Susan Joppien

Licensed Insurance Professional

With over four years in the insurance sector and a background in nursing, Susan offers a unique blend of medical expertise and empathetic service at Legacy Insurance. She is dedicated to crafting personalized insurance plans that align closely with each client's health needs and life goals. Her approach includes a distinctive follow-up quiz to ensure clarity and understanding, reinforcing her commitment to informed decisions through transparent communication.

Susan upholds a trust-based relationship with clients, influenced by her lifelong values of reliability and honesty. Outside of work, she is passionate about environmental conservation and animal welfare, engaging in outdoor activities and continuous learning to stay ahead in her field.

At Legacy, Susan delivers more than just insurance; she provides peace of mind and a commitment to health and wellbeing that makes a lasting impact on her clients’ lives.

Susan Joppien

Licensed Insurance Professional

With over four years in the insurance sector and a background in nursing, Susan offers a unique blend of medical expertise and empathetic service at Legacy Insurance. She is dedicated to crafting personalized insurance plans that align closely with each client's health needs and life goals. Her approach includes a distinctive follow-up quiz to ensure clarity and understanding, reinforcing her commitment to informed decisions through transparent communication.

Susan upholds a trust-based relationship with clients, influenced by her lifelong values of reliability and honesty. Outside of work, she is passionate about environmental conservation and animal welfare, engaging in outdoor activities and continuous learning to stay ahead in her field.

At Legacy, Susan delivers more than just insurance; she provides peace of mind and a commitment to health and wellbeing that makes a lasting impact on her clients’ lives.

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.