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Financial Services affiliate of Legacy Insurance & Financial Services
EXPERTISE & SERVICES
We specialize in Finding the PERFECT Insurance and Financial Services for you, your business, & your family. Browse through our services below to learn more about the services we offer. Our Specialists and Affiliates can design a plan to fit your financial needs .We represent many companies, below are just a few.
Business & Self
Employee Retention
Business Retirement
Services
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Health Insurance
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Life Insurance
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Disability Insurance
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Long Term Care Insurance
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Medicare Supplement
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Short term Health plans
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Rx Choice Card
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Key Man Indemnity (Disability and Death Benefits)
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Business Continuation Plans
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Buy-Sell Agreements
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Christian Share plans/Non Christian share plans
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Salary Continuation (disability or death)
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Split dollar bonus
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Group Life, Disability, Medical & Dental Insurance
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Group Health Plans
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Medicare Supplements
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Med Advantage Plans
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Part C Plans
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HR Solutions
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Tele doc
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Pet Insurance
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Retirement planning seminars
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and many more, just ask...
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Pension Plans
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Profit Sharing Plans
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Selected Executive Compensation
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Simple IRA
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SEP IRA
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Keogh
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Retirement planning
Estate Services
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Business Estate Planning
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Estate Analysis
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Conservation
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Liquidity
Secure Retirement
Services
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Mutual Funds*
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Access to Money Managers
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Deferred Income, College Funding
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Retirement Funding
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IRA and IRA Rollovers
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Fixed and Variable Annuities
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Retirement Plan Distribution Strategies