Who is Cornerstone Legacy Partners ?
Cornerstone Legacy Partners is a nationwide insurance consulting firm headquartered in Fort Wayne, Indiana.
Our mission is to: Preserve and Protect Wealth, Assets & Legacies with the absolute best solutions available.
We specialize in: Asset-Based Long-Term Care Insurance, Annuities, Disability Insurance, & Life Insurance
The CLP Story
Cornerstone Legacy Partners was founded by Jeff D. Sather in November 2023. Jeff’s journey to establish CLP stems from deeply personal experiences that shaped his commitment to helping others.
Key Moments in Jeff’s Life:
In the early 1990s Jeff and his brother donated blood to his mom Bette as she battled and defeated breast cancer. She is the toughest and most spiritually dedicated person Jeff knows.
2013 & 2014: Jeff survived two life-threatening events.
In June 2013, he was involved in a horrific car accident.
Nearly a year later, in May 2014, Jeff’s life was threatened again due to undetected internal injuries from that same wreck.
2023: Jeff lost his father, Dave Sather, to cancer just shy of his 78th birthday.
Dave was a man of unshakable faith and dedication—a one-of-a-kind father, husband, papa, teacher, and coach. He enjoyed a fulfilling 20-year retirement, filled with golf, fishing, travel, and passionately supporting his grandchildren in their sporting and personal endeavors.
A Catalyst for Change
In the 1980s, Jeff witnessed his grandparents lose their savings, home, and 40+ acre estate in Minnesota to pay for his grandmother’s 8½-year dementia battle. These experiences inspired Jeff, at the age of 57 (his father’s retirement age), to pursue his dream of creating a service-focused consulting firm.
Jeff’s mission became clear:
To ensure no one else has to endure the loss of everything they have worked for—whether due to long-term care costs, the loss of a loved one, or income disruptions.
Expertise That Makes a Difference
With nearly a decade in the industry experience, Jeff has provided guidance to:
Thousands of families
Leading professionals, including Financial Advisors, Insurance Carriers, Agents, CPAs, CFPs, and Estate Planning Attorneys
Our Commitment to Excellence
At Cornerstone Legacy Partners, we are driven by three foundational pillars:
Proper Agnostic Planning
Solutions focused strictly on the client’s goals.
Innovative and Custom-Designed Insurance Solutions
Tailored strategies to address individual and professional needs.
Trusted Partnerships
We collaborate with the right people, who do the right things, for the right reasons.
Your Trusted Partner
Our partnerships view us as an “insourced” expert—a vital team member who guides clients on protecting their money and retirement.
We are not competitors to the professionals we serve; instead, we pride ourselves on being a Trusted Partner. CLP is uniquely positioned to collaborate with:
Professionals: Financial Advisors, Agents, CPAs, CFPs, Estate Planners
Consumers: Individuals and families seeking financial protection and guidance
Our mission is to offer the guidance, navigation, and access to the best solutions available to protect wealth and legacies.
Motivated to Serve
Jeff and his team at Cornerstone Legacy Partners are passionate about helping people preserve their legacy.
Our foundation is faith-driven:
Christ is our Cornerstone
“Isaiah 28:16”
Jeff D. Sather Founder and CEO
-
Jeff D. Sather founded Cornerstone Legacy Partners, an insurance consulting firm specializing in Asset-based long-term care insurance. With nearly a decade of experience in the industry, Jeff has worked with some of the nation’s top financial advisors, agents, CPAs, CFPs, and estate planning attorneys. He has earned the nickname "The Advisor to the Advisors" due to his extensive work with these professionals. Jeff has also partnered with Roy Snarr Retirement Solutions and the Snarr Agent Academy to help run the Long-Term Care division, which assists thousands of agents and clients annually.
Jeff is passionate about helping people obtain crucial retirement coverage. His training program, “Jeff’s Notes,” thoroughly explains the “What” and “How” of long-term care insurance. He is on a mission to ensure that no family has to go through the pain of losing their home and assets to cover long-term care costs, as he witnessed his family live through.
Proudly, for two years Jeff served on the External Advisory Board for One America Financial one of the Nation's largest long-term care insurance providers. He has also consulted with multiple carriers in the industry on how to improve their products, including three insurance companies that are entering into the long-term care insurance space. Jeff was a key catalyst for Nationwide Insurance in designing a qualified funding approach for their Hybrid Long Term Care products.He has guided hundreds of top financial advisors, agents, CPAs, and attorneys nationwide to position well over $100,000,000 in asset-based LTCi. In addition to being an industry influencer, Jeff brings his expertise to individual families across the country, assisting them with asset protection and long-term care strategies.
Jeff has created a proven Agency training system called “Jeff’s Notes” focused on educating clients and advisors about asset protection and how to preserve their legacies. Jeff’s Notes has become one of the most sought-after solutions for asset protection and Long-Term Care solutions in the nation. Jeff is passionate about revealing all the secrets to his success, including the strategies, marketing tools, and sales presentations he employs to create this incredibly consistent production!
Jeff resides in Indiana with his bride of 32 years, Wendy. They spend their free time playing tennis, and Jeff is also an avid golfer. Jeff’s wife and daughter are loyal Packers fans, while Jeff and his two sons are loyal Vikings fans, which sometimes gets interesting as the house is divided. They have three successful adult children that they are incredibly proud of! One of the most interesting challenges Jeff and Wendy ever took on was teaching Sunday School together for Pre-K 4 & 5-year-olds!
That Was Our Story, What’s Yours?
What do you want your new story to be?
At Cornerstone Legacy Partners, we believe everyone has a story that shapes their future.
Have you or your loved ones faced a time when long-term care was needed but unavailable? Or perhaps you’ve experienced the peace of mind that comes from having the right protection in place?
We’d love to hear your story. Share with us how these moments have impacted your family’s journey, and let’s explore how we can help you safeguard your legacy for generations to come.
Isaiah 28:16-
So, this is what the Sovereign LORD says: "See, I lay a stone in Zion, a tested stone, a precious Cornerstone for a sure foundation; the one who relies on it will never be stricken with panic.”
