Legend offers a wide range of products and services to meet your investment planning needs. Your Legend Group Financial Professional can work with you to assess your investment objectives, time horizon and tolerance for risk. Your Financial Professional can then help you set attainable goals, and develop and maintain a comprehensive investment program designed to help you reach them.
Speak with a Legend Group Financial Professional to find out which investment options align with your goals.
With Legend, you have access to a variety of investment vehicles, including:
An annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic payments to you, beginning either immediately or at some future date. With a fixed annuity, the insurer agrees to pay a fixed interest rate over a specified period of time.
An annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic payments to you, beginning immediately or at some future date. With a variable annuity, the interest payout can fluctuate with performance of the annuity’s underlying subaccount investments.
Equities, or stocks, are sold as shares that represent partial ownership of the issuing company. If the company does well and the price of its stock goes up, the shareholders’ investment will increase in value. Consequently, if the price declines, shareholders will lose money.
Mutual Funds are offered by companies that make investments on behalf of investors that want to pool their assets in order to invest in stocks, bonds and money market instruments issued by a variety of companies, institutions and/or governmental agencies. See the link below for a current list
Bonds represent a loan or debt owed to the investor and typically pay a fixed rate of interest for a set period of time. This income may help offset stock market volatility or provide a means to meet current expenses. Bond values fluctuate with changes in interest rates.
View List of Mutual Funds
Money Market Instruments
Money market instruments pay a fixed or variable rate of income for a short duration and return the principal to the investor when the time period has passed. They may include treasury bills, CDs of large banks and commercial paper, as well as short-term IOUs of large U.S. corporations.