professional image 4Our Professional Partnership Program

The Legacy Group provides services that are incrementally valuable to clients of accounting firms, law firms and financial advisors. We work closely with individuals from these professions to ensure that their clients are fully apprised of what options are available with respect to:

  1. Appropriate insurance products to protect their families and their assets
  2. Estate planning mechanisms
  3. Corporate wealth management strategies

For over fifteen years the Legacy Group has provided a high level of quality service to their professional partners’ clients that has brought benefits not only to the client but to our professional partners. We build long-term relationships through service, experience, transparency, education, and a high quality of professional advice that your clients not only deserve, but expect from a partner of yours. We also ensure that your clients’ existing products are fully compliant and up to date with the most recent changes; changes that are consistently occurring throughout all insurance products.

If you would like more information on how we might bring benefit to your clients, call us at 250-475-3443 and ask directly for Trent Abbott, Company Principal