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Business Profile

Retirement Planning Services

The Legacy Council, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(513) 442-2000Email BusinessWrite a Review

About

Overview

The Legacy Council, Inc.

1160 State Route 28

Milford, OH 45150-2155

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Find a Location

The Legacy Council, Inc. has 2 locations, listed below.

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    BBB Accreditation & Rating

    The Legacy Council, Inc. is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    The Legacy Council, Inc. in Loveland, OH offers insurance and financial services specializing in Medicare and retirement income planning. Other services include life insurance, annuities, health insurance, dental insurance and long term care insurance.  

    BBB Accredited Since: 9/2/2019

    Years in Business: 14

    Products and Services

    Medicare, Annuities, Life, Health, Long Term Care, Medicare Supplement, Hybrid Annuities, Medicare Advantage , Prescription Drug Plans, Fixed Annuities, Indexed Annuities, 401(k) IRA Rollovers, Dental Insurance, Fixed Indexed Annuities, Health Insurance, Life Insurance, Long Term Care Insurance, Medicare Insurance Planning, Retirement Income Planning, Safe Money Retirement

    Business Details

    Local BBB:
    BBB Cincinnati
    BBB File Opened:
    8/15/2014
    Business Started:
    10/1/2011
    Business Incorporated:
    11/2/2011
    Type of Entity:
    Corporation
    Business Management:
    Mr. Justin J Seitz, Co-Owner
    Mr. Jack H Seitz, Co-Owner

    Additional Contact Information

    Principal Contacts
    Mr. Justin J Seitz, Co-Owner
    Mr. Jack H Seitz, Co-Owner
    Customer Contacts
    Mr. Justin J Seitz, Co-Owner
    Fax numbers
    Primary Fax: (513) 725-1035
    Additional Phone Numbers
    Other Phone: (513) 377-0228
    Other Phone: (513) 616-0094
    Additional Email Addresses
    Primary: Email this Business
    Additional Websites
    OptimizingRetirement.com
    tlcinsure.com/blog
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 971147 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2026.

    Ohio Department of Insurance

    50 W. Town Street, Third Floor Suite 300

    Columbus OH 43215

    800-6861526Website

    BBB records show a license number of 20590 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 2/28/2027.

    Ohio Department of Insurance

    50 W. Town Street, Third Floor Suite 300

    Columbus OH 43215

    800-6861526Website

    BBB records show a license number of 951073 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 12/31/2027.

    Ohio Department of Insurance

    50 W. Town Street, Third Floor Suite 300

    Columbus OH 43215

    800-6861526Website

    BBB records show a license number of 520827 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 2/29/2028.

    Kentucky Department of Insurance

    215 West Main Street

    Frankfort KY 40601

    800-5956053Website

    BBB records show a license number of 775125 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 12/31/2027.

    Kentucky Department of Insurance

    215 West Main Street

    Frankfort KY 40601

    800-5956053Website

    BBB records show a license number of 3150177 for this business, issued by Indiana Department of Insurance. The expiration date of this license is 12/31/2026.

    Indiana Department of Insurance

    311 West Washington Street, Suite 300

    Indianapolis IN 46204

    Fax: (317) 2322385

    Website

    Additional Information

    Other Resources
    BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

    Kentucky Department of Insurance
    215 West Main Street
    Frankfort KY 40601
    Phone Number: 800-595-6053
    http://insurance.ky.gov/kentucky/
    Ohio Department of Insurance
    50 W. Town Street
    Columbus OH 43215
    Phone Number: 800-686-1526
    http://www.insurance.ohio.gov
    Business Categories
    Retirement Planning Services, Insurance Services Office, Life Insurance, Health Insurance, Medicare Supplements, Medicare, Medicare Advantages

    Latest Reviews

    • Cathy P

      "REMOVEDhas been such a blessing when we need to look at our health insurance coverage each year. We have depended on his knowledge and he has never let us down." ... Read full review

    • Belinda W

      "REMOVEDhas been my guide for my medical insurance every year for several years now, and I have to say he is simply the best!" ... Read full review

    • David B

      "We've been working with TLC for two years. Jack SREMOVEDhas been an incredibly effective and trusted advisor in helping us navigate the complex world of Medicare." ... Read full review

    View all Reviews

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