Our Services
At The Legacy Connection, legacy guides everything we do. We take the time to understand your vision and design clear jargon free strategies that evolve with your life. With expert support and ongoing care, we help you focus on today while building the lasting legacy you envision.
Life Insurance
Protect the people you love with peace of mind that lasts.
Whether you’re looking for affordable term insurance or permanent policies that grow with you, we help you understand your options and choose coverage that makes sense for your stage of life. We also help you prepare your family with the information they’ll need if something happens — because protecting your legacy means more than just a payout.
Need help deciding what’s right for your family? We’ll walk you through it.
Health Insurance
Health care shouldn’t be confusing or unaffordable.
From Marketplace (ACA) plans to supplemental options that fill in the gaps, we help you access quality coverage without breaking the bank. Whether you’re self-employed, in between jobs, or simply need something better, we make sure you’re covered for the care you actually need.
Let’s find the right plan that fits your health and your budget.
Medicare (Over 65)
Turning 65? Let’s make Medicare simple.
Navigating Medicare can feel overwhelming, but it doesn’t have to be. Whether you’re new to Medicare, comparing Advantage vs. Supplement plans, or reviewing prescription coverage, we’ll walk you through the process step-by-step. Our goal is to make sure you get the coverage you need without overpaying or missing important enrollment deadlines.
We’ll help you confidently choose a Medicare plan that fits your health, lifestyle, and budget.
Retirement Planning
The future doesn’t plan itself — but we can help.
You’ve worked hard. Now it’s time to make sure your money works for you. We help you roll over old 401(k)s, set up fixed annuities, and explore safe money strategies that protect what you’ve saved and give you steady income later. Even if you’re late to the game, it’s never too late to build a smart retirement plan.
Schedule a review and let’s make a plan that fits your goals.
Group Benefits
Support your team with coverage that works for everyone.
We help you build customizable group benefit plans that fit your budget and support your employees’ health, wellness, and financial security. Options include health, dental, vision, life insurance, disability, and more — so you can offer meaningful coverage that fits your company culture.
Not sure where to start? We’ll help you design a plan that makes sense for your team.
Legacy & Life Organization
Leave your loved ones a gift of clarity, not chaos.
Our Legacy Life Book and digital tools help you organize all your important information — medical wishes, insurance details, financial accounts, passwords, and more — so your family isn’t left searching when it matters most. It’s your legacy, made simple and secure.
Ask about our workbook and digital planning tools.
What Our Clients Say
