Tuesday Tips – 04/15/2014


Heartbleed Bug
As you may have heard the Heartbleed Bug was disclosed last week. This bug has affected millions of websites and can steal password information as well as other sensitive information. I’ve included a link that lists out the most common websites that were affected and whether or not you need to update your password. http://mashable.com/2014/04/09/heartbleed-bug-websites-affected/?utm_cid=mash-com-fb-main-link


Transamerica Reduces Rates
Transamerica has reduced rates on their 20yr term product. In addition to this Transamerica’s TOP Program allows for an individual who has purchased life insurance within the last 5 years to purchase up to an additional $1mm of term life insurance without a medical exam.

Sales Opportunity

Bridging the Gap
One of the more challenging aspects of the advisor client relationship is bridging the gap between existing clients and the next generation. Attached is a great piece that can be used to start the conversation. Not only will this help the next generation with a difficult transition but, it can also help to make sure they don’t just spend down an inheritance.

Industry News

Sebelius Resigns
Kathleen Sebelius has resigned as Health and Human Services Secretary. Sebelius has overseen the PPACA and it’s rollout and resigns as the initial enrollment period has ended. Her replacement will be Sylvia Matthews Burwell who is currently director of the Office of Management and Budget.

Hot Rates

Legacy Introduces LibertyMark
Legacy has rolled out its LibertyMark FIA series. It is a true walk away FIA designed for accumulation. The products offer 7 different index options including 4 that are uncapped. In addition to this it offers a unique dual bonus structure on the accumulation value. Call today for details.

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About the author

Legacy Financial Partners - Legacy Financial Partners is an independent and full service Life Insurance and Annuity FMO that provides specific marketing solutions to help their clients succeed. Using dynamic tactics, an extensive support network and progressive marketing options, Legacy Financial Partners provides unique and specific development strategies to their business partners.

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