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

It’s open enrollment season — and whether you love comparing insurance plans or dread it every year, this episode is for you. Megan Davis and Ashley Simpson

As Americans live longer than ever, retirement plans must evolve to ensure financial security, healthcare stability, and quality of life for decades. Thanks to

Reducing turnover costs and driving ROI with added benefits. In this episode of The Legacy Lab, hosts Ashley Simpson and Megan Davis sit down with Sue Nelson,

Breaking down coverage, risks, and best practices for a safer future. In this episode of The Legacy Lab, hosts Megan Davis and Ashley Simpson sit down with

Taking Control of Your Risk Strategy In this episode of The Legacy Lab, we’re diving into captive insurance—a powerful tool that can help business owners take

Health insurance is one of the biggest expenses—and biggest headaches—for business owners. But are you making decisions based on facts, or falling for common

If you offer a retirement plan, or are thinking about starting one, the SECURE 2.0 Act brings some major changes you can’t afford to ignore. In this episode of