Our Mission

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.

Founded in 1993, Legacy maintains a nationwide network of agent relationships that it develops and nurtures every day. Some of the top agents in the country make Legacy their home for fixed annuity and life insurance business. Our strategy reflects a passion to provide outstanding products and services to these independent agents and their clients. We’re honored to develop insurance products and solutions that provide financial security to thousands of Americans, helping them to build and protect the life of their dreams.

Single business relationship creates efficiencies, saves time and money:

  • One agent contract, multiple carriers and products.
  • One marketing team and one service team.
  • One secure Web interface that combines all Legacy exclusive business:
      — Application status.
      — Policyholder information.
      — Commissions, sales tools, and much more.
  • One contact for large-case efficiency (split large cases between carriers).
  • One commission check and 1099.

Exclusive Products provide differentiation:

  • Best balance of client benefits.
  • Innovative strategy choices.
  • Competitive income riders and enhanced benefits.

Independence without sacrificing sales support and peer interaction:

  • Multiple training forums:
      — Legacy Academy and monthly webinars.
  • Dedicated relationship managers and daily agent outreach.
  • Solution-focused sales tools.

Legacy Expertise:

  • 50% of employees with company for 15+ years.
  • 65% of employees with company for 10+ years.
  • 87% of employees with company for 5+ years.

Officers

Lynda Pitts

Founder, Chief Executive Officer

Visionary, pioneer, and innovator, Lynda has parlayed a 30-year career in the insurance industry into one of the most dynamic, agent-driven and agent-owned marketing firms in the country, generating $20 billion in premium since the mid 1990s.

Lynda’s unique philosophy drives value-added, leading-edge Exclusive Products, innovative services, and sophisticated training for a field force of more than 27,000 agents. Her goal, to help them become more successful, catapulted Legacy to a position as a major provider of insurance products nationwide.

Legacy is known for many industry firsts and exclusives that emphasize fairness and full disclosure, reflecting an “everyone wins” company philosophy.

R. Preston Pitts, CPA, FLMI

President

Instrumental in driving Legacy’s growth since he joined the company in 1994, Preston immediately embraced and enhanced Lynda’s vision for Legacy and today champions products and programs that support agents building their businesses. An independent entrepreneur himself prior to joining Legacy, he brings a deep passion and commitment to Legacy’s mission as a agent- and service-focused organization.

Preston founded an Atlanta-based CPA firm specializing in auditing and consulting for insurance companies, and brought more than 25 years of insurance industry consulting and executive leadership to Legacy. In addition to his consulting firm, he was a financial officer with two Fortis-owned insurance firms and served as an audit manager with the international accounting firm of Ernst & Young.

Preston develops and guides the company’s goals and vision as he oversees Legacy’s daily operations.

Contact Us

Legacy Marketing Group®

2090 Marina Avenue

Petaluma, CA 94954-6714

Phone: 800-395-1053
Fax: 800-211-5641
E-mail: marketing@legacynet.com

California Insurance License Number: 0B 18033
Approved Fictitious Names On File: Legacy Marketing Insurance Services

Legacy Agents

Marketing/Commissions: 800-395-1053, Ext. 4002

Customer Service and Suitability Help Desk: 800-395-1053, Ext. 5819

Want To Get Contracted?

Relationship Managers: 800-395-1053, Ext. 4002

Administrative Services

Dell

(Mail)

P.O. Box 81728

Lincoln, NE 68501

(Overnight)

777 Research Drive

Lincoln, NE 68521

Fax: 800-813-6095

Phone: 877-549-7663

  • New Business #4
  • Licensing and Contracting #6
  • Policyholder Services #2
  • Claims #27
E-mail: Americo Financial Life and Annuity Insurance Company (For Legacy's proprietary product LibertyMark)
(Mail)
P.O. Box 410288
Kansas City, MO 64141-0288

(Overnight)
300 W. 11th Street
Kansas City, MO 64105-1618

Phone:
  • New Business: 800-786-4558, Dial 1 for Agent Call Center.
  • Policyholder Services: 800-786-4558, Dial 2 for Annuity PHS.
  • Claims Services: 800-634-1181, Dial 6 and then 3
  • Licensing and Contracting (Legacy): 800-395-1053, Ext. 4002
  • Customer Service and Suitability Help Desk (Legacy): 800-395-1053, Ext. 5819
Fax: 800-395-9261
E-mail:
  • New Business requirements: submit@americo.com
  • Policy Holder/General requests: customer.service@americo.com
  • Licensing and Contracting (Legacy): AmericoContracting@legacynet.com
  • Customer Service and Suitability Help Desk (Legacy): suitabilityhelpdesk@legacynet.com
American National Insurance Company
Mail (for correspondence and additional premium)
P.O. Box 10427
Springfield, MO 65808-0427

Phone:
  • 800-252-9546 (Annuity)
  • 800-899-6806 (Life)
Athene Annuity & Life Assurance Company (formerly Investors Insurance)
Mail (for premium payments / annuity deposits)
P.O. Box 602978
Charlotte, NC 28260-2978
Phone: 866-626-1161

Mail (for service forms/ correspondence)
P.O. Box 19032
Greenville, SC 29602
Phone: 866-626-1161

The information presented on this website is intended for life insurance industry professionals. If you are a
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