Legacy Brokers, LLC

Legacy Brokers, LLC Legacy Brokers is here to help independent insurance agents build, protect and preserve their book of business.

Yesterday was exactly what I needed.The KC Benefits & Insurance Summit delivered in every way.Great speakers, real conve...
06/05/2026

Yesterday was exactly what I needed.

The KC Benefits & Insurance Summit delivered in every way.

Great speakers, real conversations, and the kind of energy in a room that reminds you why you chose this industry in the first place.

I left with pages of notes and a long list of things I am ready to put to work.

The sessions on fiduciary responsibilities and cost containment alone were worth the day.

Courtney Krusemark's perspective on wellness, Phil Ledgerwood’s presentation on AI strategy, Nick Karls breaking down the legal landscape, Josh Schreiner’s self-funded strategies session, Joe Bush’s take on data, and Justin Fallein’s overview of high-performance networks — sharp people sharing sharp ideas.

There is something about spending a full day learning alongside peers that resets your perspective.

I walked in focused. I walked out invigorated.

Now comes the fun part, taking what I learned and bringing it back to the brokers and clients we serve every day.

To everyone who was there yesterday, it was great to meet you and spend the day in the same room.

Now I want to hear from you.

If you attended the KC Benefits & Insurance Summit, what was your biggest takeaway?

Drop it in the comments.

06/04/2026

Today is the day.

The KC Benefits & Insurance Summit is here, and I could not be more fired up to be part of it.

We’re going to talk about fiduciary responsibilities, self-funding, and cost containment. These are conversations that separate good brokers from great ones.

I’m excited to be in a room full of people who take this industry seriously and I plan to walk out more equipped to take on the busy season than I walked in.

If you registered, I cannot wait to meet you.

Find me. Let's connect.

See you at the Hyatt Place Lenexa Conference Center.

The event is tomorrow!The KC Benefits & Insurance Summit was built around one question: what do brokers and consultants ...
06/03/2026

The event is tomorrow!

The KC Benefits & Insurance Summit was built around one question: what do brokers and consultants need to thrive in today’s market?

Earn CE credits across two dedicated tracks tailored to your area of practice.

June 4, 2026 | Hyatt Place Lenexa

More info at http://kcbisummit.com

06/01/2026

The KC Benefits & Insurance Summit is this week!

June 4th

Lenexa Conference Center

Doors open at 7:30am.

If you're still on the fence, here's the reality: this room is going to be full of the brokers who want to help clients build strategy around risk instead of chasing rates.

Register now at http://kcbisummit.com

05/29/2026

Employers think saying yes is the finish line, but networks, pharmacy benefit managers, telemedicine vendors, case management systems, and eligibility file feeds take time to build.

Carrier-based plans have an ecosystem advantage.

Custom self-funded plans have a lot more moving parts.

Set the right expectation early, or your client's first experience is an employee getting turned away at the pharmacy counter.

05/28/2026

COBRA is the Lego you step on at the end of the process.

You've got a great quote, the employer said yes, you're ready to install, and then someone mentions two employees who've been on COBRA for six months.

Suddenly you're starting over. FSA, HSA, HRA, payroll integration, these aren't afterthoughts.

It’s vital to ask about them in the discovery meeting to help avoid problems on the back end.

I believe the discovery meeting sets the tone for everything that follows.These five questions help agents get the infor...
05/27/2026

I believe the discovery meeting sets the tone for everything that follows.

These five questions help agents get the information they need before a quote gets run, reducing surprises at submission and keeping the installation process on track.

A little more time upfront goes a long way toward a smoother case from start to finish.

KC Benefits & Insurance Summit📅 June 4, 2026🕰️ 7:30am – 4:30pm📍 Lenexa Conference CenterCE sessions covering cost contai...
05/25/2026

KC Benefits & Insurance Summit

📅 June 4, 2026

🕰️ 7:30am – 4:30pm

📍 Lenexa Conference Center

CE sessions covering cost containment, high-performance networks, AI in benefits, compliance updates, and data-driven decision making.

Register now: http://kcbisummit.com

05/22/2026

In a fully insured plan, a healthy year generates profit for the carrier.

In a self-funded plan, that same healthy year can work in the employer's favor.

Unused claims dollars don't disappear into a pool, they stay with the employer.

05/21/2026

HSA plans used to be an easy sell.

The rate differential made the math easy.

Then the ACA squeezed the sloping and that gap nearly disappeared in the fully insured world.

But in self-funded territory, the rules change.

Carriers can underwrite the case, adjust for demographics, and the disparity between an HSA and a copay plan opens back up.

Watch the clip for more.

Address

15301 W 87th Street, Ste 275
Lenexa, KS
66219

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19136310102

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