Marcus Erwin

Licensed Financial Advisor & Personal Wealth Consultant

Marcus lives in Cottonwood Heights with his wife, Courtney. He takes advantage of the outdoor activities that Utah has to offer enjoys snowboarding at the closest Ski Resort and camping. Marcus has worked in the Finance and Insurance industry for over 6 years and finds passion in helping folks with the next steps in financial planning. He has earned Manager of the Year with Legacy. Marcus enjoys helping new agents hit the ground running in their new careers.

Marcus Erwin

Licensed Financial Advisor and Personal Wealth Consultant

Marcus lives in Cottonwood Heights with his wife, Courtney. He takes advantage of the outdoor activities that Utah has to offer enjoys snowboarding at the closest Ski Resort and camping. Marcus has worked in the Finance and Insurance industry for over 6 years and finds passion in helping folks with the next steps in financial planning. He has earned Manager of the Year with Legacy. Marcus enjoys helping new agents hit the ground running in their new careers.

Medicare insurance enrollment assistance and supplemental health coverage plans for seniors - Legacy Insurance Mountain West specialists.

Medicare & Health

Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth protection and Social Security optimization strategies to maximize retirement income - Legacy Insurance financial services.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life insurance and estate planning solutions for family protection and wealth transfer - Legacy Insurance Mountain West.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted care planning and long-term care insurance consulting to protect assets and independence - Legacy Insurance Mountain West

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Medicare insurance enrollment assistance and supplemental health coverage plans for seniors - Legacy Insurance Mountain West specialists.

Medicare & Health

Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth protection and Social Security optimization strategies to maximize retirement income - Legacy Insurance financial services.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life insurance and estate planning solutions for family protection and wealth transfer - Legacy Insurance Mountain West.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted care planning and long-term care insurance consulting to protect assets and independence - Legacy Insurance Northwest.

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

About Legacy Insurance and Financial Services

Experience the power of a premier Mountain West brokerage with the heart of a local agency. At Legacy, we specialize in comprehensive retirement strategies designed to protect your income and secure your future. Our network of licensed specialists provides personal, face-to-face advocacy for every stage of your journey. Explore our services below to see how we coordinate your health, wealth, and legacy for 2026 and beyond.

Specific to Medicare Plans, We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.