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LEGACY PLANNING LLC
Medicare Planning, Individual Health Insurance, Group Health Insurance
Our Clients
Medicare -
  • Individuals who are approaching age 65 and want information on how to sign up for Medicare and what options they have.
  • Individuals who are 65 and older and want an audit of their current Medicare plans.
  • Individuals that are on Medicare before age 65 due to a disability and want information on how to sign up for Medicare and what options they have.
Health Insurance -
  • Individuals and families looking for health insurance coverage both on the Marketplace and off the Marketplace.
  • Those looking for an Affordable Care Act Subsidy.
  • Individuals and families looking for a short term plan for in-between jobs.
  • Individuals who qualify for a Special Enrollment Period.
Long Term Care Insurance -
  • Individuals and couples who would like to protect their assets from a Medicaid Spenddown.
  • Individuals and couples who would like to protect their asstes from the large expense of a long term care situation.
  • Those wanting to find out more information on the different Long Term Care Options.
  • Those who already have Long Term Care Insurance, but want to review the new options.
 Life Insurance -
  • Individuals looking to protect their families from the unknown.
  • Individuals and Families that are interested in protecting land and other assets.
  • Individuals and Families that are interested in minimizing estate taxes.
  • Families that are interested in estate equalization.
  • Small Business who are interested in creating buy-sell agreements.
HomeFree QuotesHealth InsuranceMedicare PlanningCompanies We RepresentOur ClientsContact Us