A BYRD® company
A legacy,
not a burden.
A family's hardest week should not be spent guessing. Byrd Financial keeps The Legacy Kit™ free, so affairs get put in order long before they must be, and places coverage plainly when it helps.
Who we are
The BYRD family of ventures
BYRD is a family of ventures that uses technology to help people. The Legacy Kit™ is built and maintained by Byrd Innovation. Byrd Financial keeps it free, and keeps trusted experts a phone call away, because technology can organize, but only a licensed person can advise. "Made with ❤️ by BYRD®" is a description of how this works, not a slogan.
Why we built this
The need we saw first-hand
Too many people reach the end of a life with no one to help them get their affairs in order, and their families pay the price in confusion, cost, and grief: the scramble, the unknowns, the decisions nobody prepared for.
Its founder spent years close to end-of-life care and saw the need first-hand. The Legacy Kit™ was built to ease that burden: free, quiet, with a licensed person one phone call away.
Credentials
On the record
- Byrd Financial LLC is a BYRD® company.
- Led by Mickie Byrd, licensed Texas life agent: license #3519112, NPN #22277248, verifiable with the Texas Department of Insurance.
- Licensed Texas agents serve families across the state, each with their own door; Brook Roberson's is at thelegacykit.com/meet/brook.
Where coverage is placed
Coverage is placed with established carriers, most shown with their published A.M. Best financial-strength ratings as credentials, never ranked or steered toward one choice.
- National Life Group Life & annuities
- American Amicable Final expense & whole life
- F&G Annuities & life
- American Equity Fixed indexed annuities
- 1895 Kansas City Life Traditional life
- ◇ Ethos Underwritten by its partner carriers
A.M. Best financial-strength ratings are shown as published at our last verification and can change; confirm today's at ambest.com.
What you get
Peace of mind, in plain terms
Affairs in order. Papers your family can find. Wishes written down, and the costs at the end of a life already answered. The Legacy Kit™ does that work: the plan takes about fifteen quiet minutes, it is free, and it stays on your device.
The costs themselves have several good answers: savings set aside, a family agreement, benefits a person may already qualify for, prepaid arrangements, or coverage. The Kit lays them out side by side; a licensed agent helps weigh them when asked; and if a policy is ever bought, the insurer pays us, and the Kit stays free either way.
- Only a licensed human ever recommends; nothing is ranked or pre-selected for you.
- Free means free. The Legacy Kit and the plan it produces cost nothing, whether or not coverage is ever bought.
- Your plan stays on your device and we keep no copy; what you do share with us is encrypted, never sold, and used only with your consent.
You open The Legacy Kit, you spend fifteen quiet minutes, and you leave with your Legacy Plan.
Free, no account, and your plan stays on your device
Contact
Talk to a licensed agent
Call 844-BYRD-FIN and a licensed Texas agent will help, whatever the question. No one calls you unless you ask.