Business ProfileforLegacy Assurance Plan of America Inc
At-a-glance
Related Categories
Products & Services
Business Details
This is a multi-location business.
- Location of This Business
- PO Box 110266, Lakewood Rch, FL 34211-0004
- BBB File Opened:
- 6/4/2015
- Years in Business:
- 18
- Business Started:
- 11/13/2006
- Business Incorporated:
- 11/13/2006
- Type of Entity:
- Corporation
- Alternate Business Name
- Legacy Assurance Plan
- Business Management
- Mr. James K Boyles, President
- Contact Information
Principal
- Mr. James K Boyles, President
Customer Contact
- Mr. James K Boyles, President
- Mr. David M. McInerney, Vice-President / General Counsel
- Additional Contact Information
Phone Numbers
- (888) 864-2542Other Phone
- (888) 864-2542
Customer Complaints
1 Customer Complaints
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File a ComplaintMost Recent Customer Complaint
12/07/2023
- Complaint Type:
- Product Issues
- Status:
- Answered
Customer Reviews
2 Customer Reviews
What do you think? Share your review.
Most Recent Customer Review
Mary S
1 star09/26/2024
Legacy Assurance Plan of America Inc Response
09/30/2024
Regarding the trust account setup, it appears there may have been a misunderstanding. For a revocable living trust, which is what you have, an EIN is typically not required. Banks can sometimes provide incorrect information, and we regret any inconvenience this may have caused you.
We've made several attempts to reach you by phone to discuss these matters and to provide assistance. We understand that clear communication is crucial, and we're eager to speak with you directly to resolve any issues.
Concerning your Affirm account, it's important to note that while we work with Affirm to provide financing options for some members, Affirm is a separate entity from Legacy Assurance Plan. We don't have control over Affirm accounts or their collection processes.
We value your membership and want to ensure you receive the full benefits of our services. We'd greatly appreciate the opportunity to speak with you personally to address your concerns and find a satisfactory resolution.
Please feel free to contact us at ************ during regular business hours. We're here to help and are committed to providing you with the comprehensive estate planning services you signed up for.
Thank you for your patience and understanding. We look forward to speaking with you soon and resolving these matters to your satisfaction.
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