About Byrd Financial
The company behind
The Legacy Kit™.
Byrd Financial is a BYRD® company. We help families get their affairs in order, and feel settled about it.
When someone dies, the people who loved them are left with a stack of papers and a list of questions no one can answer. It happens to good families every day. Most of it can be written down first.
Care runs in the family of our founder, Mickie Byrd. His mother has spent more than twenty-five years as a nursing assistant, training staff in nursing homes and hospice, and he has helped her along the way. He has helped many families with end-of-life needs, and today he is a caregiver himself. He is an engineer too, over two decades of it, on everything from satellites to software, and he is still building.
So we built what those families needed, and we give it away. The Legacy Kit™ is free. And when a question needs a real person, one is a phone call away.
How we work
We start with what your family needs. Free articles and a free organizer help you get your papers in order. You never pay us for them.
When something needs a professional, we help you find the right one. That might be a lawyer for the will, a funeral director, or an insurance agent. When we do not hold that license ourselves, we connect you with an independent professional.
For insurance questions, the person who answers 844-BYRD-FIN is a licensed agent. If you ask, they can look at the same page with you. Only a licensed person ever recommends coverage, and no one calls you unless you ask.
The company and the people
- The company
- Byrd Financial Licensed · NPN #22292043
- Led by
- Mickie Byrd, founder and chief executive NPN #22277248
- Principal agent
- Brook Roberson Licensed in multiple states · myTLK.me/@brook
- Senior advisor
- Curlin Roberson Licensed in multiple states · NPN #22070901 · myTLK.me/@curlin
The insurance companies we work with
More than 80 insurance companies, including MassMutual, Mutual of Omaha, John Hancock, New York Life, Nationwide, Guardian, Lincoln National, Transamerica, and Protective.
Every company's financial-strength rating is published at ambest.com; we confirm a company's rating with you before any application.