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One Legacy Financial Group offers a full range of financial advisory and life insurance products and planning to its clients. From business
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Receive a complimentary one hour meeting and complimentary insurance review with no further obligation.  Services to include policy statement reviews, updating of beneficiaries, ordering of in-force illustrations.

  • Life Insurance - term and permanent (whole life, universal etc.)
  • Disability Insurance (group and individual policies) 
  • Long Term Care - explanation of benefits
  • Individual Health Insurance & Voluntary Benefit Programs
  • Property & Casualty Policies (homeowners, auto & general liability)
Additonally as an extension of the insurance review a comprehensive overview of your personal IRA and corporate rtirements plans (401-K &/or pension) including any fixed or variable annuities and educational (529 plans) programs can be included.

For business owners a review of Buy / Sell Agreements and funding options up to and including exit and early departure, divorce or disability features.
   
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Onsite Insights is a North Jersey based technology solutions provider working primarily with small and medium businesses. We are also happy
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Please fill in this form to send a message by email to the owner of the listing for Onsite Insights
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