PUDI LEGACY Protect What Matters. Build What Lasts.
Eliminate Debt • Retire Tax-Free • Build Generational Wealth
About PUDI Legacy
Helping YOU Protect What Matters
At PUDI Legacy, we don’t believe in one-size-fits-all financial advice.
We believe in strategy, protection, and power — rooted in purpose.
This is about legacy, freedom, and peace of mind.
Whether you’re raising a family, building a business, or entering a new season of life — we’re here to help YOU protect what matters, align your money with your values, and create lasting wealth with clarity and confidence.
Meet Nick Puetz
Licensed Underwriter
At the ripe age of 24, I owed the bank $30,000 every month.
That kind of pressure either breaks you—or builds you. For me, it built discipline, grit, and a deep respect for structure.
It meant 12-hour days, seven days a week, burning the wick at both ends until the debt was gone. I cleared it, built my first business from the ground up, and learned exactly what it takes to carry—and sustain—that kind of responsibility.
I’ve had wins. I’ve taken even greater losses.
I’ve rebuilt smarter—this time with a foundation designed to last.
Today, I help families, entrepreneurs, and retirees protect what matters most—health, wealth, and legacy—by combining timeless principles with modern strategies.
While my personal philosophy is rooted in health and wellness, it’s not something I sell—it’s simply how I live, and it shapes the way I guide others. My mission is clear: to ensure your future is secure and your legacy endures.
Independent Broker
I work with the top carriers in the United States. This allows us to offer a wide range of options to help you find the type of coverage you WANT for your financial future you NEED.
- Legal & General America
- Lafayette
- F&G (Fidelity & Guaranty Life)
- Baltimore Life
- Royal Neighbors of America
- Aetna
- SBLI (Savings Bank Life Insurance)
- Liberty Bankers
- Athene
- Foresters
- Aflac
- Mutual of Omaha
- Columbus Life
- Americo
- National Life Group
- InstaBrain
- Assurity
- Gerber
- Transamerica
- Columbus Life
- Corebridge (AIG)
- SILAC
Estate Plan Advisor
Most online platforms sell you generic documents and leave you to figure out the rest. We don’t.
As your Estate Plan Advisor, I provide real guidance.
I work alongside a trusted team of attorneys and financial experts to ensure every piece of your plan is aligned, activated, and legally protected.
What you get:
- ✅ Living Trust with full digital implementation
- ✅ Durable Power of Attorney to protect your financial decisions
- ✅ Medical Directives for healthcare clarity
- ✅ Trust funding guidance to ensure your assets are covered
- ✅ Life insurance integration for legacy-building and liquidity
- ✅ Support from licensed professionals
Your legacy deserves more than a download.
Let’s build a plan that protects what matters most — for generations to come.
Smart Financial Planning
Our motto, 'Work Smart, Plan Smarter, Build Legacy,' reflects our commitment to helping you create a solid financial foundation.
We specialize in life insurance, estate planning, and tax-free wealth strategies — but it’s how we guide you through them that sets us apart.
PUDI - The 4-step framework to build and pass on your legacy:
- Protect what matters most
- Understand your options with clarity
- Design a plan aligned with your values
- Inspire the next generation to carry it forward
What Makes PUDI Legacy Different?
✔️ We simplify the process — No jargon. No pressure. Just guidance.
✔️ We go beyond insurance — Helping you build a full-circle strategy rooted in health, wealth, and legacy.
✔️ We bring soul into finance — Because protecting your family should feel empowering, not transactional.
✔️ We work with the best — Access to top-rated carriers, digital trust providers, and high-impact wealth tools.