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November 7, 2024
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Important Year-End Deadline Information and More
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Year-End Withdrawal Request Deadline
Thinking of Advertising?
Holiday Office Closures
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Year-End Withdrawal Request Deadline
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To ensure processing by year-end, withdrawal requests, such as Required Minimum Distribution (RMD) payments,
as well as requests for Roth IRA conversions, ownership changes, and the like,
must be received by the carrier by Sunday, December 1, 2024.
Withdrawal requests, such as RMD payments, must be submitted by email, fax, or mail.
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Administrative Office
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Submission Information
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Americo Financial Life and Annuity Insurance Company
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| Email: submit@americo.com |
| Fax: 800-395-9261 |
Mailing Address: PO Box 410288,
Kansas City, MO 64141‑0288 |
Overnight Address: 300 W. 11th Street,
Kansas City, MO 64105‑1618 |
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Ameritas Life Insurance Corp.
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| Fax: 844-874-5235 |
| Mailing Address: PO Box 4344, Clinton, IA 52733‑4344 |
| Overnight Address: Attn: NB-Life MR-1, 1315 19th Ave. NW, Clinton, IA 52732‑2752 |
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Integrity Life Insurance Company
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| Email: salessupport@wsfinancialgroup.com |
| Fax: 888-220-2677 |
| Mailing Address: PO Box 5720, Cincinnati, OH 45201‑5720 |
| Overnight Address: 400 Broadway, Cincinnati, OH 45202‑3341 |
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NTT Data
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Thinking of Advertising?
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Legacy Marketing Group®
encourages you to promote the strong features and benefits of its products. In fact,
our online
Ad Catalog
offers an assortment of preapproved advertisements that can be downloaded and used “as is”
to market to prospects and clients. If you are a
Platinum- or Diamond-level member of
Legacy’s Concierge Program,
we will customize any available consumer ad with your logo and contact information.
If you’d prefer to create your own advertisement,
remember that Legacy and/or carrier approval is needed before using advertising materials promoting Legacy
and/or the carriers or products we represent.
This applies to materials used for prospecting clients
and
for recruiting agents. “Blind ads”
(ads that mention product features
but don’t necessarily name the product or carrier) still need prior approval.
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Approval is also needed for all material used to generate interest in our carriers’ products,
including general descriptions of annuities or descriptions
of how annuities might be used to further particular financial objectives.
This applies to all media, including email, websites, print, social media, and video.
Don’t risk an ad violation (which could result in a fine of up to $10,000 and termination).
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For more information, see Legacy’s
Advertising Guidelines
on the
LegacyNet®
Ad Catalog page.
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Holiday Office Closures
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Date
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Legacy
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Americo
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Ameritas
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Integrity
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NTT Data
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November 27
(Day Before Thanksgiving)
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Open |
Open* |
Open |
Open |
Open |
November 28
(Thanksgiving)
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Closed |
Closed |
Closed |
Closed |
Closed |
November 29
(Day After Thanksgiving)
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Closed |
Closed |
Closed |
Closed** |
Closed |
December 24
(Christmas Eve)
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Closed |
Open* |
Closed |
Open |
Open |
December 25
(Christmas Day)
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Closed |
Closed |
Closed |
Closed |
Closed |
January 1
(New Year’s Day)
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Closed |
Closed |
Closed |
Closed |
Closed |
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Office closes at 3:30 p.m., Central time. |
| ** |
Sales Desk remains open. |
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For more information, contact the Legacy Marketing Group Marketing Field Support Team at 800‑395‑1053, Ext. 4002.
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LMG4334v0924
22-800-70 (10/24) |
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FOR AGENT
USE ONLY. NOT FOR USE WITH CONSUMERS. |
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