About
About Perennial Legacy Insurance Solutions
Perennial Legacy Insurance Solutions is an independent Broker General Agency focused on structuring coordinated insurance strategies for families, business owners, and high-net-worth individuals.
With more than 40 years of combined leadership experience and licensing across nearly all U.S. states, our firm operates with institutional discipline, long-term perspective, and a commitment to precision.
We do not approach insurance as a standalone product. We structure it as an integrated component of estate planning, business strategy, wealth preservation, and long-term financial alignment.
As an independent firm, we maintain relationships with leading insurance carriers nationwide. This allows us to design solutions based on strategic objectives- not product limitation.
The Heart of Perennial Legacy
At Perennial Legacy Insurance Solutions, the word "team" doesn't quite capture it. We're a family- a group of people who genuinely care about each other, show up for one another, and pour that same energy into every client we serve.
We come from different backgrounds, different cities, and different chapters of life. But we share a common belief: that protecting a family's future is one of the most meaningful things you can do for them. That conviction is what brought us together, and it's what keeps us pushing every single day.
We celebrate each other's wins. We support each other through challenges. And we extend that same warmth to every client who walks through our door. At Perennial Legacy, you're not a policy number- you're part of the family.
Meet The Team
Maryam Rasouli
Sr. Managing Director
Maryam Rasouli
Maryam works with advisors to integrate insurance solutions into their client strategies.
She helps design and implement planning that supports protection, retirement, and wealth transfer goals.
As Sr. Managing Director, she leads training and mentors agents to build structured, independent businesses.
Dane Streeter
Managing Director
Dane Streeter
Dane works with individuals and families to develop personalized financial strategies aligned with their long-term goals.
He guides clients through investment planning, retirement, and overall wealth management.
As Managing Director, he works closely with advisors to deliver coordinated and thoughtful planning.
Téa Lopes
Executive Administrative Assistant
Téa Lopes
Téa supports the day-to-day operations of the firm, helping create a seamless experience for clients and advisors.
She coordinates communication, manages processes, and keeps the team organized and on track.
She is an integral part of the firm’s operations and overall client experience.
Angela Iacobellis
Life Insurance & Retirement Specialist
Angela Iacobellis
Angela works with young families and business owners, focusing on protection and long-term financial strategies.
She helps clients navigate tax-efficient planning, college planning solutions, and creative long-term care strategies.
As a seasoned professional, she is committed to helping clients build and protect their financial future.
Afshin Sari
Life & Retirement Specialist
Afshin Sari
Afshin works with high-net-worth individuals and business owners to design strategies centered on legacy and long-term planning.
He supports clients in protecting, growing, and transferring wealth with a strategic approach.
He is focused on delivering planning that aligns with each client’s long-term vision.
Irina Helm
Life & Retirement Specialist
Irina Helm
Irina works with individuals and families to design strategies that protect their future through smart, long-term planning.
She specializes in long-term care and retirement planning, helping clients prepare for life’s later stages with confidence.
She is driven by the belief that peace of mind is priceless.
One Team. One Goal. Your Family's Future.
No matter who you work with at Perennial Legacy, you'll always get the same thing: honesty, expertise, and a team that genuinely cares. We're proud of the family we've built and we'd love to welcome you into it.
Advanced Planning Capabilities
Our institutional-level planning resources support:
- Estate liquidity and wealth transfer structuring
- Business succession and key-person risk protection
- Tax-sensitive insurance design
- Multi-generational planning coordination
- Executive and high-limit protection solutions
Each engagement follows a disciplined process designed to ensure clarity, sustainability, and strategic alignment.
Ready to Get Started?
We're here to help. Reach out today and let's build a plan that protects your family for generations to come.