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.


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


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

Americo Financial Life and Annuity Insurance Company (For Legacy's proprietary product LibertyMarksm)

Administrative Services

P.O. Box 410288
Kansas City, MO 64141-0288

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

Phone: 800-786-4558
Fax: 800-395-9261

Service Center Hours: 8 a.m. to 5 p.m., Central Time

Important Phone Numbers

  • 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. 6712
  • Customer Service, Suitability and Compliance (Legacy): 800-395-1053, Ext. 5819


Ameritas Life Insurance Corp. (For Legacy’s proprietary product FlexMark Selectsm)

Administrative Services

P.O. Box 305086
Nashville, TN 37230-5086

Overnight Delivery
100 Centerview Drive, Suite 100
Nashville, TN 37214

Phone: 800-624-5837
Fax: 844-874-5235

Service Center Hours: 7 a.m. to 5 p.m., Central Time

Important Phone Numbers

  • New Business: 800-624-5837
  • Client Services: 800-262-2360 (Fax: 844-874-5236)
  • Claims Services: 800-262-2360 (Fax: 844-874-5237)
  • Licensing and Contracting (Legacy): 800-395-1053, Ext. 6712
  • Customer Service, Suitability and Compliance (Legacy): 800-395-1053, Ext. 5819


NTT Data (Formerly Dell Service Center)

FGL, Phoenix Life, Transamerica, Washington National

Administrative Services


P.O. Box 81728

Lincoln, NE 68501


777 Research Drive

Lincoln, NE 68521

Phone: 800-300-0519 or 402-479-0115

Fax: 800-813-6095

Service Center Hours: 7 a.m. to 5 p.m., Central Time

Important Phone Numbers: 877-549-7663

  • New Business #4
  • Licensing and Contracting #6
  • Policyholder Services #2
  • Claims #27
  • FGL Claims ONLY: 866-702-2194, Dial #5
  • Transamerica Claims ONLY: 800-553-5975, Dial #3
E-mail: American National Insurance Company

Administrative Services

Mail (for correspondence and additional premium)
P.O. Box 10427
Springfield, MO 65808-0427

  • 800-252-9546 (Annuity)
  • 800-899-6806 (Life)
Athene Annuity & Life Assurance Company (formerly Investors Insurance)

Administrative Services

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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