focused on health
About Us
Helping Businesses and Families Build Financial Wellness
At Legacy Financial Team, we believe that true success begins with financial wellness — for both employers and employees. Our mission is to empower companies to offer meaningful benefits that strengthen workplace culture, enhance retention, and improve overall financial health — without increasing overhead costs.
About Jessica Moreno
Jessica Moreno is a California-licensed Life and Health Insurance Agent dedicated to helping business owners protect their teams, grow their wealth, and unlock innovative benefit solutions.
With years of experience in financial education and employee benefits, Jessica partners with leading organizations such as Amaze Health to deliver programs like 360 Advantage, a Section 125 compliant wellness benefit that gives employees bigger paychecks and employers more profit — all at zero net cost to implement.
Highlights:
✅ Licensed Life & Health Agent (CA, CO, NV)
✅ Partnered with Amaze Health (360 Advantage Program)
✅ Fully IRS, DOL, and ERISA Compliant
✅ Focused on Long-Term Retention & Financial Growth
Links
Live Chat
360 Advantage is a wellness benefit program administered by Amaze Health and distributed by Legacy Financial Team. This is not traditional insurance. The program is designed to comply with IRS Section 125, DOL, and ERISA regulations.
© 2025 Trusted Wellness Benefits - All Rights Reserved.
Phone: (906) 999-9757