 |
|
Introducing OptiMark,
exclusively from Legacy—a powerful fixed
indexed annuity meticulously crafted to provide the potential to
elevate your clients’ retirement savings in bear, bull, or flat markets!
|
|
Unlock new opportunities for your clients today with:
|
 |
Diverse range of index options designed to
respond to a variety of economic scenarios.
|
|
12% upfront premium bonus (10% in LT states).*
|
|
Powerful rates, with caps as high as 16.40%.**
|
|
Optional enhanced death benefit rider
provides beneficiaries 220% of the initial premium after 15
years.†
|
|
Backing of “A” rated Americo Financial Life and
Annuity Insurance Company.††
|
|
|
Take your
product training
now, and start selling!
|
|
Want to learn more about the OptiMark
opportunity? Call the Legacy Marketing Group®
Marketing Field Support Team,
800‑395‑1053, Ext. 4002
|
|
OptiMark Forms:
Series 424, 424 DP, 2533, 2533 DP, 2543, 2543 DP, 4204, 2537, 2537 DP, 2509 PTPP
(04/24), 2509 PTPC (04/24), 2509 PTP DROG, 2509 PTPIC, AAA424, AAA424 DP, AAA2533, AAA2533
DP, AAA2543, AAA2543 DP, AAA4204, AAA2537, AAA2537 DP, AAA2509 PTPP (04/24), AAA2509 PTPC
(04/24), AAA2509 PTP DROG, AAA2509 PTPIC; ICC25 424, ICC25 424 DP, ICC24 2533, ICC24 2533
DP, ICC25 2543, ICC25 2543 DP, ICC19 4204, ICC24 2537, ICC24 2537 DP, ICC24 2509 PTPP, ICC24
2509 PTPC, ICC25 2509 PTP DROG, ICC25 2509 PTPIC.
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 are designed and
exclusively marketed 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 and any licensed insurance agent/agency shown on this ad are independent,
authorized agents/agencies of Americo. OptiMark is a service mark of Legacy Marketing Group.
|
| * |
Bonus recapture applies to withdrawals over the penalty-free amount, rider termination, or contract
surrender. See Quick Reference for details.
|
| ** |
Rate shown for S&P 500 One-Year Point-to-Point Inversion With Cap Lock, effective September 15, 2025, and subject to change.
|
| † |
Rider cost is 0.15% per year.
|
| †† |
Rating for Americo Financial Life and Annuity Insurance Company (Americo), December 2024.
Americo Financial Life and Annuity Insurance Company has a financial strength rating of A (Excellent,
3rd out of 15 rating categories). AM Best’s rating is assigned after a comprehensive quantitative and
qualitative evaluation of a company’s balance sheet strength, operating performance, and business
profile. AM Best uses a scale of 15 ratings, ranging from
“A++” to “F.”
|
|
AF1737v0925
25-603-1 (09/25) |
|
FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. |
|
|
|
|
|