Listings starting with "O" ( 1 )
One Legacy Financial Group offers a full range of financial advisory and life insurance products and planning to its clients. From business
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.