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Melody Frei
Licensed Insurance Professional
Jonathan served as an accountant on both individual and business accounts over the course of twelve years before being invited to join Legacy. His steady demeanor and thorough approach has made him a foundational asset to his clients. Uniquely awarded Most Valuable Mentor at Legacy in 2015, Jonathan was asked to manage a team and was later recognized as the most talented team lead of 2016.
Jonathan was raised in Beaverton, Oregon, and received his BA in Accounting from Portland State University after a two-year mission in Argentina for his church. He moved his marvelous wife, Krista, and five children to Boise, Idaho in 2011 where they are very active in their church, and he enjoys coaching youth soccer.
About Legacy Insurance and Financial Services
Legacy is an agency of insurance professionals working primarily with those who are in or approaching retirement. We have a strong ethical commitment to serving clients through the recommendations of clear improvements in five specific areas:
Medicare
It’s confusing! We do a great deal of teaching on this subject, so our clients understand the key elements they need, to make informed decisions regarding their healthcare options.
Financial Security
We help our clients protect their financial assets by enrolling them in programs which will allow them to receive gains, take no losses, and will guarantee them a lifetime income. It’s all about safety and guarantees!
Accelerated Debt Elimination
We are not consumer credit counseling. We do no refinance debt. We help completely eliminate debt using insurance products. We show our clients how to pay off all their debt, including the mortgage, in less than 9 years on average, without spending more than they are right now.
Long-Term Care
Using insurance to cover some or all the costs of long-term care provides continued freedom of choice as well as additional asset protection.
Life Insurance
Whether the goal is to provide a legacy or simply cover final expenses, we have many excellent options from highly rated, long-standing insurance companies.
Melody Frei
Licensed Insurance Professional
A life-long Idahoan, Melody has a passion for assisting Idaho and Oregon residents with their Medicare needs. As a licensed insurance agent, she works primarily with those ages 65 and above and spends the time to serve Social Security recipients in the areas of Medicare supplements, asset protection, long-term care, and life insurance. Having had to lead her own family through the complexity of Medicare, she brings an element of empathy and insight into guiding seniors so they can make informed decisions and step into retirement with confidence. She strongly believes in advocating for her clients and lives by the golden rule: Treat others the way you want to be treated. Melody lives in Boise with her husband, loves to spend spare time with her two daughters, Kayla and McKenna and is a bad but enthusiastic dancer.
About Legacy
Legacy is an agency of insurance professionals working primarily with those who are in or approaching retirement. We have a strong ethical commitment to serving clients through the recommendations of clear improvements in five specific areas:
Medicare
It’s confusing! We do a great deal of teaching on this subject, so our clients understand the key elements they need, to make informed decisions regarding their healthcare options.
Financial Security
We help our clients protect their financial assets by enrolling them in programs which will allow them to receive gains, take no losses, and will guarantee them a lifetime income. It’s all about safety and guarantees!
Accelerated Debt Elimination
We are not consumer credit counseling. We do no refinance debt. We help completely eliminate debt using insurance products. We show our clients how to pay off all their debt, including the mortgage, in less than 9 years on average, without spending more than they are right now.
Long-Term Care
Using insurance to cover some or all the costs of long-term care provides continued freedom of choice as well as additional asset protection.
Life Insurance
Whether the goal is to provide a legacy or simply cover final expenses, we have many excellent options from highly rated, long-standing insurance companies.
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Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D 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 your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
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