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Business profile photo for Legacy Insurance Advisors

Legacy Insurance Advisors

Management

Jason Van Valkenburg

President

Business profile photo for Legacy Insurance Advisors

Contact Information

About

Legacy Insurance Advisors, a Tulsa-based independent agency at 4880 South Lewis Avenue, has spent more than a decade helping Oklahoma families navigate Medicare, life, and health coverage with the same care they would give their own relatives. Co-founded by President Jason Van Valkenburg and Chief Administrative Officer Russell Scott, the firm works as a multi-carrier brokerage, comparing Medicare Advantage, Medicare Supplement, Part D, and life insurance options so clients can match coverage to their needs and budget rather than settle for a single company’s product. The agency also supports independent agents across the state as a local field marketing organization, pairing senior-market expertise with training and carrier access. That dual role—advisor to families and partner to agents—has shaped a practical, relationship-first reputation in Tulsa and surrounding communities. For residents weighing a plan change or looking for someone to explain the fine print, Legacy Insurance Advisors presents itself as a hometown shop whose business is, in its own words, helping people save money and protect their financial future.

Service Offerings

  • Medicare Advantage plan enrollment
  • Medicare Supplement coverage
  • Medicare Part D prescription plans
  • Individual life insurance
  • Health insurance guidance
  • Long-term care insurance
  • Disability insurance
  • Retirement planning services
  • Independent agent and FMO support

Why we like Legacy Insurance Advisors

Legacy Insurance Advisors earns its place at #8 among Tulsa employee benefits brokers through two decades of local practice and a multi-carrier model built to match health, life, Medicare, disability, and long-term care coverage to what households actually need. Co-founded by President Jason Van Valkenburg and Chief Administrative Officer Russell Scott, the firm combines licensed Medicare depth—Scott has specialized in that market since 2007—with agent training led by Melissa Hanes, who left a national carrier role to mentor Oklahoma independents. That mix lets the agency serve consumers directly and operate as a field marketing organization, giving clients access to several carriers instead of a single company’s lineup. What sets the shop apart is a family-first advisory style rooted in Tulsa: Oklahoma-raised leadership, customized plans rather than one-size enrollment, and civic work that includes Habitat for Humanity, the American Cancer Society, the Tulsa Zoo board, and youth-focused organizations such as World Baseball Outreach. For residents looking for a hometown firm that treats insurance as long-term protection rather than a transaction, Legacy Insurance Advisors is a natural #8 selection.

Pros & Cons

Pros

  • Fully independent agency with access to multiple leading carriers for customized multi-line coverage options
  • Deep specialization in Medicare Advantage, Supplements, Part D, and senior market solutions with free enrollment assistance

Cons

  • Core focus on Medicare, individual life/health, and seniors may provide fewer large-scale corporate employee benefits packages than pure group brokers
  • Standard weekday office hours of 9am-5pm with limited indication of extended or weekend availability

Review Scores

Facebook5.0
Google3.3

Map

Firm TypeMedicare PlansLife InsuranceIndividual & Family MarketSenior MarketIndependent Agent Support