Legacy Partners

Insurance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

9137 Chamberlayne Rd Ste 204, Mechanicsv...

Phone Number

(804) 539-7345

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Partners

Legacy Partners is dedicated to these same professional ideals. With over 60 years of combined experience in the advanced life underwriting, investment and group benefit professions, we offer an extensive combination of knowledge that is designed to support both individual clients as well as their professional advisors. Our business model is designed to work collaboratively to assist our clients and professional advisors and their clients in the following areas: Funding options for Irrevocable Life Insurance Trusts (ILITs) Funding options for Business Succession/ Buy-Sell Agreements/ Shareholder Agreements/ Key Person Protection Plan design consultation and funding design options for mitigation of estate tax and other estate settlement costs Asset protection and income replacement strategies for high risk professionals Business Continuation, overhead expense and income replacement protection for business owners and their key employees Comprehensive review of personal or business ownedRead more
Popular SearchesLegacy Partners LLCLegacy PartnersSIC Code 64,641NAICS Code 52,524Show more

Legacy Partners Org Chart

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EF
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Financial Services Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Partners

<$5M
1-10
Private
-
2011
EF
Evan FabricantFinancial Services Professional
$7.7M
11-50
Private
-
2003
MZ
Michelle ZinkClient Relationship Manager
<$5M
1-10
Private
-
1984
NS
Nicole SeibertRelationship Manager
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Legacy Partners is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Legacy Partners is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Legacy Partners.

Legacy Partners Tech Stack

A closer look at the technologies used by Legacy Partners

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Frequently Asked Questions Regarding Legacy Partners

What is Legacy Partners's official website?
Legacy Partners's official website is www.legacypartnersus.com
What is Legacy Partners's Revenue?
Legacy Partners's revenue is <$5 Million
What is Legacy Partners's SIC code?
Legacy Partners's SIC: 64,641
What is Legacy Partners's NAICS code?
Legacy Partners's NAICS: 52,524
How many employees does Legacy Partners have?
Legacy Partners has 1-10 employees
What industry does Legacy Partners belong to?
Legacy Partners is in the industry of: Insurance, Finance, Securities Trading
What is Legacy Partners competition?
Legacy Partners top competitors include: Liberty Financial Strategies, The W Group Financial Services, Eagle Strategies, Weinberg Financial Advisory
What technology does Legacy Partners use?
Some of the popular technologies that Legacy Partners uses are: Sentry, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Legacy Partners?
Legacy Partners contact info: Phone number: (804) 539-7345 Website: www.legacypartnersus.com
What does Legacy Partners do?

Legacy Partners is dedicated to these same professional ideals. With over 60 years of combined experience in the advanced life underwriting, investment and group benefit professions, we offer an extensive combination of knowledge that is designed to support both individual clients as well as their professional advisors. Our business model is design... ed to work collaboratively to assist our clients and professional advisors and their clients in the following areas: Funding options for Irrevocable Life Insurance Trusts (ILITs) Funding options for Business Succession/ Buy-Sell Agreements/ Shareholder Agreements/ Key Person Protection Plan design consultation and funding design options for mitigation of estate tax and other estate settlement costs Asset protection and income replacement strategies for high risk professionals Business Continuation, overhead expense and income replacement protection for business owners and their key employees Comprehensive review of personal or business owned in force life insurance policies to examine for competitive pricing comparisons, carrier stability and policy performance Owner and key employee qualified and non-qualified plan reviews, alternatives, implementation and service Through our professional affiliations, we offer access to a broad array of employee benefits, including group life, medical, disability and long term care benefits, as well as a full offering of voluntary (no cost to employer) employee benefits In addition to the insurance and investment products and services offered, Legacy Partners also has relationships with individuals who are qualified to provide tax and legal services. We believe by having these relationships available to you, it sets us apart from other firms and provides an added benefit to our clients. Please note the tax and legal services offered are not provided by or on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or MML Investors Services, LLC . You are also free to choose your own professionals for these services. Our ...Read More

Is Legacy Partners a public company?
Legacy Partners is private company therefore does not currently have an official ticker symbol
See more information about Legacy Partners

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