Legacy Insurance and Financial Services Partner with Integrity to Increase Agent Opportunities

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Legacy has become famous for helping families in the West protect their assets and prepare financially for retirement. Founder Wayne Gray entered the insurance industry in 1980 and has spent nearly three decades helping to grow some of the nation’s largest agencies. In 2006, he launched Legacy using the high-quality service best practices and extensive agent training he had developed earlier in his career. Wayne’s son, Larry, joined the company in 2008, after a decade of service as an infantry officer and a period of active duty in Iraq. Larry assumed executive leadership shortly thereafter and has been the driving force behind Legacy’s impressive annual growth of 46% in 2021. Legacy also boasts one of the highest agent retention rates in the industry. through a highly effective hybrid model of training and mentoring systems.

“Larry and Wayne are true visionaries who only see obstacles as opportunities,” explained Bryan W. Adams, co-founder and CEO of Integrity. “We are proud to partner with agencies like Legacy because they care passionately about doing the right thing for their agents and their clients. Integrity offers its partners world-class support and remarkable opportunities for collaboration and growth. Similarly, Legacy offers Integrity the opportunity to grow its leadership team and become an even stronger company. As an Integrity partner, Legacy can now utilize the proprietary end-to-end systems and resources that will amplify its success. We are so proud to have Larry, Wayne and their team join us in our mission to innovate insurance, and we are thrilled to welcome them to Integrity.”

“My military background has allowed me to lead and serve people who were facing some of the greatest challenges in their lives. This experience has given me greater empathy and a desire to protect others,” explained Larry Gray, managing partner of Legacy. “Integrity shares Legacy’s goal of serving American families – their commitment and culture aligns perfectly with our values. This partnership gives us access to a national stage where we can help more seniors protect their health and wealth than ever before. We also enjoy an even greater ability to attract talented people who share our passion for service. The challenges we face today will better prepare us for the success we will have tomorrow and we believe that ‘Integrity prepares Legacy for our best days ahead.

The Gray perspective and work ethic will further strengthen Integrity’s rapidly growing network of partners – a diverse group of industry leaders who collaborate to design and implement cohesive solutions for life, health and wealth management. Integrity partners help Americans plan and prepare for the good days ahead by collaborating on solutions that optimize insurance and financial services processes.

“Integrity gives us proprietary platforms and best practices that we haven’t yet integrated into our business,” said Wayne Gray, Founding Partner of Legacy. “Our agents will be thrilled to have access to more products, carriers and technology, which will make the important work they do easier and faster. This partnership secures Legacy’s future and positions us for exciting growth opportunities.” as the industry continues to evolve, in Integrity we have a partner who is ready to go far with us, and we are excited for what our future holds.

Integrity’s comprehensive insurtech platform enables agencies like Legacy to reach their full potential using industry-leading technology and services. The platform includes offerings such as real-time quoting and listing systems, customer relationship management software, and product development. By taking full advantage of Integrity’s business services infrastructure available to all partners, Legacy can streamline administrative functions while prioritizing growth strategies. These shared services include areas such as people and culture, technology and innovation, legal and compliance, and access to a world-class advertising and marketing firm.

Additionally, Legacy now has the exciting opportunity to offer its employees meaningful ownership of the company through the Integrity Employee Stock Ownership Plan.

For more information about Legacy’s partnership with Integrity, watch a video at www.integritymarketing.com/Legacy.

About Integrity Marketing Group
Integrity, headquartered in Dallas, Texas, is a leader in the distribution of personal insurance and a provider of innovative solutions for wealth management and retirement planning. Through its network of partners, Integrity helps millions of Americans protect their lives, health and wealth by committing to meet with them wherever they are – in person, by phone and online. Integrity’s advanced technology helps streamline the insurance and financial planning experience for all stakeholders. Additionally, Integrity develops products with carrier partners and markets them through its distribution network of agencies, brokerages and RIAs across the country. Integrity’s approximately 6,000 employees work with more than 450,000 agents and advisors who serve more than 10 million clients each year. In 2022, Integrity will help carriers place more $12 billion new sales and oversees over $20 billion in assets under management and advice through its RIA and broker platforms. For more information, visit www.integritymarketing.com.

About Legacy
Legacy Insurance and Financial Services is headquartered in Salt Lake City, UT. Since 2006, Legacy has expanded to operate in offices across the US Westserving the elderly in the States of Utah, Oregon, Washington, Nevada and Idaho. The agency specializes in Medicare Supplement and Medicare Advantage plans, indemnity policies, life insurance and annuities. As a brokerage master, Legacy has relationships with over 200 companies. In 2021, Legacy served over 30,000 existing policyholders and issued over 5,000 new policies, securing over $8 million premium paid.

SOURCE Integrity Marketing Group, LLC

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