Legacy Insurance and Financial Services is headquartered in Salt Lake City, Utah. Since 2006, Legacy has expanded to operate in offices throughout the Western United States, serving seniors in the states of Utah, Oregon, Washington, Nevada and Idaho. The agency specializes in Medicare Supplement and Medicare Advantage plans, indemnity policies, life insurance and annuities. As a master brokerage, Legacy maintains relationships with well over 200 companies. In 2021, Legacy served over 30,000 existing policyholders and issued over 5,000 new policies, securing more than $8 million in paid premium.