Your Local Professional for Comprehensive Retirement Planning

YOUR LOCAL PROFESSIONAL

for Comprehensive Retirement Planning

Your Local Professional

for Comprehensive Retirement Planning

Select Your Service

Medicare & Health Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

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We are...

Local and personal. No robo-callers or brand representatives. Benefit from a professional who connects the dots and helps you get what’s yours.

Our Master Brokerage accesses hundreds of companies for your perfect competitive advantage. Optimize retirement savings, Social Security and Medicare. Protect what you love with the best life insurance, long-term care, special needs, or veteran benefits planning. From health insurance to debt elimination, we got your back.

Here now and in the future, your agent takes time to listen, personalize and care about you.

Let’s begin. Schedule some time.

Select Your Location

UTAH

IDAHO

NEVADA

WASHINGTON

OREGON

Your Local Professional for Comprehensive Retirement Planning

YOUR LOCAL PROFESSIONAL

for Comprehensive Retirement Planning

From Medicare to individual & family health insurance, personalize your plan.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Select Your Service

Medicare & Health Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Image

We are...

Local and personal. No robo-callers or brand representatives. Benefit from a professional who connects the dots and helps you get what’s yours.

Our Master Brokerage accesses hundreds of companies for your perfect competitive advantage. Optimize retirement savings, Social Security and Medicare. Protect what you love with the best life insurance, long-term care, special needs, or veteran benefits planning. From health insurance to debt elimination, we got your back.

Here now and in the future, your agent takes time to listen, personalize and care about you.

Let’s begin. Schedule some time.

Select Your Location

UTAH

IDAHO

NEVADA

WASHINGTON

OREGON

Your Local Professional for Comprehensive Retirement Planning

Select Your Service

Select Your Service

Medicare & Health Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Image

We are...

Local and personal. No robo-callers or brand representatives. Benefit from a professional who connects the dots and helps you get what’s yours.

Our Master Brokerage accesses hundreds of companies for your perfect competitive advantage. Optimize retirement savings, Social Security and Medicare. Protect what you love with the best life insurance, long-term care, special needs, or veteran benefits planning. From health insurance to debt elimination, we got your back.

Here now and in the future, your agent takes time to listen, personalize and care about you.

Let’s begin. Schedule some time.

Select Your Location

UTAH

IDAHO

NEVADA

WASHINGTON

OREGON

Medicare & Health Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Locations

UTAH

IDAHO

NEVADA

WASHINGTON

OREGON

Client Reviews

Dennis


Our agent Jerry Olsen has saved us a ton of money on our insurance. One of his biggest assets is that he comes to our house every year to see we are covered by the right insurance plan for Medicare. If there is a better plan that year, he will change us to that plan to optimize our benefits. Our medication plan is saving us lots of money. Glad we are with Legacy.

Dennis


Our agent Jerry Olsen has saved us a ton of money on our insurance. One of his biggest assets is that he comes to our house every year to see we are covered by the right insurance plan for Medicare. If there is a better plan that year, he will change us to that plan to optimize our benefits. Our medication plan is saving us lots of money. Glad we are with Legacy.

Kay


Kristopher Wilson is literally the best agent that we have ever had!! He is very knowledgeable, presents several options and has saved us hundreds if not thousands of dollars. Highly recommend him, especially for seniors or anyone else looking for the best deal on health insurance or financial services.

Kay


Kristopher Wilson is literally the best agent that we have ever had!! He is very knowledgeable, presents several options and has saved us hundreds if not thousands of dollars. Highly recommend him, especially for seniors or anyone else looking for the best deal on health insurance or financial services.

Dan


I have known Mr. Bennett for 35 years and have always found him to be a consummate professional. When he entered this industry, he developed an immediate mastery of his craft, and was able to put his talents to use to benefit numerous friends of mine. His advice and execution of my personal account has been flawless and I couldn’t imagine engaging anyone else for these types of services.

Dan


I have known Mr. Bennett for 35 years and have always found him to be a consummate professional. When he entered this industry, he developed an immediate mastery of his craft, and was able to put his talents to use to benefit numerous friends of mine. His advice and execution of my personal account has been flawless and I couldn’t imagine engaging anyone else for these types of services.

Nancy

I highly recommend Legacy Insurance and Financial Services for your health insurance and other insurance coverage. Nate Billeter has been my agent for several years and has kindly helped and guided me in my questions and concerns regarding my health insurance. He has taken the stress out of a scary and confusing situation and put my mind at ease!

Nancy

I highly recommend Legacy Insurance and Financial Services for your health insurance and other insurance coverage. Nate Billeter has been my agent for several years and has kindly helped and guided me in my questions and concerns regarding my health insurance. He has taken the stress out of a scary and confusing situation and put my mind at ease!

Brayan

Tammy Stoner that works for Legacy was awesome in helping me sign up for Medicare!!! She worked with me through some problems and stayed on it every day till all the kinks were worked out!!! I would highly recommend her and Legacy for all Senior benefits!!!!

Brayan

Tammy Stoner that works for Legacy was awesome in helping me sign up for Medicare!!! She worked with me through some problems and stayed on it every day till all the kinks were worked out!!! I would highly recommend her and Legacy for all Senior benefits!!!!

Barb

Tom MacDonald is fabulous! He has served the residents of Canterbury Court by giving wonderful presentations about end of life decisions and most recently about Open Enrollment. He had assisted several residents personally. He was immensely generous to our folks by donating pies for their bazaar and bake sale!! Huge kudos to Legacy and Tom!

Barb

Tom MacDonald is fabulous! He has served the residents of Canterbury Court by giving wonderful presentations about end of life decisions and most recently about Open Enrollment. He had assisted several residents personally. He was immensely generous to our folks by donating pies for their bazaar and bake sale!! Huge kudos to Legacy and Tom!

Jan


Lori was such a great help in educating me about the very difficult to understand Medicare system and all the options. Her questions about what I felt I needed based on my past and current health needs, helped me feel confident that I picked the best coverage for me. Last year before the opportunity to make changes period, she was available for a couple of questions. Thanks Lori for always being there!

Jan


Lori was such a great help in educating me about the very difficult to understand Medicare system and all the options. Her questions about what I felt I needed based on my past and current health needs, helped me feel confident that I picked the best coverage for me. Last year before the opportunity to make changes period, she was available for a couple of questions. Thanks Lori for always being there!

L B

Gary Carroll has handled our Medicare options for many years.

He is knowledgeable regarding new and changing benefit requirements and ensures we make the best decisions for our circumstances. He also provided affordable options for our life insurance.

I appreciate Gary so much, and highly recommend his services.

L B

Gary Carroll has handled our Medicare options for many years. He is knowledgeable regarding new and changing benefit requirements and ensures we make the best decisions for our circumstances. He also provided affordable options for our life insurance.

I appreciate Gary so much, and highly recommend his services.

UTAH

IDAHO

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WASHINGTON

OREGON

Client Reviews

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