We are an independent settlement planning firm offering multiple specialized products and services which allow us to provide comprehensive yet targeted solutions for plaintiffs, attorneys and advisors. As a member of the settlement planning team, we advise the injured party on their financial options and assist attorneys with resolving settlement planning issues.
Our business model decreases the potential for conflicts of interest and fosters a higher level of trust by adhering to the following practices.
Legacy Investment Advisors-
- Has no affiliation with and is not an “approved broker” of any property & casualty insurance carrier or self-insured which may cause one carrier to be preferred over another.
- Does not participate in nor have commission sharing or fee arrangements with P&C carriers, affiliated life carriers or other organizations in exchange for access to markets or preferential treatment.
- Fully discloses age ratings, costs and benefits for each carrier offered.
- Does not office share with other brokers who may have access to private information about your client or case.
- Is not involved in any form of “bid rigging” in order to create the appearance of competition.
As we do not give tax advice, it is strongly urged that interested parties consult their own tax advisor. Not all products are offered in every state nor is Legacy Investment Advisors licensed to do business in every state.
