About Us

Legacy Health and Retirement Solutions, LLC

Serving Clients Nationwide

 

Legacy Health and Retirement Solutions, LLC is a full-service insurance and financial planning agency committed to helping you protect your health and secure your financial future. Our team of licensed professionals takes a client-first approach, offering clear, personalized guidance every step of the way.

 

We specialize in Medicare, Life Insurance, Health Coverage, Retirement Planning, and Wealth Protection. As independent brokers appointed to serve in all states, we work for you—not the insurance companies—to find the solutions that best match your unique needs and goals.

 

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What We Do:

• Medicare – Get help understanding Medicare and the benefits offered by Medicare and Private Insurance companies - whether it’s Advantage, Supplement, or Prescription Drug coverage.

• Life Insurance – Choose from term, whole life, IULs or final expense policies to protect your family and future.

• Health Coverage – Explore individual or group health plans, plus options for dental, vision, and supplemental coverage.

• Retirement Planning – Build a roadmap for long-term financial security with IRAs, annuities, and lifetime income strategies.

• Wealth Protection – Preserve your assets with smart strategies designed to protect against market loss, healthcare costs, and other risks.

 

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Why Choose Legacy?

 

We Advocate for You

We compare top-rated carriers and plans to find the best fit for your situation.

 

We Make It Simple

We break down complex options into easy-to-understand solutions tailored to your goals.

 

We Educate First

No pressure, no obligation—just helpful, honest information so you can make informed decisions with confidence.

 

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Let’s Talk

 

Schedule your free consultation today and take the first step toward clarity, confidence, and peace of mind.