Tuesday Tips – 08/05/2014


Trusted Optimized Producer
After almost a year of development and countless hours of work the Trusted Optimized Producer Program is finally launching. We are hosting a webinar on August 12th at 10:00 CST to discuss the program and how it will impact your business. This system is the next evolution of marketing in the digital age. Give me a call to get registered or visit our website. We look forward to seeing you there.

Pro V1 Annuity Discontinued
Allianz has announced that it will be discontinuing sales of the Pro V1 annuity. This will go into effect August 29th. Applications must be received at the home office by this date to purchase the product. Call me for additional details.

Sales Opportunity

Beneficiary Reviews
Beneficiary reviews are a great reason to contact a client, or a prospect for that matter. This can be a great opportunity to make sure you records are up to date and also pick up additional annuity and life insurance sales. I’ve attached a beneficiary review kit that has a prospecting letter, fact finder, and sales ideas. Give me a call if you would like to discuss this or any of our other sales kits.

Industry News

Living Benefits
According to a recent Milliman annual survey sales of life insurance policies with long term care or chronic illness riders is continuing to increase. During the first 9 months of 2013 chronic illness riders were attached to 11% of all universal life sales and 33% of all fixed indexed universal life policies. Similarly, long term care riders made up 17% of all universal life sales and 9% of all fixed indexed universal life sales. Call today to learn what options we have.

Hot Rates

LegendMark Annuity
Legacy has introduced their LegendMark annuity series. 10 and 14 year surrender options are available with annual point to point caps up to 9% available. Not only is this product geared for accumulation but, it has a very competitive low cost income rider. Call today for details and state availability.

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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