Legacy Wealth
Partners is now The
Colony Group

We are excited to join our friends and colleagues at The Colony Group! Together, we are a stronger team with complementary capabilities to help our clients find meaning and joy in their lives. Our personal relationships with our clients will remain the foundation and future of our firm -
Welcome to our new home!

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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
 
Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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