Why We're Better
We promise to use actual data to drive the decisions that get you the best coverage and best value.
We promise to teach you how to access the full benefits of your plan.
We promise the support you need, when and how you need it.
We promise to take care of our clients' families like they are our own.
Legacy Benefits is a full service insurance and employee benefits firm. Founded in 1997, we have spent nearly two decades helping businesses take care of their employees using effective, creative, cost efficient strategies. Over that time, our systems, methods and technology have evolved to produce a reliable, consistently excellent experience for our clients while never wavering from the integrity that guides everything we do.
What Our Clients Say
As a client of Legacy Benefits for many, many years, we cannot express how much we enjoy working with their amazing team.
Legacy Benefits always has our best interest at heart and it almost feels like they are part of the crew.
In these times it is, unfortunately, quite difficult to receive great customer service, but with Legacy Benefits, that is not an issue. They truly go above and beyond for their clients on a daily basis.
I do want to tell you again how much I appreciate the service you give to me and my coworkers.
Its a pleasure to work with someone who knows their trade so well. Thank you!
Thanks for making this process so easy every year. I used to dread reviewing and deciding on health insurance policy options each Nov/Dec but you make it so easy! I’m really happy with the policy I have, it’s benefits and even the cost.
Final Rule Issued Allowing HRAs to be used for Individual Coverage During the month of June 2019, the tri-agencies issued a final rule that would allow employees to use money from their employer-funded Health Reimbursement Arrangements (HRAs) to buy individual coverage through or off the Marketplace. Additional changes for the HRA will be made through […]
The IRS has extended the deadline to file the 1095-B and 1095-C reporting under section 6055 and 6056 of the IRS code. Section 6055 requires health insurance issuers, self-insuring employers, government agencies, and other providers of minimum essential coverage to file and furnish annual information returns and statements regarding coverage provided. Section 6056 requires applicable […]
Understanding how to cope with employee meltdowns is fundamental when running a business. Situations like this can have a great impact on the workflow and workplace. It really all depends on how this situation is dealt with. Below is a helpful guide on how to approach this issue. Step 1: Support […]