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The Legacy Benefits Group

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THE LEGACY BENEFITS GROUP is a result of many transitions and phases through the years. J.P. Barta has a family legacy in the employee benefits field. His grandfather, father, cousins, in-laws, etc., have all been in the employee benefits arena for many years, some on the carrier side and others on the agency side. We have seen all facets of employee benefits as a family and company; service, innovation, education, and forward-thinking have remained a constant that all of our clients have come to count on. 
 
The Legacy Benefits Group is a benefits company built with a vision of customer service and innovation. Focusing on employee benefits, association markets, and service, we have developed a streamlined approach to any benefits program. Simply put, you get quality plan designs and rates with the technology that sets any employer apart.

We began this business as benefits counselors focusing on employee benefits education. After a few years of focusing on employee education, we developed an enrollment and service model second to none. Seeing a need for a Carrier agnostic enrollment solution, we formed The Comprehensive Benefits Group Enrollment Company (CBG). CBG focused on growing agent relationships throughout Kentucky, Indiana, Ohio, and Tennessee.

Over the next few years, our approach and relationships helped us transform into a rapidly growing general agency offering innovative benefit programs across nine states. We now market various insurance plans to independent agents for a variety of carriers and products. Also, we provide numerous association programs across the country. ​

We are proud of our contribution to the vital and complex insurance industry. We have continued to focus on the producer and customer side of the business. Our long heritage continues to set innovation standards and practical solutions to today's need for technology and forward-thinking. Call us today and learn what's next in our continuing list of contributions to employee benefits.

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