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    • Home
    • Our Firm
      • About Us
      • Our Team
      • Locations
      • Our Values
      • Our Partners
      • FAQ
    • WHAT WE DO
      • Investment Management
      • Financial Planning
      • Estate Planning
      • Insurance Planning
      • Business Consulting
    • WHO WE SERVE
      • Individuals & Families
      • Entrepreneurs
      • Businesses
      • Professionals
      • Athletes & Entertainers
    • Client Login
      • Charles Schwab
      • Financial Planning Portal
  • Home
  • Our Firm
    • About Us
    • Our Team
    • Locations
    • Our Values
    • Our Partners
    • FAQ
  • WHAT WE DO
    • Investment Management
    • Financial Planning
    • Estate Planning
    • Insurance Planning
    • Business Consulting
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Businesses
    • Professionals
    • Athletes & Entertainers
  • Client Login
    • Charles Schwab
    • Financial Planning Portal

RISK MANAGEMENT & ASSET PROTECTION

WE PROVIDE INSURANCE SOLUTIONS THAT ADDRESS THE COMPLEX WEALTH PRESERVATION, ESTATE PLANNING & RISK MANAGEMENT NEEDS OF OUR CLIENTS

INSURANCE PLANNING PROCESS

We provide our clients a holistic approach to insurance planning that integrates with their overall wealth management and estate planning strategies. By addressing both traditional risks and unique exposures, we help our clients develop risk management strategies to safeguard their assets, protect their legacies and achieve their long-term financial goals effectively. 


Our capabilities include: 


RISK ASSESMENT AND COVERAGE ANALYSIS

We conduct a thorough assessment of our clients' personal and financial risks and evaluate their existing insurance and annuity policies to ensure they provide adequate coverage.


LIFE INSURANCE AND ANNUITY SOLUTIONS

Through our insurance partnerships, we are able provide solutions that include: 

  • Whole, Variable and Term Life Insurance 
  • Fixed Index Annuities 
  • Variable and Fixed Income Annuities 
  • Index Linked Annuities 
  • Specialized Insurance 


WEALTH TRANSFER LIQUIDITY OPTIONS

We work with our clients in developing liquidity and estate transfer strategies to address matters such as estate tax coverage and buy-sell funding.


RISK MANAGEMENT STRATEGIES 

Working hand-in-hand with our legal, tax and insurance partners, we implement risk management strategies that combine insurance solutions with asset allocation, diversification and legal structures. 

INSURANCE PARTNERS

Questions? Contact us below!

Contact Us
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Legacy Wealth Investment Counsel, LLC

17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States

949-867-7670 | info@legacywealthic.com

Copyright © 2025 Legacy Wealth Investment Counsel, LLC - All Rights Reserved.


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THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY.WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) SUGGESTS THE FOLLOWING LINK AS AN EXTRA MEASURE TO SAFEGUARD YOUR DATA: DO NOT SELL MY PERSONAL INFORMATION.


 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.  


INVESTMENT ADVISORY REPRESENTATIVES OF, AND INVESTMENT ADVISORY SERVICES THROUGH PORTSIDE WEALTH GROUP, LLC AN SEC REGISTERED INVESTMENT ADVISOR. PORTSIDE WEALTH GROUP, LLC AND THEIR REPRESENTATIVES DO NOT PROVIDE TAX OR LEGAL ADVICE. EACH FIRM ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR IS EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. SEC REGISTRATION DOES NOT CONSTITUTE AN ENDORSEMENT OF THE FIRM BY THE COMMISSION, NOR DOES IT INDICATE THAT THE ADVISOR REFERENCED IN THIS DISCLOSURE HAS ATTAINED A PARTICULAR LEVEL OF SKILL OR ABILITY.

 
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