Legatus Memoria Provides:Access to best-in-class insurance carriers and Third-Party Administrators (TPAs) that provide you with peace of mind, top shelf financial strength ratings, and ease of use while making the complex simple. This is done with increased clarity of your goals and their outcomes.
Unique to Legatus Memoria®, is our philanthropic emphasis. In fact, Legatus Memoria® is Latin for “legacy memorial”, and that is exactly what we want to help you achieve. Maximize your earnings and maximize your philanthropy while improving your corporate image and creating a legacy for your company, community, and executive’s families with minimal or no cost to your shareholders. Legatus Memoria is where
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The Gift of COLIHistorically, Corporate and Bank Owned Life Insurance (COLI & BOLI) has been used to improve the balance sheet and earnings while offsetting the cost of benefits.
Today with our The Legacy Life Executive Benefit®, corporations, insurance carriers, and banks can not only increase their earnings but can also significantly increase their philanthropy in the communities where they do business - without any negative impact to shareholders or the bottom line. This corporate legacy planning can work in conjunction with Non-Qualified Plans such as SERP’s, Executive Bonus Plans, and Long Term Care Insurance plans use to retain and reward your best executives. As a reflection of corporate and community citizenship, Legatus Memoria® models the highest standard of transparency and genuine commitment to meaningful philanthropic engagement consistent with the established vision, mission, purpose, and bylaws of your corporation. |
333 Bridge Street NW
Suite 1200 Grand Rapids, MI 49504 616-233-2005 |
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OFFICES IN GRAND RAPIDS, TROY, AND PORTAGE, MICHIGAN
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