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 insurance 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, long-term care, 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.
  • Save time and money by using our online new business solution.

Exclusive Products provide differentiation:

  • Best balance of client benefits.
  • Innovative strategy choices.
  • Competitive income riders and enhanced benefits.
  • Immediate-need long-term care insurance providing tax-free long-term care benefits with no pre-existing health restrictions.

Independence without sacrificing sales support and peer interaction:

  • Multiple training forums.
  • 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

Marketing and Distribution

2090 Marina Avenue
Petaluma, CA 94954-6714

Phone: 800-395-1053
Fax: 800-211-5641
Website: www.legacynet.com
E-mail: Marketing@legacynet.com

Sales Support Hours: 6:30 a.m. to 4:30 p.m., Pacific Time

California Insurance License Number: 0B 18033

Important Phone Numbers

  • Marketing: 800-395-1053, Ext. 4002
  • Suitability/Compliance and Customer Service Advocate Help Desk: 800-395-1053, Ext. 5819
  • Commissions: 800-395-1053, Ext. 4014
  • Licensing and Contracting: 800-395-1053, Ext. 4007

Email

 

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

Administrative Services

Mail
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. 4007
  • Suitability/Compliance and Customer Service Advocate Help Desk: 800-395-1053, Ext. 5819

E-mail

 

Americo Financial Life and Annuity Insurance Company
(For Legacy’s proprietary products LibertyMarksm and ClassicMarksm)

Administrative Services (All Americo business, EXCEPT RLP)

Mail
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. 4007
  • Suitability/Compliance and Customer Service Advocate Help Desk: 800-395-1053, Ext. 5819

E-mail

 

Reliable Living Plan
(From Americo Financial Life and Annuity Insurance Company)

Submitting New Business

Links to the Reliable Living Plantm (RLP) Underwriting Tool for Assessment of Health (UTAH PDT) and the Quote & Enrollment System (Q/E) are available on the Reliable Living Plantm (RLP) product page of LegacyNet®.

Note: Access to Q/E requires a secure logon and password. Instructions for setup will be sent
1-3 days after receiving confirmation of your LTC insurance appointment with Americo.

Important Phone Numbers

  • Licensing and Contracting (Legacy): 800-395-1053, Ext. 4007
  • Commissions: 800-395-1053, Ext. 4014
  • Marketing/Sales Support: 800-395-1053, Ext. 4002
  • Questions regarding UTAH PDT and Q/E: Please contact your Legacy representative.
  • New Business/Policyholder Services: 844-757-7787

E-mail

 

NTT Data
(Formerly Dell Service Center)

FGL; Phoenix, a Nassau Re Company; Transamerica; Washington National

Administrative Services

Mail
P.O. Box 81728
Lincoln, NE 68501

Overnight Delivery
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

  • Policyholder Services: 877-549-7663 - Dial #2
  • Claims: 877-549-7663 - Dial #27
  • FGL Claims ONLY: 866-702-2194, Dial #5
  • Transamerica Claims ONLY: 800-553-5975, Dial #3

E-mail

 

The information presented on this website is intended for life insurance industry professionals. If you are a
consumer seeking information on fixed annuities or the life insurance industry, please click here.