Book a review
Fifteen minutes. No cost, no pitch.
We look at the coverage you already have and tell you what we see. If it is the right plan for you, that is the answer and the call ends early.
What we go through
- 01
What you have now
Your current plan, what you pay, and who is covered. If you have the plan name handy it helps, but we can work without it.
- 02
What it actually covers
Deductible, out-of-pocket maximum and how the plan splits costs — in plain language, not the summary-of-benefits version.
- 03
Your doctors and prescriptions
Checked against the current network and formulary. Networks change every year and nobody sends a notice.
- 04
What else is available
What is offered in your county, and what you would be giving up as well as gaining. Or that your plan is the right one — that happens.
Fifteen minutes, by phone or video. If it needs longer we will schedule that separately rather than keeping you on the line.
There is no charge. Plan pricing is filed with the state, so going through a broker does not raise your premium.
Do not send Social Security numbers, account numbers, policy numbers or medical details here. Anything sensitive is handled securely once we have spoken.
Rather write first? Send a questionor email Troy@legacystrategies.co.
Request your review
Send your details and we will confirm a time. If a scheduling calendar is connected you can pick a slot directly.
Legacy Strategies is an independent insurance brokerage. A review is educational and does not create an advisory relationship or constitute individualized financial, tax or legal advice. Plan availability, benefits, networks, formularies and pricing vary by state, county and carrier, and plan documents govern in all cases. Insurance products are subject to carrier underwriting and applicable state regulations.