Issued By
Americo Financial Life and Annuity Insurance Company,
Kansas City, MO
Issued By
Americo Financial Life and Annuity Insurance Company,
Kansas City, MO
Issued By
Americo Financial Life and
Annuity Insurance Company,
Kansas City, MO
ABOUT CLASSICMARK
Single Premium Deferred Fixed Indexed Annuities
Do you have clients who want to accumulate retirement savings simply and securely? The ClassicMark
fixed indexed annuity, which issues to age 90, could be what they’re looking for, with diverse index
options for strong growth potential, flexible liquidity starting Year 1,* and an optional premium bonus
that vests day one. The backing of “A” rated Americo** and a strong minimum guarantee provide added
peace of mind. And for clients who would also like to leave more money to loved ones, an optional
enhanced death benefit rider,† available in most states, lets them leave a 30% greater legacy.
To request a product illustration and learn how you can start selling ClassicMark, call the Legacy
Marketing Group® Marketing Field Support Team today at 800-395-1053, Ext. 4002, or contact
your IMO!
ABOUT CLASSICMARK
Single Premium Deferred Fixed Indexed Annuities
Do you have clients who want to accumulate retirement savings simply and securely? The ClassicMark
fixed indexed annuity, which issues to age 90, could be what they’re looking for, with diverse index
options for strong growth potential, flexible liquidity starting Year 1,* and an optional premium bonus
that vests day one. The backing of “A” rated Americo** and a strong minimum guarantee provide added
peace of mind. And for clients who would also like to leave more money to loved ones, an optional
enhanced death benefit rider,† available in most states, lets them leave a 30% greater legacy.
To request a product illustration and learn how you can start selling ClassicMark, call the Legacy
Marketing Group® Marketing Field Support Team today at 800-395-1053, Ext. 4002, or contact
your IMO!
ClassicMark Forms:
411, 4204, 2181. AAA411 LG10 (12/22), AAA411 LG10 DP (06/23), AAA411 LG86+ (12/22), AAA411 LG86+ DP (06/23), AAA411 LG10B (12/22), AAA411 LG10B DP (06/23),
AAA4204, AAA2181; ICC22 411 LG10, ICC22 411 LG86+, ICC22 411 LG10B, ICC19 4204. In Oregon: ICC22 411 LG10, ICC22 411 LG86+, ICC22 411 LG10B, ICC19 4204; AOR2181.
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. Certain restrictions and variations apply. Consult contract and riders for all
limitations and exclusions. Americo Financial Life and Annuity Insurance Company is authorized to conduct business in the District of Columbia and all states except NY. Some products and benefits may not be
available in all states. ClassicMark is a registered service mark, and Heritage Maximizer is a service mark, of Legacy Marketing Group.
Contract guarantees and benefits are based solely on the claims-paying ability of the issuing insurance company. No agent, agency, or entity makes any representation or guarantee regarding the issuer’s
claims-paying ability.
This product does not directly participate in any stock or equity investments. Refer to your Benefits Summary & Disclosure Statement, as well as your contract, for the governing contractual provisions.
Neither Americo Financial Life and Annuity Insurance Company nor any agent representing Americo Financial Life and Annuity Insurance Company is authorized to give legal or tax advice. Please consult a
qualified professional regarding the information and concepts contained in this material.
No bank guarantee. • Not FDIC/NCUA/NCUSIF insured. • May lose value if surrendered early.
| * | Withdrawals may be subject to ordinary income tax, and a 10% IRS penalty may apply to withdrawals taken before age 59½. |
| ** | Rating for Americo Financial Life and Annuity Insurance Company (Americo), October 2023. 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.” |
| † | The Heritage Maximizer enhanced death benefit rider is available for a 0.30% annual charge to issue ages 0–75. The benefit becomes eligible for payout three years after the rider effective date. Additional restrictions apply. May not be available in all states. Heritage Maximizer is not life insurance. Benefits are taxable as income. Once elected, Heritage Maximizer may not be cancelled. |
This document is not a legal contract. For the exact terms and conditions, please refer to the contract.
AF1666v0524
22-800-37 (05/24)
FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.
THIS WEB PAGE IS INTENDED FOR LICENSED INSURANCE PROFESSIONALS ONLY.