As of 7/1/09, the addition of the latest client has pushed managed insured assets over $750,000,000 and annual premium managed over $7,000,000.
The client list includes six structured family offices, the family members, their businesses and not-for-profit interests and ten multi- generational family businesses, their personal insurance and not-for-profit interests.
Services are provided by:
Ken R. Butler, President & CEO, CPCU and ARM
Joseph D. Zalar, Employee Benefits and Life Consultant, CLU and ChFC
Kevin D. Gregory, Strategic Planning Consultant
Gregory R. Bean, General Counsel
Mardi A. DePaul, Analyst and Special Projects Coordinator
Legacy Risk Solutions serves as the independent gatekeeper of their client’s risk management and insurance program. The goal is to direct the purchase of the right coverage, with the right agent for the right price.
