Partner’s Legacy is dedicated to empowering individuals, families, and businesses with personalized insurance solutions that provide peace of mind and financial security.
Our Story
Since its inception in 2022, Partner’s Legacy has been a trusted partner for individuals and families seeking reliable insurance solutions. Inspired by her passion for helping others, Rita Morales, a licensed life and health insurance agent, established the company with a mission to simplify complex decisions and provide clarity in a crowded marketplace.
In 2023, Partner’s Legacy expanded its offerings to include Medicare services, ensuring that clients have access to comprehensive healthcare guidance during critical stages of their lives.
At Partner’s Legacy, our mission is to provide financial security and peace of mind to families across America. Guided by integrity, personalization, and commitment, we aim to help you build savings, protect your loved ones, and achieve your long-term goals.
Our vision is to be recognized as a trusted leader among life insurance companies, dedicated to delivering exceptional service and tailored solutions that make a meaningful difference in your life.
We act in your best interest, offering transparent and ethical advice.
Every client has unique needs. We provide tailored solutions designed to meet your specific goals.
Your peace of mind is our priority. We are here to guide you every step of the way.
With over two years of experience in the insurance industry, Rita Morales has built a reputation for professionalism and empathy. As a licensed life and health insurance agent and Medicare expert, she works tirelessly to help clients navigate their options with confidence.
Her personal approach and dedication to her clients’ well-being have made her a trusted name in the industry.
In 2023, Partner’s Legacy expanded its offerings to include Medicare services, ensuring that clients have access to comprehensive healthcare guidance during critical stages of their lives.
From life insurance to Medicare plans, we simplify complex choices.
Our services are customized to align with your personal and financial needs.
Based in Ocala, Florida, Partner's Legacy proudly serves clients locally and beyond.
We are proud to partner with reputable organizations and maintain certifications that demonstrate our commitment to excellence:
At Partner’s Legacy, I believe that trust is the foundation of every relationship. My goal is to provide you with personalized solutions that give you confidence in your future. Thank you for allowing us to be a part of your journey to financial security.
— Rita Morales, Founder
Disclaimer: Partner’s Legacy is not affiliated with or endorsed by Medicare or any government agency. We do not offer every plan available in your area. Currently we represent 9 organizations which offer 57 products in your area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options.
