Lori Marr

Licensed Insurance Professional

Lori is a dedicated insurance professional with a mission to help Idaho residents protect their life, health, and wealth. With over a decade of experience, she specializes in serving individuals aged 59 and above, particularly Social Security recipients. Lori's expertise lies in Medicare, financial asset protection, long-term care, and life insurance. She prioritizes educating her clients to empower them to make informed decisions and only recommends changes when it benefits them directly. This commitment to service has fostered strong, long-lasting relationships with a diverse clientele.

Lori Marr

Licensed Insurance Professional

Lori is a dedicated insurance professional with a mission to help Idaho residents protect their life, health, and wealth. With over a decade of experience, she specializes in serving individuals aged 59 and above, particularly Social Security recipients. Lori's expertise lies in Medicare, financial asset protection, long-term care, and life insurance. She prioritizes educating her clients to empower them to make informed decisions and only recommends changes when it benefits them directly. This commitment to service has fostered strong, long-lasting relationships with a diverse clientele.

About Legacy Insurance and Financial Services

Your trusted local guide to retirement planning. No call centers, no brand reps—just me, your dedicated agent, here to help you connect the dots and claim what’s yours. Backed by a Master Brokerage with access to hundreds of top-rated companies, I tailor strategies that optimize your retirement savings, Social Security, Medicare, and more. Whether it’s life insurance, long-term care, veteran benefits, or debt elimination, I’m here to protect what matters most. I listen, personalize, and stay by your side—today and into your future. Let’s begin.

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

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

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

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