A gold and teal phoenix rising over a mountain sunset with the RISE wordmark and the words Relationships, Integrity, Security, Empowerment

Rise Life and Legacy

Protect your family.
Rise into your legacy.

Mortgage protection and life insurance guidance built on relationships, not sales pitches. We take the time to understand your family, then help you find coverage that fits.

Get a Free Quote Join Our Team

Who we are

Four values. One promise.

Every conversation we have is guided by the four letters in our name. They are how we treat our clients, our agents, and each other.

  1. R

    Relationships

    We start by listening. You are a family with a story, not a policy number, and we stay with you long after the paperwork is done.

  2. I

    Integrity

    Clear explanations, honest options, and no pressure. If something isn't right for you, we'll tell you.

  3. S

    Security

    Our goal is simple: help make sure the people you love can keep their home and their plans, no matter what life brings.

  4. E

    Empowerment

    We teach as we go, so you understand your choices. For our agents, we build leaders and real opportunity.

Our story

From the fire, something new rises.

Rise Life and Legacy grew out of the Stephens Agency. The mission never changed: protect families and the legacies they're building. What changed is how big we're dreaming.

Like the phoenix, we kept everything that mattered: the relationships, the work ethic, and the heart for service. Then we rose into something stronger, with a growing team and a brand built to last.

With gratitude,
Jenna Stephens

Watch the Stephens Agency rise into Rise Life and Legacy. (15 sec)
Jenna Stephens, Founder of Rise Life and Legacy

Meet Jenna Stephens, Founder of Rise Life and Legacy

Before insurance, I spent my career behind the wheel. I earned my Class A license, delivered beer in a semi truck, and then served the Puyallup School District as a school bus driver and driver trainer, getting kids where they needed to go safely every day and training other drivers to do the same.

In 2023 I stepped into the insurance industry to help support my family, but it quickly became so much more. I realized how few people know about life insurance and all the amazing things it can do for their families, and helping them understand it became my passion. I haven't looked back since.

I'm a proud mom of four amazing kids. When I'm not working, you'll find me taking my truck and trailer camping, hanging out with friends, or heading to the ocean or chasing snow in the mountains. I'm always up for a new adventure.

Giving back is at the heart of what we do. We proudly support local teams and their fundraisers, and we donate toys through local charities to help kids in need. We love giving back to our community and cheering on these kids.

When you work with me, you get a real person who genuinely cares and will always give you honest advice you can trust.

How we help

Coverage for every chapter

We work with you to compare options and find a plan that fits your family and budget. Availability and features vary by state and by individual.

Mortgage Protection

Coverage designed to help your family keep the house if something happens to you. Some plans also include living benefits.

Term Life Insurance

Affordable protection for the years your family depends on your income most, such as raising kids or paying off debt.

Whole Life Insurance

Permanent coverage that can last your whole life, with the potential to build cash value over time.

Final Expense

Smaller policies that help cover funeral costs and final bills, so your loved ones can grieve without a financial burden.

Retirement & IUL Strategies

Life insurance options, such as indexed universal life, that may help you plan for the future while protecting your family today.

Not sure where to start?

Most families aren't. A short, no-pressure conversation is the easiest first step.

Get a Free Quote

Free quote

Let's find your fit

A few quick questions so we can match you with the right coverage. It's free, and there's no obligation.

A real person follows up — not a call center.

1

Contact

How can Jenna reach you?

2

Demographics

A few basics so we can match the right options.

Height
Tobacco Use
3

Medical Conditions

Select all conditions that apply. Leave empty if none apply.

Cardiovascular

Cancer

Diabetes & Endocrine

Respiratory

Neurological

Mental Health

Digestive & Liver

Renal

Immune

Musculoskeletal

Mobility & ADL

Other

4

Background Questions

Answer YES if any of the following apply. All questions default to NO.

Question 1 of 9

Convicted of a felony or misdemeanor?

Includes probation, parole, or pending charges

Question 2 of 9

DUI, license suspension, or major driving violations?

Select each that applies and how recent

Question 3 of 9

History of alcohol or drug treatment?

Question 4 of 9

Uses marijuana?

Medical or recreational

Question 5 of 9

Currently receiving disability benefits?

SSI, SSDI, or military disability

Question 6 of 9

Hazardous hobbies?

Aviation, skydiving, scuba, racing, etc.

Question 7 of 9

Hazardous occupation?

Law enforcement, high-risk trades, etc.

Question 8 of 9

Active-duty military?

Including deployed or pending deployment

Question 9 of 9

Non-U.S. citizen?

Visa, green card, or non-resident

Your information is kept private and used only to prepare your quote.

Our carriers

Carriers we work with

  • SBLI

  • Banner Life · Beyond Term

  • American Amicable

  • Transamerica

  • Foresters Financial

  • Mutual of Omaha

  • Corebridge Financial

Carrier availability varies by state.

Join our team

Rise with us

We're growing and looking for driven, people-first individuals who want to help families and build something of their own. Experience is welcome but not required. We provide training and mentorship.

  • MentorshipLearn from leaders who've done it, every step of the way.
  • FlexibilityBuild your business around your life.
  • PurposeWork that genuinely protects families.
  • GrowthA clear path to grow into leadership.

Get to know Symmetry Financial Group

The official corporate overviews

Rise Life and Legacy is part of Symmetry Financial Group. These two official videos are a clear place to start — who Symmetry is, how the model works, and what you would be joining.

Get to Know Symmetry Financial Group (2024)

A short official overview of Symmetry’s culture, business model, and how agents build a career of their own.

Symmetry Financial Group Corporate Overview 2023

The official corporate overview from Symmetry’s leadership on the company’s history, tools, and opportunity for agents.

1

Tell us about you

To schedule your interview with Rise Life and Legacy, please fill out the form below.

Do you have a license?
Are you looking to work full time, part time, or spare time?
Are you a US citizen or do you hold an applicable work visa?
Have you ever been convicted of a felony?
Do you maintain a current US residence?
How Did You Hear About Us?
What Are You Most Interested In? (check all that apply)
Do you understand this position is commission-based, not salaried?

After you submit: if you qualify, you'll be able to book an interview with Jenna Stephens on this page. We also receive a copy of your application. If you need anything, reach us at jennastephens@riselifeandlegacy.com or (253) 384-8760.

2

Book your interview

This step unlocks after you submit your application. If you meet the requirements, you'll be able to pick a time to meet with Jenna Stephens here on this page.

Get in touch

We'd love to hear from you

Phone

(253) 384-8760

Email

jennastephens@riselifeandlegacy.com

Hours

Always open, 7 days a week