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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 and indexed annuity 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 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.
- Aggregate commissions also mean easier qualification for luxury trips and other incentive programs.
Exclusive fixed annuities provide differentiation:
- Best balance of client benefits and agent compensation.
- Innovative strategy choices.
- Competitive income riders.
- “Checkbook” access.
Independence without sacrificing sales support and peer interaction:
- Multiple training forums:
— Road Shows and monthly webinars. - Dedicated relationship managers and daily agent outreach.
- Solution-focused sales tools.
Luxury incentive trips.
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 $16 billion in premium since the mid 1990s. Lynda’s unique philosophy drives value-added, leading-edge proprietary products, innovative services, and sophisticated training for a field force of more than 15,000 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
Legacy Agents
Marketing: 800-395-1053, Ext. 4002
Commissions: 800-395-1053, Ext. 4014
Want To Get Contracted?
Relationship Managers: 888-472-2781
Administrative Services
Dell
P.O. Box 81728
Lincoln, NE 68501
777 Research Drive
Lincoln, NE 68521
Main Fax
800-813-6095
Main Phone
877-549-7663
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- Policyholder Services #2
- Claims #27