TLC -Building & Preserving the Legacy of a Lifetime     Office (513) 442-2000     Jack Seitz (513) 616-0094     Justin Seitz (513) 377-0228
THE LEGACY COUNCIL - Medicare & Retirement Advisors
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Educational Videos


​How to Create your own Personal Pension Plan
Most retirees are not prepared for the loss of income they will face during retirement.  Social security, pensions (if any) and 401(k)s will most likely not be enough to sustain the lifestyle you have become accustomed to.  Click on the video below to learn how developing your own personal pension plan will help you overcome these challenges.

​The Basics of Fixed Index Annuities
Click the video below to learn how Fixed Index Annuities work and provide the following benefits:  safety, a reasonable rate of return, accumulation, and an income you cannot outlive regardless of age.  

The CD Alternative

Are you frustrated with the dismal rate of returns on your Bank CD's?  Click on the video below to learn about a CD Alternative that may be a good fit for your retirement portfolio.  

Wealth Transfer using Single Premium Life Insurance
Click on the video below to learn how Single Premium Life Insurance can be a great tool for transferring wealth.  

​How an IUL can be a great alternative to a 401k for your Retirement
Learn how Indexed Universal Life Insurance can capture market growth while providing protection from market losses.  Life Insurance has changed drastically in the last 25 years and this unique wealth-accumulation vehicle provides policy-holders with the potential to enjoy a happy, healthy, tax-free retirement thanks to IRS tax code 7702.  
1376 State Route 28 Suite 1B Loveland, OH 45140      Office (513) 442-2000      Jack Seitz (513) 616-0094      Justin Seitz (513) 377-0228
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This website is a solicitation of insurance and financial products.  By providing us with your contact information you agree that a licensed insurance advisor may contact you via telephone, mail or email to answer your questions and provide additional information about Medicare plans, Life Insurance, Health Insurance and/or Retirement Planning.  Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.  Information provided is not intended as tax or legal advice and should not be relied on as such.  Neither The Legacy Council, nor Jack or Justin Seitz are affiliated with or endorsed by the Social Security Administration or any other government agency.  We do not offer every Medicare plan available in your area.  Any information we provide is limited to those plans we do offer in your area.  Please contact Medicare.gov or call 1-800-MEDICARE to get information on all your options.
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