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Find a Location

The Legacy Council, Inc. has 1 locations, listed below.

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    Business ProfileforThe Legacy Council, Inc.

    Retirement Planning Services
    BBB accredited business

    At-a-glance

    Customer Reviews

    4.9/5stars

    Average of 10 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 9/2/2019

    Years in Business: 13

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    The Legacy Council, Inc. in Loveland, OH offers insurance and financial services specializing in Medicare and retirement income planning. Other services include life insurance, annuities, health insurance, dental insurance and long term care insurance.  

    Products & Services

    Medicare, Annuities, Life, Health, Long Term Care, Medicare Supplement, Hybrid Annuities, Medicare Advantage , Prescription Drug Plans, Fixed Annuities, Indexed Annuities

    Business Details

    Location of This Business
    1376 State Route 28 Ste 1B, Loveland, OH 45140-6077
    BBB File Opened:
    8/15/2014
    Years in Business:
    13
    Business Started:
    10/1/2011
    Business Incorporated:
    11/2/2011
    Accredited Since:
    9/2/2019
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    BBB records show a license number of 971147 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2024.

    These agencies may include:

    Ohio Department of Insurance

    50 W. Town Street, Third Floor Suite 300

    Columbus OH 43215

    (800) 686-1526

    https://www.insurance.ohio.gov/

    BBB records show a license number of 20590 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 2/28/2025.

    These agencies may include:

    Ohio Department of Insurance

    50 W. Town Street, Third Floor Suite 300

    Columbus OH 43215

    (800) 686-1526

    https://www.insurance.ohio.gov/

    BBB records show a license number of 951073 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 12/31/2025.

    These agencies may include:

    Ohio Department of Insurance

    50 W. Town Street, Third Floor Suite 300

    Columbus OH 43215

    (800) 686-1526

    https://www.insurance.ohio.gov/

    BBB records show a license number of 520827 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 2/28/2026.

    These agencies may include:

    Kentucky Department of Insurance

    215 West Main Street

    Frankfort KY 40601

    (800) 595-6053

    https://insurance.ky.gov/kentucky/

    BBB records show a license number of 775125 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 12/31/2025.

    These agencies may include:

    Kentucky Department of Insurance

    215 West Main Street

    Frankfort KY 40601

    (800) 595-6053

    https://insurance.ky.gov/kentucky/

    BBB records show a license number of 3150177 for this business, issued by Indiana Department of Insurance. The expiration date of this license is 12/31/2024.

    These agencies may include:

    Indiana Department of Insurance

    311 West Washington Street, Suite 300

    Indianapolis IN 46204

    Fax: (317) 2322385

    https://www.in.gov/core/find_agency.html

    Type of Entity:
    Corporation
    Hours of Operation

    Primary

    M:
    8:00 AM - 6:00 PM
    T:
    8:00 AM - 6:00 PM
    W:
    8:00 AM - 6:00 PM
    Th:
    8:00 AM - 6:00 PM
    F:
    8:00 AM - 6:00 PM
    Sa:
    8:00 AM - 6:00 PM
    Su:
    Closed
    Business Management
    • Mr. Justin J Seitz, Co-Owner
    • Mr. Jack H Seitz, Co-Owner
    Contact Information

    Principal

    • Mr. Justin J Seitz, Co-Owner
    • Mr. Jack H Seitz, Co-Owner

    Customer Contact

    • Mr. Justin J Seitz, Co-Owner
    Additional Contact Information

    Fax Numbers

    • (513) 725-1035
      Primary Fax

    Phone Numbers

    Email Addresses

    Website Addresses

    Customer Complaints

    0 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Customer Reviews

    10 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    David B

    5 stars

    12/20/2023

    We've been working with TLC for two years. Jack S**** has been an incredibly effective and trusted advisor in helping us navigate the complex world of Medicare. Jack has been an invaluable partner in helping us identify and choose appropriate Meidicare supplemental health care insurance. He is extremely personable and patient. He spent a great deal of time in our appointments educating us regarding Medicare and the best supplemental health insurance for our circumstances. Jack demonstrates an extraordinary committment to his client's support and peace of mind regarding Medicare and health insurance solutions. We highly recommend Jack and the TLC team.

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