Legacy was started by CEO Lynda Regan in 1993 and functions around four core values: Innovation, Respect, Passion and Integrity. Since its founding Legacy has sold over $15 billion of fixed annuity premium. Legacy is a marketing umbrella for exclusive annuities offered only through Legacy and underwritten by American National, Fidelity & Guaranty Life and Phoenix. Please call WealthMark Advisors for details or supplies (210) 340-4656.

Portfolio Includes:
  • Traditional Fixed Annuities

  • Indexed Annuities

  • SPIA Alternative

  • A.M. Best: A (Excellent)


Visit the Legacy website for more information.