Antonio LaQuatra, CLTC® Owner, Financial Professional
Retirement Income Planning, Insurance Protection, Legacy Planning Strategies, Business Planning
Antonio LaQuatra is a financial professional and co-owner of Legacy Retirement Advisors, Inc., located in Fort Lee, New Jersey. Legacy Retirement Advisors, Inc. is an independent, boutique financial services firm focusing on retirement planning. Antonio has over 25 years of experience in the financial services industry. He began his career in 2001 with Prudential Financial, where he won many accolades including rookie of the year in 2002. In 2006, Antonio was promoted to manager of financial services. After nine years with Prudential, in 2011, he joined John Hancock Financial Network. As co-founder of Legacy Retirement Advisors, Inc., Antonio has built great relationships with clients and colleagues. He takes great pride in his work and has a passion for finding innovative solutions for his clients’ ever-changing needs.
Antonio focuses his experience working directly with his clients on the importance of legacy preservation, retirement income planning and long-term care planning. In order to assist clients in making informed retirement decisions, Antonio takes the time to understand his clients’ needs and goals. Antonio integrates Social Security optimization strategies with IRA tax distribution strategies, using insurance solutions. He focuses on providing fixed annuity and insurance solutions where his clients’ principal is guaranteed by insurance companies.
Antonio has been a member of the Million Dollar Round Table (MDRT) since 2003. MDRT is an international, independent association of many of the world’s leading life insurance and financial services sales professionals. Antonio Laquatra has earned the Certified in Long-Term Care® designation. The Certified in Long-Term Care (CLTC®) designation was created in 1999 and focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client’s family and finances. Professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families. The CLTC® designation has been recognized and supported by The American College, NAIFA and major insurance carrier.
Insurance Licensed in NJ, NY, GA, & FL. Antonio LaQuatra works with: Advisors Excel, Advisors Insurance Brokers, and Crump Life Insurance. Insurance services may be provided by LaQuatra, Inc., or Legacy Retirement Advisors, Inc. The insurance products offered are not subject to Investment Advisor requirements. AEWM, LaQuatra, Inc., and Hepner, Inc., are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are three levels of membership, which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners, and no endorsement of Antonio LaQuatra or Legacy Retirement Advisors, Inc. is stated or implied. 3931094 – 4/26