Tuesday Tips – 05/20/2014

Alerts

Legacy Financial Partners Closed 5/26
LFP will be closed Monday May 26th in observance of Memorial Day.

Sales Incentive for North American
North American is running a sales incentive May 19th-July31 for sales of its RetireChoice series. For submitted and paid premium up to 499k north American is giving away a $300.00 gift card. Premium between 500k and 999k receives a $750 gift card and premium 1mm+ will receive a $2,000 giftcard. In addition to this you also receive your marketing dollars through LFP on top of your commission. Call for additional details.

Sales Opportunity

The Cost of Sitting on The Sideline
Many consumers look to CD’s, savings accounts, and money market accounts when they are concerned about safety. Unfortunately over time this can cost the client significantly. A fixed indexed annuity can be a great alternative. I’ve attached a great sales piece that illustrates this point and can be used with clients.

Industry News

Tax Revenues at Record Pace
As of April the total tax receipts taken in by the government are just over 1.7 trillion. Even at this record pace the government is still running at a deficit of 306.411 billion for the current fiscal year.

Hot Rates

Competitive Rates With a Phone Application
Americo has introduced a new application process for their simplified issue and guaranteed issue products. They no longer require a paper application. Agents now have the option of calling in and setting up the application when they’re sitting with the client. On top of this their rates are very competitive. I’ve attached a product spreadsheet. Call for details.

Sales Downloads

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Hot Rates Downloads

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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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