With The Legend Group®, you can offer your employees a wide range of investment options while potentially reducing your administrative burden. That’s because Legend's innovative self-directed custodial account enables §403(b) plan participants to select and hold mutual funds from multiple fund families in one account, with one-check employer billing. A selection of 4 fixed and variable annuities are also available1. This means you need only set-up and maintain one investment provider agreement with one vendor to provide access to a selection of nationally recognized mutual fund families and annuity products.
Fixed and variable annuity products from Great American, AIG/VALIC and Symetra are available as well as variable annuity products from Great American and Security Benefit.
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Legend Equities Corporation. Please read the prospectus or prospectuses carefully before you invest or send money.