The Legacy Lab
Welcome to the Legacy Lab. This is your one stop destination for insights and strategies to build a lasting legacy. Whether it's managing health benefits, growing your retirement nest egg, or safeguarding your business with innovative risk solutions, we're here to empower you to thrive today and secure tomorrow.
Be sure to subscribe and catch our new episodes every other week as we talk about what matters most for your health, wealth, and peace of mind.
All Episodes
Retirement Planning with Increased Longevity
People are living longer than ever, which means your retirement plan needs to go the distance. In this episode of The Legacy Lab, Megan and Ashley talk with RMC Group’s Tamara Middleton about how to plan for a 30–40 year retirement. They discuss saving strategies, income diversification, and preparing for healthcare and lifestyle costs so your money—and your life—last longer. The information provided in this podcast is for informational purposes only and does not constitute legal, financial, or professional advice. RMC Group recommends consulting with qualified professionals regarding your specific needs and circumstances.Retention Isn’t Free – The ROI of Vision, Dental & Ancillary Benefits
In this episode of The Legacy Lab, we tackle a crucial topic for employers: retention and the often-overlooked role of ancillary benefits in driving it. Joining me is Sue Nelson, VP of Health and Benefits at RMC Group, who shares insights on how investing in vision, dental, and supplemental coverages can lead to significant long-term savings and improved employee satisfaction. We discuss the hidden costs of turnover and how these benefits not only enhance workplace attractiveness but also contribute to better productivity and morale. Discover practical strategies to tailor your benefits offerings, maximize ROI, and ultimately secure your business's future. Tune in to learn how small investments can yield substantial returns in retention and organizational success.Cyber Insurance and Why It Matters
Cyberattacks aren’t just an IT problem—they’re a business risk. In this episode of The Legacy Lab, Megan and Ashley sit down with Mark Elwell, VP of Risk at RMC Group, to unpack why cyber insurance is essential for businesses of all sizes. From ransomware to regulatory fines, discover what’s covered, how policies work, and the steps you can take today to protect your company. Disclosure: The information provided in this podcast is for informational purposes only and does not constitute legal, financial, or professional advice. RMC Group recommends consulting with qualified professionals regarding your specific needs and circumstances.Captive Insurance - Taking Control of Your Risk Strategy
In this episode of The Legacy Lab, we dive into the transformative world of captive insurance and how it can revolutionize your approach to risk management. I'm joined by Tom Bachrach from RMC Group, who shares his expertise on creating customized insurance solutions tailored to your business's unique needs. We discuss the benefits of captive insurance, including cost control, tailored coverage, and long-term stability—moving away from the traditional one-size-fits-all policies. If you're a business owner frustrated by fluctuating premiums or coverage gaps, this episode is packed with insights that could lead to a more strategic approach to managing your insurance. Join us as we explore how you might take control of your risk and rewards through innovative insurance strategies.