Integrity Marketing Group LLC, a life and health insurance broker and wealth management and retirement planning solutions provider based in Dallas, has acquired Legacy Insurance and Financial Services. Legacy is an independent marketing organization and financial services provider based in Salt Lake City.
As part of the acquisition, Larry Gray, managing partner of Legacy, will become a managing partner in Integrity and Wayne Gray, founding partner of Legacy, will become a partner in Integrity. Financial terms of the acquisition were not disclosed.{mprestriction ids="1,3"}
Founder Wayne Gray entered the insurance industry in 1980 and launched Legacy in 2006. His son, Larry Gray, joined the company in 2008, following his military service. Larry Gray assumed executive leadership soon after joining the company.
“Larry and Wayne are true visionaries who see obstacles only as opportunities,” said 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 clients. Integrity offers its partners world-class support and remarkable opportunities for collaboration and growth. We’re so proud to have Larry, Wayne and their team join us on our mission to innovate insurance, and we’re thrilled to welcome them to Integrity.”
“My military background allowed me to lead and serve people who were facing some of the greatest challenges of their lives. That experience gave me greater empathy and a desire to protect others,” said Larry Gray. “Integrity shares Legacy’s goal to serve American families; their commitment and culture align 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.”
“Integrity offers us proprietary platforms and best practices we haven’t yet incorporated into our business,” said Wayne Gray. “Our agents will be thrilled to have access to more products, carriers and technology, all of which will make the important work they do easier and faster.”
Since 2006, Legacy has expanded to operate in offices throughout the western United States, serving seniors 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.{/mprestriction}