Planning for longevity isn't just about money — it's about making sure your future quality of life is protected. We spend a lot of time planning for what

Ten years. Two charities. One tournament that started in a rainstorm. Here's why the RMC Open is one of our most meaningful traditions. What happens when a

The best time to understand your coverage is always before disaster strikes. This episode is where to start. What happens to your business when disaster forces

The Right Retirement Account Depends on Where Your Employees Are in Their Career In this episode of The Legacy Lab, Ashley and Megan break down one of the most

A Fans-First Philosophy and What It Means for Your Risk Strategy In this episode of The Legacy Lab, we take a creative turn by looking at what one of the most

Liability Risk Goes Far Beyond the Obvious In this episode of The Legacy Lab, Megan Davis and Ashley Simpson answer the most common Property & Casualty

Think You Missed the 2025 Retirement Planning Window? Think Again. Many business owners assume that once the calendar year ends, so do their opportunities to

Are You Paying Too Much—or Missing Critical Coverage? Many business owners assume their insurance coverage is “set”—until a claim reveals costly gaps or

Welcome to Season Two of the Legacy Lab! In this episode of The Legacy Lab, Megan Davis and Ashley Simpson answer the most common Property & Casualty insurance

Are you over-insured, under-protected… or both? In this episode of The Legacy Lab, hosts Megan, Ashley and Tom dig into a critical issue many business owners