complex world of financial products and services.
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Our education-first approach ensures you understand all your options before making any decisions about your financial future.
Educational Workshops
Join our free workshops covering essential financial topics from retirement planning to wealth protection.
Financial Review
Personalized financial education sessions tailored to your specific situation and goals.
Educational Resources
Access our library of guides, articles, and videos on key finance concepts and strategies
Online Webinars
Join our online webinars where we discuss financial strategies and answer your questions.
Our Education-First Approach
We believe that everyone deserves to understand their financial options before making important decisions. That's why we prioritize education in everything we do.
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Whether you're planning for retirement, looking to protect your family with life insurance, or exploring ways to grow your wealth, we start by ensuring you have the knowledge to make confident choices.
My Professional Certifications
Trinity Sanchez is a licensed life insurance agent authorized in multiple states, specializing in life insurance and retirement planning. Her focus is on providing transparent, education-based guidance tailored to each client’s needs.
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National Producer Number (NPN): 21597175
Click "View Here" to review the state license documents.
Bachelor of Business Administration in Finance
Tennessee State Life License
Texas State Life License
Anti-Money Laundering Certification
Our Financial Services
Comprehensive solutions tailored to your unique needs and goals.
Financial Education
Empower yourself with knowledge through our educational resources and workshops on financial planning.
Webinars
One-on-One Coaching
Educational Resources
Learn More >
Life Insurance
Protect your loved ones' financial future with customized life insurance policies to provide security and peace of mind.
Whole & Term Life Insurance
Final Expense Life Insurance
Universal Life Insurance
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Annuities
Secure your retirement with annuities that provide steady income streams and tax advantages for your future.
Fixed Annuities
Variable Annuities
Indexed Annuities
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Rollovers
Expert guidance for rolling over retirement accounts to maximize benefits and minimize tax implications.
401(k) Rollovers
IRA Transfers
Pension Rollovers
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Indexed Universal Life
Combine life insurance protection with cash value growth potential linked to market performance, with downside protection.
Death Benefit Protection
Cash Value Growth
Tax Advantages
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Financial Review
Personalized guidance to help you make informed decisions about your financial future and achieve your goals.
Retirement Planning
Income Strategies
Estate Planning
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About Vitalis Life & Legacy
At Vitalis Life & Legacy, we believe in empowering individuals and families to build secure financial futures through personalized insurance and financial solutions.
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Our mission is to provide honest guidance, exceptional service, and access to a wide range of carriers and products that best fit your unique needs and goals.
Personalized Approach
Tailored solutions based on your specific situation and goals.
Multiple Carriers
Access to numerous top-rated insurance providers.
Educational Focus
Empowering clients with knowledge to make informed decisions.
Client-First Approach
Your best interests are always our top priority.
What Our Clients Say
Hear from individuals and families who have secured their financial futures with Vitalis Life & Legacy.
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Kevin D.
"Trinity was incredibly helpful and made the whole process simple and stress-free. She answered all my questions clearly and helped me understand options I didn't even know existed. I appreciate how thorough and honest she was—definitely someone you can trust when it comes to your financial goals."
BB
Beth B.
"Working with Trinity has been a game changer for our family's financial future. She broke things down in a way that was easy to understand and helped us feel confident in the steps we were taking—whether it was protection, saving, or planning for retirement. She's knowledgeable, patient, and truly cares about helping families succeed. Highly recommend!"
LD
Larry D.
"What stood out to me was how honest Trinity was. She looked over what I already had in place and told me what was working—and what could be improved. It didn't feel like a sales pitch, just real, helpful guidance. I left with more clarity and a stronger plan moving forward."
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Schedule Your Consultation
Ready to secure your financial future? Book a no-obligation consultation to discuss your
needs and goals.
Our Process
1
Initial Consultation
We'll discuss your current situation, goals, and concerns.
2
Personalized Analysis
We'll analyze your needs and research the best options for you.
3
Recommendations & Implementation
We'll present tailored solutions and help you implement them.
4
Ongoing Support
We'll provide continued service and regular reviews of your plan.
