PROTECT YOUR LEGACY.
Today, Tomorrow & Beyond.
Health, Life & Legacy Planning
Protect your health, your income, & the legacy you leave behind.
At Core Legacy Group, we help individuals, families, & businesses protect what matters most—their health, their loved ones, & their future. With guidance rooted in real-world healthcare experience & deep insurance knowledge, we simplify Medicare, health insurance, life insurance, estate planning, & ancillary coverage so you can make confident decisions without confusion or pressure.
There’s no jargon. No high-pressure sales. Just honest, compassionate guidance from professionals who understand both the medical & financial sides of life’s biggest decisions.
Why choose Core Legacy Group?
Nurse-informed, insurance-backed guidance
Clear answers—no jargon or pressure
Health, life, & legacy planning in one place
Multiple carrier options
Ongoing support as life changes
Education first—no pressure
Legacy-focused planning with purpose
Services
Personalized coverage and planning for every stage of life.
We help you protect what matters most with clear, tailored recommendations—never one-size-fits-all products.
Medicare Guidance
We simplify Medicare by assessing your coverage needs, comparing plans, & breaking down the costs.
New to Medicare?
Medicare Advantage & Prescription Plans
Medicare Supplement Plans
Annual Enrollment Options
Health Insurance Guidance
We help individuals & employers compare plans, evaluate coverage needs & understand costs.
Individual/Family
ACA Marketplace Options
Short-term & gap coverage
Group Coverage Options
Life Insurance Strategies
Design protection that supports your loved ones, replaces income, & aligns with your long-term goals.
Term & permanent life insurance
Mortgage & income replacement
Long Term Coverage/Funeral
Policy reviews & 2nd opinions
Estate & Legacy Planning
Coordinate your insurance, assets, & legal documents so your wishes are clear & your family is protected.
Revocable Trusts
Will & beneficiary review
Estate organization
Legacy strategies
Additional Services
Additional coverage that strengthens your protection exactly where you want it, available as add‑ons or stand‑alone options.
Dental/Vision/Hearing
Preventative to comprehensive dental, vision & hearing coverage made simple.
Identity Protection
Your personal data is already out there. Lock down your identity today.
Accident/Ancillary
Cash benefits paid directly to YOU when accidents or the unexpected happens.
Travel Insurance
Comprehensive travel protection that keeps you covered wherever you go.
Independent advisors.
Clear guidance.
Your best interests first.
Clarity in 60 minutes.
Most clients leave their first meeting with an action list and a clear snapshot of where they stand today.
“For the first time, I feel like everything is organized and my family is truly protected.”
“Core Legacy Group helped us review old life insurance policies, evaluate financial goals and take the steps needed to protect our family now, and for the future. Crystal explained each option in plain language and never pushed us toward something we didn’t need.”
— Sarah & Michael R., clients since 2024
READY WHEN YOU ARE
Your Health & legacy matters. Let’s protect it—together.
Why Choose Core Legacy Group?
Choosing a plan—whether for your health, Medicare, or your estate—isn’t just about forms—it’s about trust. At Core Legacy Group, we don’t just handle paperwork; we guide you through some of the most important decisions you’ll ever make for yourself and your loved ones.
You’re not rushed. You’re heard.
We’ve seen firsthand the confusion and stress that comes with planning for your health, Medicare, and your family’s future. That’s why our approach is different—personal, guided, and centered around you.
The Core Legacy Difference
Compassion-led guidance
Licensed, trusted professionals
Clear, personalized solutions
Education—not pressure
Choosing Core Legacy Group means choosing clarity today—and peace of mind for the people you love tomorrow.
Medicare Disclaimer:
Core Legacy Group and its licensed agents are independent insurance agents. We do not represent or are endorsed by the federal government or the Medicare program. We offer products from multiple insurance carriers. This website is for informational purposes only and is not a solicitation to enroll in a Medicare plan. For official Medicare information, visit www.medicare.gov.