A Welcome from the Owner

Welcome to Legacy.  I’ve had the privilege of serving many thousands of people as an independent professional, a manager, teacher, and agency builder of some of the best firms in the united states since 1980.  Over the years, our firm has grown to become the leading agency in the nation for ASB.  We have done this through the recruiting and training of talented, ethical, and hard-working professionals.

We are a career organization.  While it is common to find organizations in our field that foster part time work, we eschew anything but the full-time professional that is deeply engaged in their field.  We spend more time in training each month than some agencies do all year.  We provide our clients with a broad range of services such as education on Social Security planning, financial protection of their families and Medicare Supplement Plans.  We help families to protect spouses, children, and grandchildren.  While we serve well across the age spectrum, we specialize in services for mature adults preparing for or in retirement.  We believe we understand more about their unique needs than any other comparable firm.

As a master brokerage, we have relationships with well over 200 companies.  Our professionals and their clients select among the most competitive solutions for our client’s needs.  Clients receive the skillful service of their representative.  These talented agents are trained to work with our clients by analyzing their needs, reviewing their existing plans, and helping them to determine the best ways to meet their financial needs and goals.

I hope you get a chance to work with our company.  We believe in doing what is right for the client above and beyond all else.  Ethics is more than a word to us.  It is a way of thinking and working within a profession we enjoy.  If you would like to know more about us or have any questions that I can help with, please call us at 801-281-0066.


Perry Clark