Retirement Plans
At Legacy Insurance Solutions, we take pride in being able to handle all of your group benefit and employees’ needs. With that in mind, we are also able to offer a variety of different retirement plans, no matter the size of your company. Our professionals take the time to analyze and review which plan best fits your company’s needs with you and your staff.
Some plan offerings include:
• 401(k) Plans
• 403(b) Plans
• Defined Benefit Plans
• SEP IRAs
• Individual IRAs (Both Traditional & Roth)
Please contact us so that we can assist you with your retirement plan needs.
75
Years of Combined Experience
90
Insurance Companies We Access And Counting
100
Percent Dedication To Our Clients
We appreciate the continued loyalty of our clients and look forward to serving your needs in the future at Legacy Insurance Solutions, where Our Legacy Is Protecting Yours.
Sincerely,
Brandt H. Shapiro
Chief Executive Officer
