At Your Legacy Benefits, the goal is simple: empower individuals with clear, independent guidance so they can make informed choices about their Medicare, life insurance, and long-term care options. With decades of experience in solution-based decision-making, the focus is on education, not sales.
I believe you deserve more than just sales pitches and advertisements—you deserve clear, independent guidance tailored to the unique needs of you and your family.
This isn’t just about insurance—it’s about securing your health, future, and legacy with confidence.
Wherever you are in you are legacy planning, turning 65, living with a disability, or caring for a special needs child, each comes with big decisions, and navigating Medicare and life insurance can feel overwhelming. Many people, even those who have spent decades making smart financial choices, find themselves unsure of where to start. Too often, those decisions are influenced by TV ads or sales pitches from strangers—but it doesn’t have to be that way.
For families with special needs children, planning for the future is even more critical. Ensuring long-term security requires careful coordination between insurance, legal advisors, and financial planning. Through collaboration with legal professionals, we help set up Special Needs Trusts to protect a child’s future while preserving essential benefits.
As an independent advisor, the priority is your needs, your goals, and your future. Whether it's understanding the differences between Medicare plans, exploring life insurance options, or planning for long-term care, the right guidance makes all the difference.
This is about more than just insurance—it’s about protecting your health, your future, and your legacy.
Let’s find the right plan together—on your terms.
Medicare Advantage, also called Medicare Part C, combines the benefits of Original Medicare (Part A and Part B) into a single plan with additional coverage, like dental, vision, hearing, wellness, and more.
Medicare Supplement, or Medigap, bridges the coverage gap left by Original Medicare (Part A and Part B) and covers costs like deductibles, copayments, and coinsurance.
Medicare Part D Prescription Drug Plans (PDP) work in tandem with Original Medicare (Part A and Part B) and Medicare Advantage plans to provide prescription drug coverage.
Dental and vision plans are additional ancillary products beneficiaries can purchase (as standalone or part of Medicare Advantage) since they are not included in Original Medicare (Part A and Part B) coverage.
Visit my scheduling tool and select a time for us to discuss your insurance and family legacy planning needs.
By entering your email address and/or phone number above, you are giving us permission to contact you about your inquiry.
263a West Central Avenue, Springboro, Ohio 45066, United States
Website powered by AgencyBloc. The content and imagery on this site are the property of AgencyBloc and Your Legacy Benefits