Legacy Insurance Brokers, LLC.

Legacy Insurance Brokers, LLC. Legacy is an independent insurance brokerage specializing in longevity products for ROTH Conversions and Lifetime Income

Legacy Insurance Brokers, LLC is not affiliated with any plan or endorsed by any government entity or agency. We connect individuals with insurance providers and other affiliates (collectively, “Partners”) to give you, the consumer, an opportunity to get information about insurance and connect with licensed insurance agents.

05/21/2026

Is your Safe Money making 5% at the bank ? If not time to act and lock in 5.1% Fixed rates for the next 5 years before Rates Go Down .
No Upfront cost ,No Annual Cost , No up and down stock market risk just simple tax deferred compound interest with an A+ rated company .
For details contact Cathy Portanova at Legacy these rates will not last .
800-427-9781

Here is the new podcast from Smart Financial Lifestyle featuring Mara Ramirez from Hartford, CT who built a multi millio...
05/19/2026

Here is the new podcast from Smart Financial Lifestyle featuring Mara Ramirez from Hartford, CT who built a multi million dollar business serving senior citizens with their insurance needs.

Most families aren’t failing because they’re lazy. They’re failing because nobody taught them how money actually works.Debt is exploding. Healthcare is unaff...

04/20/2026

Next stop is Leominster Ma for 2 more nights of Smart Financial Lifestyle seminars on Estate Planning and Taxes

If you have a Trust and an IRA you have a Problem

April 28 and April 29
Contact Cathy Portanova to reserve a spot these meetings have limited space

1-800-427-9781
[email protected]

Next "If you have a trust as part of your estate plan and have an IRA, you have a Problem" seminar scheduled for Wednesd...
03/26/2026

Next "If you have a trust as part of your estate plan and have an IRA, you have a Problem" seminar scheduled for Wednesday, April 8th at 110 Grill in Braintree, MA. Register under events at https://www.legacyinsurancebrokersllc.com/

Address

1500 West Park Drive Suite 100
Westborough, MA
01581

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15084829336

Website

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