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.
Traditional Fixed Annuities
A.M. Best: A (Excellent)
Visit the Legacy website for more information.