Our Mission: Protecting What Matters Most

Partner’s Legacy is dedicated to empowering individuals, families, and businesses with personalized insurance solutions that provide peace of mind and financial security.

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MEET THE FOUNDER & CEO

Hey, I'm Rita Morales!

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.

Certifications and Recognitions:

National Producer Number: 203302242

Accredited by the BBB with an A rating

Member of the Ocala Metro Chamber & Economic Partnership

Our Story

Founded with a Vision to Serve and Protect

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.