Legacy Marketing Group (Legacy) today announced the launch of JourneyMark, its first joint fixed indexed annuity with Western & Southern Financial Group (Western & Southern). Issued by Western & Southern member company Integrity Life Insurance Company (Integrity Life), a carrier rated “A+ (Superior)” by A.M. Best* with a Comdex ranking of 96 out of 100,** JourneyMark offers a distinctive combination of growth potential, flexibility and income features for consumers seeking innovative ways to address their retirement goals.
Providing a choice of one of two optional riders, JourneyMark helps consumers map a customized course to retirement. JourneyMark with Cascade Rider features return of premium and minimum account value guarantees, and the 10-year product includes a 6.5% premium bonus, while JourneyMark with Expanse Rider offers either performance-based income or an enhanced death benefit if income is not activated. A base product, with a five-year version available for issue ages 86-90, provides straightforward accumulation without an additional rider charge. Coupled with diverse crediting options, including no-cap participation rate options based on indexes developed by Citigroup Global Markets Limited and Goldman Sachs, this exclusive FIA offers distinctive growth opportunities.
“We are extremely excited about JourneyMark and our relationship with Western & Southern, one of the most respected organizations in the industry. In today’s uncertain world, consumers are looking for retirement solutions that balance performance, income, guarantees and flexibility, and we believe JourneyMark accomplishes that and more,” said Preston Pitts, Legacy President.
“Our alliance with Legacy Marketing Group capitalizes on an opportunity to leverage the marketing capabilities and distribution network of a respected and dynamic industry name,” said Mark Caner, President, W&S Financial Group Distributors. “We believe JourneyMark — developed in collaboration with Legacy — offers a compelling combination of measures for growth potential and protection certainty.”
JourneyMark is offered exclusively through agents contracted with Legacy Marketing Group and is currently available in the District of Columbia and 49 states, including California, Florida and Texas.
About Legacy Marketing Group
Legacy Marketing Group works with respected insurance companies to design and market proprietary products that provide financial security to countless Americans. These products are sold exclusively through the company’s nationwide network of independent marketing organizations and insurance agents. With more than 27 years of industry experience and a full-service approach and relationship-focused attitude, Legacy is a recognized leader in the independent Producer distribution channel. From its beginning in 1993, Legacy’s vision has been to create value for independent insurance marketing organizations, agents, and consumers by providing unique and innovative products designed to help people reach their retirement goals. Legacy’s passion to innovate and serve has become the bedrock of the company.
Legacy Marketing Group
800-395-1053, Ext. 5810