Need-to-know information critical to your business.
January 17, 2017
LibertyMarksm 7-Year Products Available Again in California
Great news: Starting immediately, the seven-year LibertyMark products—7, SE 7, 7 Plus, and SE 7 Plus—are once again available in California!
In response to new regulation in the state, LibertyMark 7, SE 7, 7 Plus, and SE 7 Plus will feature a lower surrender charge schedule in California—8.3, 8.2, 7.2, 6.2, 5.2, 4.2, 3.1, 0%—but the same consumer benefits and features as before, including rates. For example:
  Up to 107% participation rate.*
Up to 5% GA-level commission.**
For the most recent forms—including the new California Supplemental Suitability Form, 16-239-1 (11/16), which is required with all annuity applications in California—please visit The Forms Store.
Need sales ideas or more information? Call the Legacy Sales Team at 800-395-1053, Ext. 4002.
We appreciate your business.
LibertyMark 7, SE 7 (Contract Series 411/4196); LibertyMark 7 Plus, SE 7 Plus (Contract Series 411/4191/4196). Products are single premium deferred fixed indexed annuities underwritten by Americo Financial Life and Annuity Insurance Company (Americo), Kansas City, MO, and may vary in accordance with state laws. Products distributed by Legacy Marketing Group®. Some products and benefits may not be available in all states. Certain restrictions and variations apply. Consult contract and riders for all limitations and exclusions. Legacy Marketing Group is an independent, authorized agency of Americo. The Liberty Optimizer administrative fee of 1.00–1.50% (depending on the product version selected) will be deducted from the Accumulation Value at the end of each contract year, including the first.
* On LibertyMark SE 7 two-year risk control point-to-point strategy. Rate effective December 29, 2016, and subject to change.
** On LibertyMark 7 and SE 7, ages 0–80. Refer to Compensation Schedule for details.
14-601-23 (01/17)