Tuesday Tips – 06/10/2014


LSW Drops Rates
LSW decreased rates on several of their annuities June 7th. Call today to get an updated rate sheet.

ANICO Changes Living Benefits
American National has updated their living benefit riders to include not only full acceleration but, partial as well. Now a client can accelerate a portion of their death benefit for chronic, critical, or terminal illness and still keep their remaining death benefit inforce. See attached brochure for details.

Sales Opportunity

Optimized Tax Strategy
Indexed life insurance can be used as an asset class for retirement planning. All too often we discuss diversification between risky and safe investments but discussing diversifying between taxable and nontaxable dollars in retirement is just as important. Attached is a great client piece that effectively articulates the idea of leveraging fixed indexed life insurance for supplemental retirement income in conjunction with other taxable assets.

Industry News

LTC Sales Decline
According to LIMRA, the number of lives covered by new long-term care insurance policies fell 33% between the first quarter of 2013 and the first quarter of 2014.

Hot Rates

Symetra SUL
Symetra has introduced a survivorship universal life product to the market. The product offers full death benefit guarantees, low premiums, and high targets. It is currently approved in all states except CA, CT, and NY. Call today to request a quote.

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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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