Legacy Insurance & Financial Services

Unlocking Opportunities: A Master Broker The life and health #insurance industry is competitive. Partnering with Legacy is a game changer. Legacy Insurance and Financial Services is a Master Brokerage. Our relationships with over 300 carriers enable us to provide the most competitive solutions to our clients while offering a dynamic and lasting career to insurance professionals. We give our clients… • Access to over 300 carriers allows us to find the perfect coverage for our clients’ unique needs. Whether looking for personal coverage or commercial insurance, we can customize a plan that fits perfectly. • Time and money. Let us handle the research and negotiation process. We know how to navigate the insurance landscape, comparing policies and rates from multiple carriers to find the most cost-effective solutions. Our brokers leverage the most powerful programs and relationships in the industry to optimize this process and the outcome. This allows our clients to focus on what matters most while we take care of them. • Expert guidance. Of course, we stay updated on industry trends and regulations to provide informed advice. But of greater value, we have met with thousands of people. Our expertise and guidance goes beyond the academic and into the practical application with real people. We know how plans interact with the real world. We are here to use that experience on behalf of our clients and apply it over the years to their benefit. Our clients have peace of mind knowing they have the right plan - and the right person – in place. We give our financial professionals… • Access the right markets. Our agents are not pigeonholed into specialized markets that limit reach and career longevity. We focus on clients who value your time in the broad middle market with an emphasis on comprehensive retirement planning. Additionally, our nearly exhaustive range of carriers makes sure no carrier decision will pull the rug out from under your career. High rate increases? Cancelation of plans or products? You have dozens of competing carriers to replace them. Keep your career and your clients outcomes at the top. • New brokers receive significant classroom and field training to complement their individual study and certifications. Each broker is paired with a #mentor who they spend substantial time in training and field work together. It’s important to emphasize this is all in-person, daily work together, most often out of a local full-time office filled with colleagues. There is also a strong support team to assist with the heavy lifting on financial management, contracting, overhead, marketing, and more. Experience the difference with Legacy Insurance & Financial Services. www.BecauseWeProtect.com. #LocalInsuranceAgent #RetirementPlanning #MedicareAgents

To the world's greatest planners, advisors, and protectors—our moms. Wishing you a Mother's Day as serene and beautiful as the futures you envision for us. Your wisdom is our guiding light. Happy Mother's Day from Legacy! 🌷 #MothersDay #LoveAndWisdom #ThankYouMom

What a marvelous trip you guys have planned! We're looking forward to it!

We are, in partnership with our 'mother ship' FMO, the exclusive professional Comprehensive Retirement Planning firm for American Legion members! What an honor! We get to provide local, transparent, deep, and optimized help to those who served our country 😀. They deserve it!

People would be amazed at what can be attractively done with modern life insurance. Take care of the ones we love financially. But also leverage tax efficiency in your estate and much, much more.

Happy Work Anniversary to Lori Marr! #workanniversary #legacyagents #legacyinsurance #legacy #bestplacetowork

Celebrating National Women's Day All Day Every Day!🥳🙌🙏

First photo dump of the Legacy Ascender trip to Cabo last week. So much fun was had. These Legacy agents and managers work very hard to take care of people in their community. This trip was well deserved by all who were selected to go! 🙏 😍😎🥳🐢🐟🐠🐋🌴🌵

Congratulations Bridgette! 🎉

Congratulations Karson! You rock!