What Legacy Wealth Partners does

Legacy Wealth Partners is a private financial services firm operating as a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), headquartered in Tampa, Florida, with a secondary office in Orlando. Founded in 2004 as Levin Financial Group and rebranded in 2015, the firm is led by President and CEO Michael J. Levin. It distributes insurance, investment, retirement, and estate planning products through a network of 50+ independent Financial Services Representatives operating across 15 Florida locations, with insurance licenses in 40+ jurisdictions and securities registrations in 45+ jurisdictions including Puerto Rico.

The firm offers a comprehensive product suite spanning life insurance (term, whole, universal, variable universal, survivorship), long-term care and disability income insurance, annuities, mutual funds, IRAs, 529 college savings plans, and trust services, supplemented by interactive financial calculators and a content-driven resource center. For business clients, the firm provides succession planning, key person insurance, executive benefits, and group retirement plans. All securities, investment advisory, and financial planning services are offered through registered representatives of MML Investors Services, LLC, Member SIPC, with regulatory oversight provided by MassMutual.

Legacy Wealth Partners generates revenue primarily through commissions on insurance and securities products and fees for financial planning and advisory services. Its Financial Services Representatives are independent contractors compensated based on production and product mix, with the firm earning override revenue tied to agency-level performance. The firm's competitive position is supported by its MassMutual affiliation, multiple Chairman's Trophy awards (Bronze 2015, Silver 2018 and 2021), and a leadership team holding advanced designations such as CFP, CIMA, AIF, RICP, ChFC, and ChSNC.

Name

Legacy Wealth Partners

Legal name

Legacy Wealth Partners

Website

https://thelegacywealthpartners.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

Legacy Wealth Partners is a private MassMutual general agency headquartered in Tampa, Florida, distributing insurance, retirement, and investment products through 50+ independent Financial Services Representatives serving individuals, families, and business owners across Florida and 40+ jurisdictions.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Personal & Family Trust Services (FSAAANAA), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Financial planning services
• Retirement planning solutions
• Life insurance products
• Wealth management advisory
• Investment advisory services

Headquarters

HQ city

Flushing

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning and Advisory Services: Revenue is generated through commissions on insurance products (life insurance, annuities, long-term care insurance) and securities (mutual funds), as well as fees for financial planning and advisory services. Financial Services Representatives are independent contractors compensated based on their production and product mix.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Legacy Wealth Partners is a financial services firm operating as a general agency of MassMutual. It sells insurance products (life, long-term care, disability income), investment and retirement products (annuities, mutual funds, IRAs, 529 plans), estate planning services (trusts), and business services (succession planning, employee benefits, executive benefits) through independent Financial Services Representatives. The firm also provides fee-based financial planning and advisory services delivered through MML Investors Services, LLC.

Product overview

Legacy Wealth Partners is a financial advisory firm offering a comprehensive suite of financial planning products and services. The firm operates as a platform of financial planning tools and advisory services organized around core areas: retirement planning (including IRAs, annuities, and mutual funds), insurance solutions (life insurance, long-term care, disability income), estate planning (trust services), and business services (succession planning, employee benefits). Key digital offerings include interactive calculators (Social Security Tax Estimator, Portfolio Duration Calculator) used as planning tools for client engagement. The product portfolio is distributed through Financial Services Representatives affiliated with MassMutual.

Differentiator

Problem solved

Functional benefit

Products and services

• 529 College Savings Plans Tax-advantaged savings plans for higher education expenses including tuition, room, board, fees, books, supplies, and equipment. Includes college savings plans and prepaid tuition plan options, distributed to individuals and families.
• Annuities Tax-deferred investment contracts providing guaranteed income streams. Includes immediate annuities (income within 12 months) and deferred annuities (accumulation for future income), with both fixed and variable options, sold to individuals seeking retirement income.
• Mutual Funds Professionally managed portfolios of stocks, bonds, or other securities that pool money from multiple investors with common financial goals, offered to individual and family clients.
• Trust Services Fiduciary arrangements through which trustees manage assets for beneficiaries, including investment management, tax reporting, cash management, and asset distribution, provided to individuals and families.
• Individual Retirement Account (IRA) Tax-deferred personal savings accounts for retirement including Traditional IRA, Roth IRA, Coverdell Education Savings Account, and SIMPLE IRA options, sold to individuals and families.
• Term Life Insurance Coverage for a set period of time at generally lower cost than permanent insurance, with option to convert to a permanent policy, offered to individuals and families.
• Whole Life Insurance Permanent life insurance with guaranteed fixed premiums, guaranteed death benefit, and guaranteed cash value growth with living benefit options, offered to individuals and families.
• Universal Life Insurance Permanent life insurance providing lifetime death benefit protection with flexibility in coverage amounts and premium payments, offered to individuals and families.
• Variable Universal Life Insurance Permanent life insurance with investment component allowing allocation among variable investment options and a guaranteed principal account, offered to individuals and families.
• Survivorship Life Insurance Permanent life insurance covering two people on one policy, paying death benefit after both have died, typically at lower cost than two individual policies, offered to couples and families.
• Long Term Care Insurance Coverage for services and support to help meet personal care needs over extended periods, including help with Activities of Daily Living (ADLs), offered to individuals and families.
• Disability Income Insurance Coverage that replaces a portion of income during extended periods of sickness or injury to protect financial future, offered to individuals and business owners.
• Business Succession Planning Planning services to ensure smooth business transition in the event of death or disability of an owner, addressing succession and estate tax issues, delivered to small and mid-sized business owners.
• Executive Benefit Programs Benefit programs designed to assist in recruiting and retaining executives, including group retirement products and executive group life insurance, delivered to small and mid-sized businesses.
• Employee Retirement Plans Group retirement products and services to help businesses maintain long-term retirement strategies for employees, delivered to small and mid-sized businesses.

Quantifiable outcome

• Silver Chairman's Trophy from MassMutual for outstanding agency performance (2018 and 2021)
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• MassMutual (MML Investors Services, LLC)coreChannel Partner/ Reseller/ DistributorLegacy Wealth Partners operates as a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. The partnership provides access to MassMutual's product suite including life insurance, annuities, and investment products, along with regulatory oversight and platform infrastructure.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/lwpmassmutual
• Facebookfacebook.com/thelegacywealthpartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy Wealth Partners