Legacy Trust recognizes that in addition to investment risk, there are many other risk factors that pose a threat to your financial well being. Our Risk Management service is consultative, not product sales focused and provides a thorough review and evaluation process to identify and address risk for individuals, families and business owners.
As time goes by, your needs and concerns can change. Legacy Trust will work with you and your advisors to help identify and make sure that your insurance coverages are appropriate and up to date. The process includes the following:
- Life, Health, & Disability Policy Review
- Long Term Care Strategies
- Annuity & Retirement Income Planning
- Business Insurance Planning
- Estate Strategies & Assessment
- Life Insurance Trust Review
Whether you are a professional interested in protecting your family, a business owner transitioning to retirement, or an individual setting up a plan to provide for your own future care, Legacy Trust can assist you in making informed decisions about how to address these concerns.
For more information on Risk Management, please contact Brian Moore at bmoore@legacygr.com.
Risk Management is a service of Legacy Insurance Agency, a wholly owned subsidiary of Legacy Trust Holding Company.