The Legacy Advantage
As a leading provider of innovative financial products, Legacy’s success is built on a platform of industry firsts and exclusives that emphasize fairness, integrity, and full disclosure, reflecting an “everyone wins” company philosophy.

Founded in 1993, Legacy maintains a foundation of strong relationships that it develops and nurtures every day. Some of the top financial professionals in the country make Legacy their home, and our business strategy reflects a passion to provide outstanding service to these independent Producers as well as to thousands of policyholders around the country. We’re honored to develop insurance products and solutions that provide financial security and help people build and protect the life of their dreams.

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Since 1993, Legacy has sold more than $14 billion in fixed annuity premium through a network of independent agents. Known as an innovator in the industry, Legacy has created fixed annuity products with an unbeatable combination of growth potential and principal protection—securing the best possible products to fit a wide range of customer needs.

1. How long have you been in business?
Since 1993.

2. What is your mission statement?
Legacy 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.

3. How many states are you licensed in? Which ones? (If Applicable)
All except AL and NY.

4. What products and services does your company specialize in?
Fixed Index and Multiple Year Guarantee annuities.

5. What separates you from the competition?
We offer the best overall combination of consumer benefits and overall Producer compensation.

6. What is the #1 benefit of working with your Company?
We respect your independence and offer a wide range of products and carriers under one roof. One contract—multiple carrier affiliations—one commission check.

7. What types of incentives (or perks) do you offer?
Legacy Rewards Points—awarded based on commissions you earn. You control your rewards and can use them for top brand-name merchandise, travel, and business building programs.

8. Do you offer products and/or services that no one else offers?
Our annuity products are all proprietary and available exclusively through Legacy. Ask about our “checkbook” access after 30-days, the Beneficiary Rider Plus, and the Enhanced Care Rider. Additionally, Legacy MAP gives you 24-hour access to totally integrated smart marketing communications, a web-based CRM, website builder.

9. What is the first thing you want prospective agents/advisors to know about your organization?
Rely on us for multiple client solutions with an unbeatable combination of growth potential, principal protection, and access to funds.

10. How do you measure success & how do you share success with your agents/advisors?
We are successful when you have the products and tools you need to build financial independence for your clients and yourself.