Legacy Planning & Solutions Revenue

Insurance • Florence, Kentucky, United States • 1-10 Employees

Legacy Planning & Solutions revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Legacy Planning & Solutions

Stan Valle

Regional Sales Director

Company overview

Headquarters	PO Box 93, Florence, Kentucky 41022, US
Website	legacyplanningandsolutions.com
NAICS	52
Keywords	Life Insurance, Community Services, Aftercare, Final Expense, Pre-Need, Advance Planning, Agent Resource And Staffing, Asset Protection Through Trusts, Funeral Home Customized Marketing, Funeral Home And Agent Training, Medicaid Spend Down, Senior Citizen Education
Founded	2014
Employees	1-10

About Legacy Planning & Solutions

Legacy Planning & Solutions, LLC is a business dedicated to the preservation of individual dignity and family finances through advance planning and preparation using insurance products. Our experienced owners have over 80 years of experience in all areas of financial services. We work closely with Funeral Homes and Agents to develop Pre-Need and At-Need Services. This is done through a number of group activities such as Community Service Events, Educational Meetings, Aftercare and other custom methods designed to promote the Funeral Homes. When working with families our goal is to always match the appropriate product(s) to the clients individual situation. Although we specialize in Pre-Need and Final Expense protection, Legacy Planning & Solutions, LLC offers other insurance products that help protect a family's future. We are growing and are currently in North Carolina, South Carolina, Kentucky, Ohio, Georgia, Tennessee, Florida, Maryland and Virginia. If you are a Funeral Home Director, Licensed Agent or someone who would like to explore a unique opportunity to earn a great income, grow or start your own business and help your community, please contact us. If you are an individual who would like a private, fee-free personal consultation, please contact us.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Legacy Planning & Solutions has never raised funding before.

Legacy Planning & Solutions Tech Stack

Discover the technologies and tools that power Legacy Planning & Solutions's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

Legacy Planning & Solutions is located in Florence, Kentucky, US.

Legacy Planning & Solutions generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Planning & Solutions has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Planning & Solutions was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Legacy Planning & Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Planning & Solutions

Stan Valle

Regional Sales Director

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