An Independent Insurance Partner
to Fee-Based and Fee-Only Advisors
The LRM Group (LRM) stands for Legacy and Risk Management. We are an independent insurance consulting firm that works exclusively with fee-based and fee-only advisors. We exist to support the evolution of the RIA model in designing insurance-based estate, business and wealth protection strategies on behalf of financial advisors. We provide unbiased professional service, advice and counsel to help you and your clients protect what matters most to them.
The Real Benefit to You
Our services are designed with the highest level of respect for your role. We communicate on every aspect of the solutions we recommend and are fully transparent in our process. As an independent partner, we focus on you and your clients’ best interest, not a particular company’s best interest. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients’ risk management and insurance needs, completely and efficiently.
We respect your professional client relationships and never solicit your clients directly.
We help you deliver a distinct value promise.
We help you enhance your services and add value to more effectively retain and protect clients.
The LRM Group was established by and is a strategic partner of, Underwriters Brokerage Service, an independent insurance firm in Pittsburgh, PA with nearly 50 years of experience. LRM evolved out of Underwriters desire to exclusively support the distinct planning and fiduciary needs of RIAs in solving clients’ life insurance, disability, and long-term care planning, without diverting the advisor’s core focus. Underwriters provide all of our back-office services and operational support.
“The LRM Group has a commitment to work well with financial advisors,they are honest and personal in their approach.”
– TOM GEISLER, CPA, CFP®