Legacy has become renowned for helping families across the West protect their assets and financially prepare for retirement. Founder Wayne Gray entered the insurance industry in 1980 and spent nearly three decades contributing to the growth of some of the nation’s largest agencies. In 2006, he launched Legacy by utilizing the best practices of high-touch service and extensive agent training he had developed earlier in his career. Wayne’s son, Larry, joined the company in 2008, following over a decade of service as an infantry officer and a tour of active duty in Iraq. Larry assumed executive leadership soon after and has been a driving force behind Legacy’s impressive annual growth, which reached 46 percent in 2021. Legacy also enjoys one of the industry’s strongest agent retention rates through a highly effective hybrid model of training systems and mentorship.
Who Are We?
Legacy Insurance & Financial Services is a premier regional brokerage dedicated to protecting the health and wealth of seniors throughout the Mountain West. As an Integrity-backed company, our team of licensed local strategists specializes in navigating the unique complexities of Medicare, Social Security optimization, and long-term financial protection within our communities.
Unlike national call centers, we focus on high-level professional expertise and personalized care. Our commitment ensures that every neighbor we serve receives a tailored retirement roadmap backed by partnerships with over 200 top-rated insurance carriers. Whether you are transitioning to Medicare in Utah or securing your legacy in the surrounding states, we provide the localized integrity and excellence you deserve.
Experience the Legacy Difference: Integrity-Driven Senior Solutions
Excellence and Ethics in Every Medicare & Retirement Strategy
At Legacy Insurance & Financial Services, ethics isn’t just a buzzword—it’s the cornerstone of our regional brokerage. We believe in providing unbiased, client-first guidance that exceeds expectations. Our mission is to simplify the complexities of senior benefits, ensuring you feel confident and secure in your choices.
If you are ready to move past the confusion of "one-size-fits-all" plans, our licensed Mountain West strategists are here to help. From Medicare Advantage and Supplement comparisons to comprehensive Social Security timing, we invite you to experience a higher standard of service. Contact us today to secure your future with integrity and excellence.
