• Welcome to Legacy Solutions, LLC!

    We’re thrilled you’re here!

    Legacy Solutions, LLC is an Independent Marketing Organization with a purpose of serving independent agents on a local and national basis. We bridge the gap between agents and insurance companies, bringing them superior products that provide the best opportunity specific to the agents’ client’s needs.

  • Living our purpose

    We are here because of our agents and their clients. We help agents with niche products. Every carrier has their niche. One product is not a fit for all, EVER. We work to find the right product for each case an agent comes across. Our full-service insurance marketing organization (IMO) strives to represent multiple carriers that offer new and competitive product lines in the life, health, and annuity space.

    We strive to achieve the highest possible standards in all that we do. Our number one priority and commitment is to offer, always, a world-class service which enables our agents and clients to increase their business and reach sales targets.

  • Our Culture

    At the core, Legacy Solutions, LLC is built around integrity, honesty, authentic relationships partnered with a relentless drive to succeed. Our family cares for one another, our employees, our contracted agents, and the clients they serve.

  • How Legacy Solutions got its start

    Pat Raitt, our CEO and President of Legacy Solutions got licensed at the age of 20 in the year of 1982. Throughout the last 39 years he’s done the following:

    • Made Vice President’s Club and Runner Up for Rookie of the Year at Security Mutual Life of Nebraska.

    • Promoted to a field supervisor in the home office of Security Mutual Life of Nebraska where he spent one year before being promoted to the General Agent in Minneapolis, Minnesota where he started Raitt and Associates.

    • From there, he moved Raitt and Associates to Columbus, Nebraska and formed Nebraska Financial Group Inc. in 1994.

    • From 1995 to 1997, Pat was the Branch Manager for Bankers Life and Casualty Company.

    • In 2002, Pat formed a partnership with two others and became the Cofounder and Managing Partner of Premier Life and Annuities in Norfolk, Nebraska.

    • Throughout his career, Pat served as the Secretary/Treasurer, Vice President, and President of the Platte Valley Life Underwriters Association, while also serving as the state chairman of the American Health Insurance Association (AHIA). Later, he served on the management committee for LTA Marketing and on the agent advisory board for the First Catholic Slovac Ladies Association (FCSLA).

    • Fast forward to July of 2012 when Nebraska Financial Group Inc. purchased Legacy Financial Services of Siouxland in South Sioux City, NE. At that time, the name was changed to Legacy Solutions, LLC.

    • Five months later, on December 30, 2012, Pat, Cofounder and Managing Partner of Premier Life and Annuities sold his interest in Premier to his partners to concentrate 100% of his time to Legacy Solutions, LLC.

    • Fast forward to today, all four of Pat’s children; Nick, Jon, Andrew, and Shannon have joined him in growing Legacy Solutions, LLC.

  • LEADERSHIP

    With our team’s 50+ years of insurance industry experiences, our two generations family-owned business represents many of the industries' leading carriers in the life, health, and annuity space increasing the likelihood you will find the perfect policy match for your clients.