New clients may have the misconception that all fixed index annuities are the same. There are variations in FIAs, including riders, enhanced death benefits, and liquidity options. Be sure to emphasize how your client’s choice of FIA can have the flexibility to be tailored to their lifestyle and fiscal objectives. #fias #investing #buildingalegacy
Legacy Marketing Group
Insurance
Petaluma, California 1,930 followers
The Home for the Independent Agent
About us
With 30 years of industry experience and more than $23 billion in fixed annuity premium, Legacy Marketing Group is a recognized leader in the fixed annuity industry. Legacy offers a broad portfolio of accumulation and income fixed indexed annuity products, riders, and sales tools. Legacy partners with insurance carriers and independent marketing organizations to help them build and sustain a competitive presence in the independent distribution market, through pricing and product development, compliance, administrative support, commission processing, sales, and marketing. Legacy is honored to produce insurance solutions that help consumers achieve their financial goals.
- Website
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http://www.legacynet.com
External link for Legacy Marketing Group
- Industry
- Insurance
- Company size
- 51-200 employees
- Headquarters
- Petaluma, California
- Type
- Privately Held
- Founded
- 1993
- Specialties
- Fixed Indexed Annuities, Independent Sales and Marketing Support, Service, Financial Services, Insurance, Marketing, Case Design, FIAs, Annuities, Index Annuities, Lifetime Income, Customer Service, Sales Support, Suitability Help Desk, Application Scrubbing, Annuity Illustration, Product Design, Guaranteed Income, Accumulation, Case Management, IMO Friendly, and Licensing and Contracting
Locations
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Primary
5341 Old Redwood Hwy
Suite 400
Petaluma, California 94954, US
Employees at Legacy Marketing Group
Updates
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Are you tired of explaining complicated new indices to your fixed indexed annuity clients, only to see underwhelming returns? Here’s a breakthrough: The S&P 500 IQ Index just marked one year of live performance, boasting an impressive 22.62% return in its debut year! Legacy FIAs are your exclusive gateway to the S&P 500 IQ Index. Ask us how this simple index built by S&P Dow Jones Indices provides an intelligent path to the S&P 500™. Click the link for current index performance. https://lnkd.in/eG2BzfGN #oneyear #fias
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Legacy’s National Sale Leader Dominic Cursio was in attendance at NAFA’s 2024 Annuity Leadership Forum and Hill Walk, seen below with Mike Morrone, Christopher Conroy, and Lee Stiegemeier. Thank you NAFA for the fantastic speaker lineup as well as for addressing important issues impacting retirement planning and the distribution of fixed annuities! Photo via NAFA (National Association for Fixed Annuities) #annuities #conference #buildingalegacy
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https://lnkd.in/e99FFmMX “Only 9% of consumers say they feel very knowledgeable about annuities. And, among consumers who own an annuity, still only 32% said they feel very knowledgeable about annuities.” Making consumers feel confident is key 🔑 to a strong relationship! Click above to discover what knowledge gaps potential clients may have! Article via InsuranceNewsNet #finance #annuities #insurance
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https://lnkd.in/eh5EXKsW Insurance professionals, see for yourselves the power of JourneyMark from Integrity Life Insurance Company, a proud member of Western & Southern Financial Group. Click the link above to learn more about this fixed index annuity! #flexible #annuities #buildingalegacy
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Do you have clients who are looking to retire early but want to maximize their Social Security benefits? Send them the information linked below to introduce them to an innovative lifestyle payout option that can help bridge the income gap so they can start relaxing sooner! https://lnkd.in/e7wEij-7 #socialsecurity #annuities #buildingalegacy
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https://lnkd.in/eYBzH3yK Together with our carrier partners, Legacy has assembled a suite of fixed index annuity products designed to help consumers meet their retirement goals, while providing insurance professionals with steadfast support. We recently updated our public site pages for these products with a new, mobile friendly interface that’s easy to navigate and includes links to product resources! Insurance professionals: Click the link above and select the product you’re interested in learning about. #fixedindexannuities #retirementplanning #buildingalegacy
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https://lnkd.in/e99FFmMX “Only 9% of consumers say they feel very knowledgeable about annuities. And, among consumers who own an annuity, still only 32% said they feel very knowledgeable about annuities.” Making consumers feel confident is key 🔑 to a strong relationship! Click above to discover what knowledge gaps potential clients may have! Article via InsuranceNewsNet #finance #annuities #insurance
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In observance of Independence Day, Legacy will be closed Thursday, July 4, 2024. #independenceday #freedom #buildingalegacy
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https://lnkd.in/e7v2wuY2 Increase your clients’ accumulation power with a Legacy fixed indexed annuity that’s free from built-in fees but includes the option to buy higher caps and participation rates for upgraded earnings potential. Get the full details using the link above! #accumulation #fixedindexedannuities #buildingalegacy
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