Legacy is headquarted in Petalua, among the rolling hills of Sonoma County.

Legacy Marketing Group is headquartered in Petaluma, California, surrounded by the beautiful rolling hills of Sonoma County.

Who We Are

Legacy Marketing Group® exists to make a positive difference in people’s lives. Our passion is to excel in everything we do, from delivering innovative financial products and solutions to creating exceptional customer experiences.

Legacy has been a trusted name in the industry for 30 years, generating more than $23 billion in premium since its inception in 1993. Today, we are known as one of the most dynamic product development and marketing firms in the country—dedicated to excellence, integrity, and fairness.

We deliver on a firm commitment to provide outstanding products and services to our Independent Marketing Organizations (IMOs) and their Producers. We differentiate ourselves by offering a high-touch, full-service sales and marketing platform fueled by responsiveness and action.

Leadership

Legacy is led by a dedicated team of seasoned senior executives. Their passion for the industry, drive to deliver the latest innovations, and dedication to best-in-class service is what propels the company forward.

Dominic Cursio, National Sales Leader
Dominic Cursio,
National Sales Leader
Dominic Cursio, National Sales Leader

Dominic is responsible for developing the company’s sales strategy, leading its regional and internal sales teams, and establishing and growing relationships with IMOs. An industry veteran, Dominic has spent the bulk of his career working with IMOs, insurance carriers, broker-dealers, and insurance agents in positive advocacy of annuities and the growth of the industry. Dominic began his career as an independent agent and has continued to share his infectious enthusiasm for annuities in various roles throughout his career, including serving as Chairman of the Board for the National Association for Fixed Annuities (NAFA).

Chris Eaken, Vice President, Compliance and Administration
Chris Eaken
Vice President, Compliance and Administration
Chris Eaken, Vice President, Compliance and Administration

Having been with Legacy since its inception, Chris oversees and ensures compliance of Legacy’s marketing, administration, and product development initiatives, including licensing and contracting and suitability/best interest. She manages the Product Implementation Team to ensure product initiatives and corporate projects are successfully executed. Chris works directly with Legacy’s carriers and their third-party administrators to ensure Producers and Independent Marketing Organizations (IMOs) receive exceptional service and that product and enhancement launches are implemented on time.

Her expertise and industry experience are substantial assets when it comes to product and project implementation initiatives. Chris has a bachelor’s degree in business administration from California State University, Fullerton, and holds FLMI, AIRC, AIAA, and ACS designations from the Life Office Management Association. She regularly participates in and attends industry meetings.

luba Losyev, Technology
Luba Losyev
Vice President, Technology
Luba Losyev, Vice President, Technology

With the unique vantage point of having been at the forefront of infrastructure technology in Silicon Valley, and more than 30 years of IT experience working for multiple insurance companies, Luba provides Legacy with a strong advantage when it comes to all things technology. While leading her team of IT professionals, Luba fuses together technical capabilities and end user experiences to deliver best-in-class service platforms. Enhancements, maintenance, and production support for the company’s technology infrastructure are just a few of the responsibilities that stem from Luba’s stewardship. She holds bachelor’s degrees from Moscow State University in both computer science and physics.

Karen Obendorf, Director, Producer Sales and Promotions
Karen Obendorf
Director, Producer Sales and Promotions
Karen Obendorf, Director, Producer Sales and Promotions

Karen motivates and mentors not only the Marketing Field Support Team (MFS), but everyone else in the company. As leader of the MFS Team, Karen’s expertise and enthusiasm keep the phones ringing. Her gift for communication, relationship building, and sales translates into Legacy’s own triple threat. Karen thrives on crafting new and exciting sales and marketing initiatives for IMOs and Producers. Since Legacy’s inception, she has held a number of senior management positions. Also known as the Fun Committee Chairman, she keeps our spirits soaring with her dedication and enthusiasm for the business.

Lynda Pitts, Founder, Chief Executive Officer
Lynda Pitts
Founder, Chief Executive Officer
Lynda Pitts, Founder, Chief Executive Officer

Lynda began her career in the insurance industry more than 30 years ago, which gives her keen insight and expertise when it comes to developing and marketing exceptional products and trusted services. Early in her career, Lynda knew that more could be done to provide people with a sense of security during their retirement years, so she built Legacy.

Preston Pitts, President
Preston Pitts
President
Preston Pitts, President

Since joining Legacy in 1994, Preston has been championing the vision of Legacy founder and CEO Lynda Pitts while providing steadfast leadership. His entrepreneurial mindset and big-picture way of thinking fosters a dynamic and fluid work environment that lends itself to innovation and excellence. He guides and influences the Legacy team to challenge industry norms, encourages creativity, and demands exceptional customer service.

Preston’s experience spans more than 30 years, and includes such roles as insurance industry financial officer and audit manager with international accounting firm Ernst & Young. He brings a deep passion and commitment to Legacy’s mission. Preston also holds an FLMI designation.

Amy Setikas, Vice President, Finance
Amy Setikas
Vice President, Finance
Amy Setikas, Vice President, Finance

Amy has been practicing all facets of accounting for more than 20 years and earned a bachelor’s degree in economics from Sonoma State University. She tackles many priorities here at Legacy and is always willing to step in and roll up her sleeves. Her team is responsible for Legacy’s financial planning, banking relationships, commissions, and budget management. She’s been with Legacy since 2006 and holds a CPA designation.

Niju Vaswani, Chief Marketing Officer
Niju Vaswani
Chief Marketing Officer
Niju Vaswani, Chief Marketing Officer

Niju is responsible for growing and nurturing partner relationships to expand Legacy’s product portfolio and marketplace share. Collaborating with carrier executives, he conceptualizes new and exciting ways to structure insurance products. His team relies on his infectious passion, enthusiasm, and deep insurance industry knowledge to help guide their thought process. Niju’s contributions enable Legacy to remain an industry leader and innovator.

In his current role as Chief Marketing Officer at Legacy, Niju is able to leverage his prior experience as an agent with MetLife, Regional Sales VP for Manulife Financial, and President and CEO of Transamerica Life Bermuda. Niju has a master’s degree in business administration from Illinois State University and bachelor’s and LLB (bachelor of laws) degrees from Gujarat University in India. He holds CLU, ChFC, and MBA designations.

  • Dominic Cursio,
    National Sales Leader  >
    • Dominic Cursio, National Sales Leader

  • Chris Eaken,
    Vice President, Compliance and Administration  >
    • Chris Eaken, Vice President, Compliance and Administration

  • Luba Losyev,
    Vice President, Technology  >
    • Luba Losyev, Vice President, Technology

  • Karen Obendorf,
    Director, Producer Sales and Promotions  >
    • Karen Obendorf, Director, Producer Sales and Promotions

  • Lynda Pitts,
    Founder, Chief Executive Officer  >
    • Lynda Pitts, Founder, Chief Executive Officer

  • Preston Pitts,
    President  >
    • Preston Pitts, President

  • Amy Setikas,
    Vice President, Finance   >
    • Amy Setikas, Vice President, Finance

  • Niju Vaswani,
    Chief Marketing Officer  >
    • Niju Vaswani, Chief Marketing Officer

Working at Legacy

People are Legacy’s greatest asset. We acknowledge and leverage individual differences. Our diversity and the broad wealth of knowledge that comes with such a workforce enable us to deliver excellent results and client service. Working at Legacy means you have a company that stands alongside you and behind you. We are conveniently located close to the 101 freeway in the beautiful town of Petaluma, California.

Interested in working at Legacy Marketing Group? Send us your resume and cover letter to jobs@legacynet.com.

Current Openings:
Business Systems Analyst
Licensing & Contracting Specialist
Members of Legacy’s Compliance Dream Team, enjoying the 2023 Summer Picnic.

Members of Legacy’s Compliance Dream Team, enjoying the 2023 Summer Picnic.

Press Room

Get all the news about Legacy Marketing Group® and its products.

S&P 500® IQ Index: Harnessing a Powerful Addition to Fixed Indexed Annuities

InsuranceNewsNet, December 1, 2023—The S&P 500, with its proven track record and broad familiarity, is a staple of fixed indexed annuities. In fact, this benchmark index leads in indexed annuity allocation — with nearly 44% of allocations using S&P 500 index crediting options. Building on the broad adoption of the S&P 500, Legacy Marketing Group® saw a way to address certain market nuances through the use of a new index to underlie FIAs.

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Legacy Marketing Group® Announces Addition of the S&P 500® IQ Index for Use With FIAs

PETALUMA, CA, September 15, 2023—Legacy Marketing Group today announced the addition of S&P Dow Jones Indices’ S&P 500 IQ Index* for licensed use with fixed indexed annuities (FIAs). This index aims to provide exposure to the S&P 500 while applying an intraday volatility control mechanism. By choosing S&P DJI’s S&P 500 IQ Index for use with FIAs, consumers are offered an efficient, cost-effective means of seeking exposure to the S&P 500 while maintaining risk at targeted volatility levels. The S&P 500 IQ Index measures intraday volatility over a single five-minute window during the trading day and rebalances at the end of each trading day, helping it adjust to changing market conditions on a same-day basis.

“This simple yet powerful index design built by S&P Dow Jones Indices, a name you can trust, is helping to improve efficiency for FIAs,” said Preston Pitts, Legacy President, who added that: “the responsive design of the Index allows for improved renewal rate integrity, while the higher equity exposure provides a better earnings opportunity to consumers.”
One-year point-to-point versions of the S&P 500 IQ Index option with cap or participation rate will be proudly offered on Legacy-exclusive fixed indexed annuities from Americo Financial Life and Annuity Insurance starting September 18, 2023. Legacy plans to expand Index availability to additional product lines in the future. Insurance professionals should contact their Independent Marketing Organization to confirm availability.
“With the opportunity for returns that are highly correlated to those of the S&P 500, the security of a strong minimum guarantee, and the backing of ‘A’ rated** Americo, this intelligent path to the S&P 500 for FIAs provides consumers with strong growth opportunities and insurance professionals with a great new selling proposition,” Mr. Pitts said.
The S&P 500 IQ Index was designed with a systematic allocation framework in mind to react quickly to changing market conditions, with a particular focus on controlling volatility. This technology allows for intraday rebalancing by using a time-weighted average price (TWAP) resulting in reduced tail risk and higher risk-adjusted returns compared to standard equity exposure. For additional details, please visit www.spglobal.com/spdji/sp-500-iq-d for more information about the methodology behind the index.
ABOUT LEGACY MARKETING GROUP
Legacy Marketing Group works with highly rated, well-respected insurance companies to design and market proprietary products that provide financial security to generations of Americans. These products are sold exclusively through the company’s nationwide network of Independent Marketing Organizations and insurance agents. With three decades of industry experience and a full-service, relationship-focused business model, Legacy is a recognized leader in the independent Producer distribution channel. From its beginning in 1993, Legacy’s vision has been to create value for IMOs, agents, and consumers by providing unique and innovative products designed to help consumers reach their retirement goals. Legacy’s passion for innovation and service is the bedrock of the company.
ABOUT S&P 500 IQ INDEX
The S&P 500 IQ Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”). S&P®, S&P 500®, SPY®, SPX®, US 500 and The 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI. Fixed Index Annuities and other investment products based on the S&P 500 IQ Index are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 IQ Index.
ABOUT AMERICO
For more than 100 years, Americo Life, Inc.’s family of insurance companies has been committed to providing the life insurance and annuity products consumers need to protect their mortgage, family, and future.†
Innovative thinking has helped Americo Life, Inc. build a strong financial foundation for its business. Americo Financial Life and Annuity Insurance Company (Americo) is the lead company in one of the largest, independent, privately held insurance groups in the United States with over $39.2 billion of insurance in force and $8.4 billion in assets for year-end 2022.††
Media Contact:
Jennaca M. Markoe
Communications Manager
Legacy Marketing Group
800-395-1053, Ext. 5808
jennaca.markoe@legacynet.com
Products are single premium deferred fixed indexed annuities underwritten by Americo Financial Life and Annuity Insurance Company (Americo), Kansas City, MO, and may vary in accordance with state laws. Products are designed and exclusively marketed by Legacy Marketing Group, an independent, authorized agency of Americo. Some products and benefits may not be available in all states. Certain restrictions and variations apply. Consult contract and riders for all limitations and exclusions.
The “S&P 500®” and “S&P 500 IQ 0.5% Decrement Index” (“S&P 500 IQ Index” or the “Index”) are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Americo Financial Life and Annuity Insurance Company (Americo). S&P®, S&P 500®, SPY®, SPX®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). It is not possible to invest directly in an index. Americo Fixed Indexed Annuities (“FIAs”) are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or any of their respective affiliates (collectively, “S&P Dow Jones Indices”). S&P Dow Jones Indices does not make any representation or warranty, express or implied, to the owners of Americo FIAs or any member of the public regarding the advisability of investing in securities generally or in Americo FIAs particularly or the ability of the S&P 500® and S&P 500 IQ Index to track general market performance. Past performance of an index is not an indication or guarantee of future results. S&P Dow Jones Indices’ only relationship to Americo with respect to the S&P 500® and S&P 500 IQ Index is the licensing of the Index and certain trademarks, service marks and/or trade names of S&P Dow Jones Indices and/or its licensors. The S&P 500® and S&P 500 IQ Index are determined, composed and calculated by S&P Dow Jones Indices without regard to Americo or Americo FIAs. S&P Dow Jones Indices has no obligation to take the needs of Americo or the owners of Americo FIAs into consideration in determining, composing or calculating the S&P 500® and S&P 500 IQ Index. S&P Dow Jones Indices has no obligation or liability in connection with the administration, marketing or trading of Americo FIAs. There is no assurance that investment products based on the S&P 500® and S&P 500 IQ Index will accurately track index performance or provide positive investment returns. S&P Dow Jones Indices LLC is not an “investment adviser, commodity trading advisory, commodity pool operator, broker dealer, fiduciary, or promoter” (as defined in the Investment Company Act of 1940, as amended), “expert” as enumerated within 15 U.S.C. § 77k(a) or tax advisor. Inclusion of a security, commodity, crypto currency or other asset within an index is not a recommendation by S&P Dow Jones Indices to buy, sell, or hold such security, commodity, crypto currency or other asset, nor is it considered to be investment advice or commodity trading advice.
NEITHER S&P DOW JONES INDICES NOR THIRD PARTY LICENSOR GUARANTEES THE ADEQUACY, ACCURACY, TIMELINESS AND/OR THE COMPLETENESS OF THE S&P 500® AND S&P 500 IQ INDEX OR ANY DATA RELATED THERETO OR ANY COMMUNICATION, INCLUDING BUT NOT LIMITED TO, ORAL OR WRITTEN COMMUNICATION (INCLUDING ELECTRONIC COMMUNICATIONS) WITH RESPECT THERETO. S&P DOW JONES INDICES SHALL NOT BE SUBJECT TO ANY DAMAGES OR LIABILITY FOR ANY ERRORS, OMISSIONS, OR DELAYS THEREIN. S&P DOW JONES INDICES MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND EXPRESSLY DISCLAIMS ALL WARRANTIES, OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE OR AS TO RESULTS TO BE OBTAINED BY AMERICO, OWNERS OF AMERICO FIAs, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF THE S&P 500® AND S&P 500 IQ INDEX OR WITH RESPECT TO ANY DATA RELATED THERETO. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT WHATSOEVER SHALL S&P DOW JONES INDICES BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO, LOSS OF PROFITS, TRADING LOSSES, LOST TIME OR GOODWILL, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBLITY OF SUCH DAMAGES, WHETHER IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE. S&P DOW JONES INDICES HAS NOT REVIEWED, PREPARED AND/OR CERTIFIED ANY PORTION OF, NOR DOES S&P DOW JONES INDICES HAVE ANY CONTROL OVER, THE LICENSEE PRODUCT REGISTRATION STATEMENT, PROSPECTUS OR OTHER OFFERING MATERIALS. THERE ARE NO THIRD-PARTY BENEFICIARIES OF ANY AGREEMENTS OR ARRANGEMENTS BETWEEN S&P DOW JONES INDICES AND AMERICO, OTHER THAN THE LICENSORS OF S&P DOW JONES INDICES.
* Also known as the S&P 500 IQ 0.5% Decrement Index. Decrement indices are used to provide more stabilized index pricing. In exchange for this benefit, published index values are net of a fixed fee, which is 0.5% on the S&P 500 IQ 0.5% Decrement Index.
** Rating for Americo Financial Life and Annuity Insurance Company (Americo), September 2022. Americo Financial Life and Annuity Insurance Company has a financial strength rating of A (Excellent, 3rd out of 15 rating categories). AM Best’s rating is assigned after a comprehensive quantitative and qualitative evaluation of a company’s balance sheet strength, operating performance, and business profile. AM Best uses a scale of 15 ratings, ranging from “A++” to “F.”
† Americo Life, Inc. is a holding company and is not responsible for the financial condition or contractual obligations of its affiliate insurance companies.
†† Information is as of year-end 2022 on a consolidated basis for Americo and the other life insurance subsidiaries of Americo Life, Inc., unless otherwise indicated. Information is prepared on the basis of generally accepted accounting principles (GAAP).
AF1638v0723
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LibertyMark® Freedom Annuities Now Offer a 7% Upfront Premium Bonus

PETALUMA, CA, August 23, 2022—Legacy Marketing Group® today announced the release of a 7%* upfront premium bonus product on its newest fixed indexed annuity (FIA) series, LibertyMark Freedom.

Issued by “A” (Excellent) rated** Americo Financial Life and Annuity Insurance Company, the new LibertyMark Freedom 10 Plus and 10 LT Plus annuities jump-start a client’s premium at contract issue with a 7% premium bonus (6% in California) that is fully credited day one, dollar one—with no vesting schedule or risk of recapture.

In addition, LibertyMark Freedom 10 Plus and 10 LT Plus provide clients all the privileges of LibertyMark Freedom’s accumulation powerhouse features, including freedom from mandatory fees, the choice to buy higher caps and participation rates for upgraded earnings potential, no market value adjustment, and an industry-leading 1% guarantee on 100% of premium.†
“The LibertyMark Freedom premium bonus can help clients supercharge their earnings potential with a meaningful boost to their retirement dollars that starts earning interest immediately and may even help offset prior stock market losses,” said Dominic Cursio, Legacy National Sales Leader. “Ultimately, the new LibertyMark Freedom bonus products will allow insurance professionals to confidently offer their clients powerful growth potential in an annuity designed for accumulation and safety.”
LibertyMark Freedom with a bonus is available in 34 states with expanded availability coming soon. Insurance professionals should contact their Independent Marketing Organization to confirm availability.
ABOUT LEGACY MARKETING GROUP
Legacy Marketing Group works with highly rated, well-respected insurance companies to design and market proprietary products that provide financial security to generations of Americans. These products are sold exclusively through the company’s nationwide network of Independent Marketing Organizations and insurance agents. With almost three decades of industry experience and a full-service, relationship-focused attitude, Legacy is a recognized leader in the independent Producer distribution channel. From its beginning in 1993, Legacy’s vision has been to create value for IMOs, agents, and consumers by providing unique and innovative products designed to help consumers reach their retirement goals. Legacy’s passion for innovation and service is a bedrock of the company.
ABOUT AMERICO
For more than 100 years, Americo Life, Inc.’s family of insurance companies has been committed to providing the life insurance and annuity products consumers need to protect their mortgage, family, and future.††
Innovative thinking has helped Americo Life, Inc. build a strong financial foundation for its business. Americo Financial Life and Annuity Insurance Company (Americo) is the lead company in one of the largest, independent, privately held insurance groups in the United States with over $37.1 billion of insurance in force and $8.8 billion in assets for year-end 2021.§
Media Contact:
Jennaca M. Markoe
Communications Manager
Legacy Marketing Group
800-395-1053, Ext. 5808
jennaca.markoe@legacynet.com
LibertyMark Freedom 10 Plus, 10 LT Plus Contract Forms ICC22 321-10B, AAA321-10B (02/22). Products are single premium deferred fixed indexed annuities underwritten by Americo Financial Life and Annuity Insurance Company (Americo), Kansas City, MO, and may vary in accordance with state laws. Products are designed and exclusively marketed by Legacy Marketing Group, an independent authorized agency of Americo. Some products and benefits may not be available in all states. Certain restrictions and variations apply. Consult contract and riders for all limitations and exclusions. LibertyMark® Freedom is a registered service mark of Legacy Marketing Group.
* The bonus is 6% in California.
** Rating for Americo Financial Life and Annuity Insurance Company (Americo), October 2021. Americo Financial Life and Annuity Insurance Company has a financial strength rating of A (Excellent, 3rd out of 15 rating categories). AM Best’s rating is assigned after a comprehensive quantitative and qualitative evaluation of a company’s balance sheet strength, operating performance, and business profile. AM Best uses a scale of 15 ratings, ranging from “A++” to “F.”
† Available upon death, surrender, or annuitization, less any withdrawals, surrender charges, and applicable premium tax. Rate for contracts issued in 2022.
†† Americo Life, Inc. is a holding company and is not responsible for the financial condition or contractual obligations of its affiliate insurance companies.
§ Information is as of year-end 2021 on a consolidated basis for Americo and the other life insurance subsidiaries of Americo Life, Inc., unless otherwise indicated. Information is prepared on the basis of generally accepted accounting principles (GAAP).
AF1597v0822
22-813-1 (08/22)		 FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.  
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Growth CommanderSM Limited Distribution Fixed Indexed Annuity Launches

KANSAS CITY, MO, February 15, 2022—Americo Financial Life and Annuity Insurance Company (Americo) today announced the launch of Growth Commander, a new limited distribution fixed indexed annuity product available exclusively through a select group of Independent Marketing Organizations, including Brokers International and Partners Advantage.

“We’re thrilled to join forces with these prestigious IMOs. They have consistently demonstrated strong leadership and commitment to serving their network of Producers, making them a great choice for exclusive distribution rights to Growth Commander. Throughout the product development process, they have provided valuable input, helping to craft a product that truly fills a need for consumers in today’s marketplace,“ said Jeremy Thornton, Chief Marketing Officer at Americo.
Focused on accumulation, Growth Commander offers several advantages over other products. Growth Commander features interest crediting options with participation rates that are guaranteed never to drop for the length of the surrender charge period, helping to overcome the “renewal rate anxiety” faced by insurance professionals and offering the consumer a higher probability of reaching illustrated returns.
To provide clients even more control and offer greater earnings potential, a variety of index options are available with or without a fee. Fee index options provide high illustrated returns to the consumer.
A broad choice of custom-designed index options help diversify a consumer's earnings potential, including an innovative Value Lock feature that locks in annual index values on any day in a year to generate higher return potential.
For cautious consumers worried about a down market, Growth Commander comes stacked with an industry-leading downside protection guarantee of 1% on 100% of premium.*
“By partnering high performance potential with guaranteed participation rates, Growth Commander allows insurance professionals to sell with confidence, knowing their clients will be treated fairly and enjoy more predictable returns,” said Jeremy Thornton. “That, coupled with an industry-leading guarantee and the strength of Americo, echoes what the field force has been asking for in an accumulation-focused FIA.”
Americo collaborated with Legacy Marketing Group® to develop the Growth Commander fixed indexed annuity for a select group of IMOs, including Brokers International and Partners Advantage. With exclusive distribution rights, these IMOs, along with their select affiliates, will provide all sales and marketing support to their Producers. Legacy will continue to provide assistance—including processing commissions and handling contracting and appointment requests.
Growth Commander is currently available under a limited distribution model in 42 states, including Florida, Texas, and the District of Columbia. Insurance professionals should contact their IMO to confirm availability.
ABOUT AMERICO
For more than 100 years, Americo Life, Inc.’s family of insurance companies has been committed to providing the life insurance and annuity products consumers need to protect their mortgage, family, and future.**
Innovative thinking has helped Americo Life, Inc. build a strong financial foundation for its business. Americo Financial Life and Annuity Insurance Company (Americo) is the lead company in one of the largest, independent, privately held insurance groups in the United States with over $31.4 billion of insurance in force and $7.9 billion in assets for year-end 2020.†
Americo has a financial strength rating of A (Excellent, 3rd out of 15 rating categories) with AM Best. AM Best’s rating is assigned after a comprehensive quantitative and qualitative evaluation of a company’s balance sheet strength, operating performance, and business profile. AM Best uses a scale of 15 ratings, ranging from “A++” to “F.”
Media Contact:
Jennaca M. Markoe
Communications Manager
Legacy Marketing Group
800-395-1053, Ext. 5808
jennaca.markoe@legacynet.com
Growth Commander 6, 10 (Contract Series 319). Products are single premium deferred fixed indexed annuities underwritten by Americo Financial Life and Annuity Insurance Company (Americo), Kansas City, MO, and may vary in accordance with state laws. Some products and benefits may not be available in all states. Certain restrictions and variations apply. Consult contract and riders for all limitations and exclusions.
* Available upon death, surrender, or annuitization, less any withdrawals, surrender charges, and applicable premium tax (premium tax does not apply in Oregon). Rate for contracts issued in 2022.
** Americo Life, Inc. is a holding company and is not responsible for the financial condition or contractual obligations of its affiliate insurance companies.
† Information is as of year-end 2020 on a consolidated basis for Americo and the other life insurance subsidiaries of Americo Life, Inc., unless otherwise indicated. Information is prepared on the basis of generally accepted accounting principles (GAAP).
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Contact Us

Legacy Marketing Group
5341 Old Redwood Highway, Suite 400
Petaluma, CA 94954

Sales Support Hours:
6:30 a.m. to 4:30 p.m., Pacific time

Phone:
800-395-1053, Ext 4002

Fax:
800-211-5641

Website:
www.legacynet.com

E-mail:
Marketing@legacynet.com

Contact Us pdf

Legacy Marketing Group
dba: Legacy Marketing Insurance Services (CA Only)
5341 Old Redwood Highway, Suite 400
Petaluma, CA 94954
California Insurance License Number: OB 18033

DEPARTMENT CONTACTS

Marketing:
800-395-1053, Ext. 4002
Marketing@legacynet.com

Suitability/Compliance Help Desk:
800-395-1053, Ext. 5819
SuitabilityHelpDesk@legacynet.com
or
Compliance@legacynet.com

Commissions:
800-395-1053, Ext. 4014
Commissions@legacynet.com

Licensing and Contracting:
800-395-1053, Ext. 4007
LegacyContracting@legacynet.com

Carrier Relations and Product Development, Kyle Pitts:
800-395-1053, Ext. 5810
ProductDevelopment@legacynet.com

DIRECTIONS:

Map of Legacy Marketing Group and link to Google Maps