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  • Doing Business with Legacy Building a Legacy Partnering With You Ease of Doing Business Getting Contracted Legacy Honors Program
  • Carriers and Products Overview AMERICO ClassicMark LibertyMark Freedom AMERITAS ApexAdvantage FlexMark Select INTEGRITY LIFE JourneyMark
  • Agent Quick-Start Videos
  • About Us Who We Are Leadership Working At Legacy Press Room Contact Us
 
DOING BUSINESS
  • Building a Legacy
  • Partnering With You
  • Ease of Doing Business
  • Getting Contracted
  • Legacy Honors Program
We belive we are all better together.

We believe we are all better together.

Building a Legacy Is Our Legacy

The retirement years are some of the most anticipated years but also can be some of the most stressful if the right plan isn’t put into place. That’s where Legacy steps in: We focus on developing innovative fixed index annuities (FIAs) that can provide financial security and peace of mind to people in the retirement season of life. We are acutely aware of our responsibility to provide sound retirement financial solutions with integrity to you and your clients.

We Partner With Independent Insurance Professionals

At the heart of Legacy is our loyalty and sense of duty to each independent marketing organization (IMO) and Producer we serve. We partner with IMOs and their Producers to successfully market our exclusive retirement products to consumers. We do not sell directly to consumers, but rather through Legacy-contracted Producers who are affiliated with our IMOs.

We Make It Easy To Do Business

As a Producer or IMO working with Legacy, you’ll enjoy the independence afforded by the insurance industry without sacrificing sales support and peer interaction. You’ll be in contact with seasoned annuity professionals and expert marketers, some of whom have been with Legacy for 20+ years. You also will have a direct line to your own personal Relationship Manager and one service team.

Our Producer web portal is designed for maximum efficiency, reliability, and effectiveness. We’ve created a single, easy business relationship that allows you to be contracted with multiple carriers, saving you valuable time and money.

When you contract with Legacy, you’ll have access to solutions-focused sales tools and training for expert product positioning and suitability resources:

  • Preapproved advertising.
  • Customized client illustrations.
  • Product webinars.
  • Fresh marketing ideas and sales tools.
  • Suitability Help Desk.
  • Dedicated relationship manager.
  • Co-hosted events and seminars.
  • Case management.

Getting Contracted

Legacy’s relationship with multiple insurance carriers offers you strong opportunities to build your success. Before you can start selling our FIAs, in addition to your valid contract with Legacy, you must be contracted, and/or appointed, in accordance with each carrier’s guidelines.

Our personalized online web portal lets you easily review application status, policyholder and commission information, and much more. Our e-app process allows contracted Producers to submit annuity applications in minutes, eliminating delays and ensuring business is in good order the first time. For convenience, you’ll receive one commission check and one 1099.

If you need help or have questions about contracting with Legacy, please contact your IMO directly or call our Licensing and Contracting Team at 800-395-1053, Ext. 4007.

To learn more about how we can make doing business easier, call our Sales Team at 800-395-1053, Ext. 4002.

Contact Us | Privacy Notice
©2011–2024 Legacy Marketing Group®. All Rights Reserved.
The information presented on this website is intended for insurance industry professionals.

LegacyNet Privacy Policy

Thank you for visiting our website. This privacy policy explains how we use personal information collected at this site. Please read this privacy policy before using our site or submitting any personal information. By using our site, you are accepting the practices described in this privacy policy. You are encouraged to review the privacy policy whenever you visit the site to make sure you understand how any personal information you provide will be used. The privacy practices set forth in this privacy policy are for Legacynet.com.

When do we collect information and how do we use it?
We collect information from you when you register on our site, fill out a form, or submit a request.

Information we collect from you may be used in the following ways:

  • To personalize your experience.
  • To improve our website.
  • To improve customer service.
  • To process transactions.

How do we protect your information?
We implement a variety of security measures to maintain the safety of personal information we access from you.

Do we use cookies?
We use “cookies” on this site. A cookie is a piece of data stored on a site visitor's hard drive to help us improve your access to our site and identify repeat visitors. For instance, when we use a cookie to identify you, you would not have to log on a password more than once, thereby saving you time while on our site. Cookies can also enable us to track and target the interests of our users to enhance their experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.

Do we disclose any information to outside parties?
We do not sell, trade, or otherwise transfer to outside parties your personally identified information. We may release your information when we believe release is appropriate to comply with the law; enforce our site policies; or protect ours or others rights, property, or safety.

Third-Party Links
Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Surveys and Contests
From time to time, our site requests information via surveys or contests. Participation in these surveys or contests is completely voluntary, and you may choose whether or not to participate and therefore disclose this information. Information requested may include contact information (such as name and shipping or e-mail address) and demographic information. Survey information will be used for purposes of monitoring or improving the use and satisfaction of this site or our products and services.

Online Privacy Policy Only
This online privacy policy applies only to information collected through our website and not to information collected offline.

Your Consent
By using our site, you consent to our privacy policy.

Changes to Our Privacy Policy
If we update our privacy policy, we will post the changes on this page.

This policy was last modified on July 5, 2011.

Contacting Us
If there are any questions regarding this privacy policy, you may contact us at the address below:
Legacy Marketing Group®
Attention: Legal Department
5341 Old Redwood Highway, Suite 400
Petaluma, CA 94954