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Legacy Lately | July 2022

A Note from Tim


We are shaping up to have the busiest year yet! With many Baby Boomers nearing retirement age we are seeing more new clients than ever before. Please read below for some important updates and news about changes at Legacy!


If you have friends or family members reaching retirement age I encourage you to invite them to attend a seminar (see below for a link) or visit with our office for a one-on-one consultation. It can be confusing and frustrating to try and navigate Medicare alone and we're here to help!

“Live in the sunshine. Swim in the sea. Drink in the wild air.” — Ralph Waldo Emerson  

Legacy Lately

July 2022

Medicare Moment

Upcoming Seminars

Have questions about Medicare? Attend one of our complimentary seminars to learn if you should enroll, what happens if you don't and what plan options are available to you.


Upcoming locations include Watertown, Chanhassen, Waconia, Glencoe and Hutchinson.


Medicare Myth-Buster

Myth: You're automatically enrolled in Medicare when you turn 65. 


This is a common misconception! In most cases, enrollment is not automatic. In order to ensure you're setting yourself up properly meet with Tim the Medicare Man!

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Save The Date: Medicare Open House

Legacy Health Insurance invites you to visit our Medicare open house. You'll have an opportunity to speak with local carrier representatives who can answer questions you may have about changes in the upcoming year!


Thursday October 6th | 10 AM - 1 PM

Island View Golf Club | Waconia, MN

How many telemarketers does it take to change a lightbulb?

(Scroll to the Bottom for the Answer!)

Group & Individual

Complimentary Rx Discount Cards

Drop by the Legacy office for a FREE Rx discount card or contact us for more info. With our complimentary prescription discount card you could save up to 80% on your medications!

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Mark Your Calendars!

The Open Enrollment period opens in October and November. Contact us during this period if you'd like to make changes or elect to begin an insurance plan. 

New Website

We recently revamped our website and we'd love to hear what you think!

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A New Face at Legacy

Next time you're in please say "hi" to the newest member of our team. BreAnne Violet started with us in May and brings over 15 years insurance experience to Legacy. Bre loves to travel, bake and is a passionate animal lover and often has 1-2 fosters in her care. In addition to furry friends - she's had trout, quail, snakes, scorpions, hedgehogs, tarantulas and lizards of all kinds!

Bre's Fresh Summer Streusel Cake

Cake Ingredients             

2 C. + 2 Tsp Flour  

6 Tbsp Sugar  

2 Tsp Instant Yeast  

1/2 C. Warm Milk  

8 Tbsp Butter       

1 Egg 

1/4 Tsp Salt 

1 Tsp Almond Extract  


1 1/2 C. Flour                                        

1/2 C. Sugar

1 Tsp Vanilla 

10 Tbsp Butter

8 Tbsp Butter                            


Fresh Fruit

6-8 Sliced Peaches

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1. Mix all of cake ingredients in stand mixer. Once incorporated, knead dough for 10 mins.

2. Press into greased 9x13 pan and let rise 30 minutes. 

3. With a fork, mix strudel ingredients together.

4. Lightly press fruit into dough and sprinkle streusel on top.

5. Bake for 25-30 minutes at 375F. Serve warm & enjoy!

The Latest at Legacy


Have You Heard of Retire North?

We've created a FB page for Minnesotans who are retired, newly retired or about to retire! We welcome a forum, questions, concerns, events and hobbies from all our members and regularly post deals, local events and helpful tips for MN retirees!

Thank You!

We are so grateful for our wonderful clients. As a family owned business we often feel like a large community with our members.  The greatest "thank you" that we can get is a referral or testimony from you! Send us a message at 0r forward this newsletter to someone who could benefit from us!

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Answer: Only one, but he has to do it while you're eating dinner!

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