Company Information

Get to know Legacy Benefit Advisors

Legacy Benefit Advisors is an employee benefits consulting firm that partners with employers to design, implement, and manage strategic and cost-effective benefit programs. Functioning as an extension of their clients' human resources departments, they provide expert guidance on group medical, dental, vision, life, and disability insurance. The firm emphasizes its independence, which allows it to offer customized solutions from a wide range of insurance carriers. In addition to brokerage and consulting, they offer services in benefits administration, compliance with regulations like the ACA, and HR technology support to streamline processes for their clients.

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Financial InsurancePRIMARY
Financial Other Service

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Legacy Benefit Advisors

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.