Have a jumbo case in the works? Legacy is your home for jumbo cases, up to $2 million with no comp reduction!
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Legacy—Still Your Home for JUMBO Cases!
CARRIER MAXIMUM PREMIUM PER OWNER
WITHOUT PRIOR APPROVAL*
Annuity Product Type
Americo Financial
Life and Annuity
Insurance Company
No bonus: $2 million (issue ages 0–75).
$1 million (issue ages 76+).
Bonus: $1 million.
Ameritas Life
Insurance Corp.
No bonus: $2 million.
Bonus: $2 million (issue ages 0–74).
$1 million (issue ages 75+).
Integrity Life
Insurance Company
No bonus: $1.5 million (issue ages 0–75).
$1 million (issue ages 76+).
Bonus: $1 million.
With Legacy’s one-stop shop, that’s up to $5.5 million per
owner without prior home office approval!
Take advantage of:
No extra approval process.
No additional paperwork.
No commission reduction.
Simplified case management.
Have a jumbo case that exceeds these limits?
You can still submit it with prior home office approval.*
For additional information and sales ideas, call the
Legacy Marketing Group® Sales Team at
800-395-1053, Ext. 4002
LMG Logo
Each carrier’s standard suitability requirements/guidelines will apply. Commission payments up to $35,000 for a single case will be paid when the case goes in force; any remaining commission will be paid 30 calendar days from the policy effective date.
* For total premium exceeding the maximum per owner, prior home office approval is required, and a commission reduction may apply. To request a required approval, please complete the Legacy Jumbo Case Approval form and, for Americo products only, the Americo Annuity Exceptions form.
LMG4329v1021   FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.