Your Local Professional
Comprehensive
Retirement Planning
Your Local Professional for
Comprehensive
Retirement Planning
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.
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.
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Why Our Clients Love us?
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.
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!
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!
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.
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Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every 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 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Site managed by Full Flex Marketing.
Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every 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 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Site managed by Full Flex Marketing.