About SR Legacy
An independent insurance brokerage in Fort Lauderdale, Florida, built around plain-language conversations.
Our story
SR Legacy LLC is an independent insurance brokerage based in Fort Lauderdale, Florida. We help individuals and families look at life insurance, retirement income and legacy planning options, and understand them before they decide.
Because we are brokers, we are not tied to a single insurance company. We compare options from multiple carriers and talk through what fits. We are licensed in 20 states, with more being added as we grow.
How we work
Plain language
We explain products clearly, including what they cost and what they do not do.
No pressure
You can say no at any point.
Licensed only
We only discuss products we are licensed to offer in your state.