The Legacy Group | Health Care & Capital Advisors

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Description

The Legacy Group is an advisory firm that strives to provide its customers with an unmet needs in the healthcare and capital markets, enabling our customers to secure their family legacy and protect future generations. Services Offered: • Medicare Supplements & Medicare Advantage Plans • Under 65 Health Insurance • Life Insurance • Annuities • Hospital indemnity • Critical illness • Cancer and life insurance plans • Dental If you would like to learn more about our services or have an interest in accessing our FMO services, please visit our website at www.lg-3.com.

Dental Classification

Disqualified · Non-dental

The Legacy Group is a retail insurance brokerage based in St Louis that sells Medicare Advantage, Medicare supplement, life insurance, annuity, and dental/vision/hearing insurance products to individuals approaching retirement; it has no acquisition, investment, or M&A advisory mandate.

The Legacy Group (lg-3.com) is an insurance brokerage/FMO selling Medicare supplements, life insurance, annuities, and dental/vision/hearing coverage plans to individual consumers — it is a vendor of insurance products, not a buyer or advisor in dental practice M&A.

Operator / Sponsor

Geography

Missouri, Arkansas, Illinois

Portfolio

Specialties

Founded

Acquiring now

No

enriched 2026-05-05

Location

St Louis, Missouri, United States

Industry

Investment Management

Investor Type

Target Sectors

Verticals

No verticals classified

Specialities

Capital Investments, Life Insurance, Health Insurance

Financials

Revenue

EBITDA

Employees

10

Founded

2012

Classify Status

Prospects

0 people

No prospects linked to this account.

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 8639Airtable: vayne_urn:li:fs_salesCompany:9386325Created: 23/04/2026