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CARRIER
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MAXIMUM PREMIUM PER OWNER
WITHOUT PRIOR APPROVAL*
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Annuity Product Type
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Americo Financial
Life and Annuity
Insurance Company
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No bonus:
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$2 million (issue ages 0–75).
$1 million (issue ages 76+).
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Bonus:
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$1 million.
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Ameritas Life
Insurance Corp.
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No bonus:
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$2 million.
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Bonus:
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$2 million (issue ages 0–74).
$1 million (issue ages 75+).
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Integrity Life
Insurance Company
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No bonus:
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$1.5 million (issue ages 0–75).
$1 million (issue ages 76+).
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Bonus:
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$1 million.
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With Legacy’s one-stop shop, that’s up to $5.5 million per
owner without prior home office approval!
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Take advantage of:
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• |
No extra approval process.
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• |
No additional paperwork.
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• |
No commission reduction.
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• |
Simplified case management.
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Have a jumbo case that exceeds these limits?
You can still submit it with prior home office approval.*
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For additional information and sales ideas, call the
Legacy Marketing Group® Sales Team at
800-395-1053, Ext. 4002
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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.
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LMG4329v1021 |
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FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. |
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