Take note of important information on withdrawal requests, holiday office closures, and advertising guidelines.
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Legacy
Keeping you in the know with information you can use.
November 7, 2023
Important Year-End Deadline Information and More
Year-End Withdrawal Request Deadline
Thinking of Advertising?
Holiday Office Closures
Year-End Withdrawal Request Deadline
To ensure processing by year-end, withdrawal requests, such as Required Minimum Distribution (RMD) payments, must be received by Friday, December 1, 2023. Withdrawal requests, such as RMD payments, must be submitted by e-mail, fax, or mail.
Administrative Office Submission Information
Americo Financial Life and Annuity Insurance Company
Email: submit@americo.com
Fax: 800-395-9261
Mailing Address: PO Box 410288,
Kansas City, MO 64141-0288
Overnight Address: 300 W. 11th Street,
Kansas City, MO 64105-1618
Ameritas Life Insurance Corp.
Fax: 844-874-5235
Mailing Address: PO Box 305086, Nashville, TN 37230-5086
Overnight Address: Attn: New Business, 100 Centerview Drive, Suite 100, Nashville, TN 37214
Integrity Life Insurance Company
Email: salessupport@wsfinancialgroup.com
Fax: 888-220-2677
Mailing Address: PO Box 5720, Cincinnati, OH 45201-5720
Overnight Address: 400 Broadway, Cincinnati, OH 45202-3341
NTT Data
Email: DS.Lincoln.NE.Legacy.Claims@nttdata.com
Fax: 800-813-6095
Mailing Address: PO Box 81728, Lincoln, NE 68501
Overnight Address: 777 Research Drive, Lincoln, NE 68521
Thinking of Advertising?
Legacy Marketing Group® encourages you to promote the strong features and benefits of its products. In fact, our online Ad Catalog offers an assortment of preapproved advertisements that can be downloaded and used “as is” to market to prospects and clients. If you are a Platinum- or Diamond-level member of Legacy’s Concierge Program, we will customize any available consumer ad with your logo and contact information. If you’d prefer to create your own advertisement, remember that Legacy and/or carrier approval is needed before using advertising materials promoting Legacy and/or the carriers or products we represent. This applies to materials used for prospecting clients and for recruiting agents. “Blind ads” (ads that mention product features but don’t necessarily name the product or carrier) still need prior approval.
Approval is also needed for all material used to generate interest in our carriers’ products, including general descriptions of annuities or descriptions of how annuities might be used to further particular financial objectives. This applies to all media, including e-mail, websites, print, social media, and video. Don’t risk an ad violation (which could result in a fine of up to $10,000 and termination).
For more information, see Legacy’s Advertising Guidelines on the LegacyNet® Compliance page.
Holiday Office Closures
Date Legacy Americo Ameritas Integrity NTT Data
November 22
(Day Before Thanksgiving)
Open Open* Open Open Open
November 23
(Thanksgiving)
Closed Closed Closed Closed Closed
November 24
(Day After Thanksgiving)
Closed Closed Closed Closed** Closed
December 22
(Friday Before Christmas)
Open Open* Open Open Open
December 25
(Christmas Day)
Closed Closed Closed Closed Closed
December 26
(Day After Christmas)
Closed Open Closed Open Open
January 1
(New Year’s Day)
Closed Closed Closed Closed Closed
* Office closes at 3:30 p.m., Central time.
** Sales Desk remains open.
For more information, contact the Legacy Marketing Group Sales Team at 800-395-1053, Ext. 4002.
LMG4334v1123   FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.