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Bob L.


Decatur, GA

Member since:

October 18, 2011


Please provide a personal introduction.

I am a native of Atlanta, Georgia. I have been in the Insurance Industry for over 14 years, and have concentrated on Individual Life, Disability and Long Term Care coverage. I started with Berkshire Life Insurance Company, then went independent, and have been, for the past 13 years.

Please describe the nature of your business.

I am an Independent Consultant with the firm Legacy Financial Partners, LLC. My area of specialty is working with small business owners, showing them how Insurance can help protect their assets, and helping them acquire and retain top-notch management teams through the use of Key Person Insurance and Buy-Sell Agreements, as well as Salary Continuation Plans.

What are your goals for joining this group?

To learn from others, who work with same said business owners, and to get a deeper understanding of how Succession Planning works.


I am a Life Insurance Specialist with Legacy Financial Partners, LLC. I fund Buy/Sell and BOE's with UL and Disability products

What Bob L. is saying about this Meetup Group

A great way to share ideas, grow my business network, and gain insight from others.

Member of 44 other Meetups

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