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Retirement Distribution Strategies

How do you find the right Financial Advisor for you and your family. Whether you are an active or potential financial services client, or a professional advisor such as an attorney, CPA, financial planner, trust officer, banker, property and casualty professional or asset manager; without question, the following criteria are of paramount importance to you when it comes to selecting a financial advisor firm with which to become associated:

  • Training and experience

  • Objective professionalism

  • Individually tailored plans to meet your objectives.

  • Comprehensive, regularly scheduled reviews of your relationship and existing plans.

​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 Financial Advisors have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth. 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 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

Business Succession/ Buy-Sell Agreements/
Employee Benefits
  • 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 combination of advanced life underwriting, and personalized investment strategies, separates us from other firms when it comes to providing unparalleled support, consultation and education to our clients and their professional advisors in these and related areas. We look forward to the opportunity of working with you and exploring how we can support and assist you with reaching your most important estate, business and family planning goals and objectives.

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