Legion Insurance Group
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Life Insurance
Whether it’s simple protection or sophisticated cases, LIG has partnered with top carriers nationwide to provide more access and greater design capability.
Asset & Income Protection
Traditional investments don’t have the ability to protect against systemic risk or an increasing tax environment. Both of these can have a negative impact on current assets and income. We like to use strategies that mitigate both through advanced planning and collaboration.
Income and Indirect Cost Protection
Covering medical bills is not the only concern in the wake of a major medical event. LIG can advise on income and indirect cost protection to provide greater peace of mind.
Long Term Care
LIG has partnered with several providers offering coverage to protect assets in the later years of life. We have found creative ways of acquiring this coverage without incurring unnecessary additional costs.
Real Estate Strategies
Real estate investors can all agree cash is king. We have discovered smarter ways of providing liquidity and safety for real estate investors and serve to increase cash flows and scale without taking unnecessary risk.
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Strategic Tax Planning
Entrepreneurs and business owners have something in common. We get killed by taxes from our efforts in helping create our local economies. LIG can help mitigate your tax exposure and increase profitability.
Testimonials
What People Are Saying
I have known Steve for over 10 years. He is one of the few people I trust, and his knowledge on the subject of insurance is second to none. I work with him personally, and have recommended LIG to my inner circle of friends and family.
— George Moorhead, Bentley Properties
I have known Steve for over a decade. He is one of the most knowledgeable and strategic planers I have ever had the pleasure to work with. His leadership means LIG's dedication to their clients' needs and best interests is truly one of a kind.
— John Easley, Tallus Capital Management