Tuesday Tips – April 18th, 2017


LMG Suitability Form

Legacy Marketing Group has updated the suitability form for the LibertyMark series of products for all states except for Florida. There is no transition period on the updated forms so they are to be used immediately. Call today for additional details.

F&G Product Updates

F&G has announced several changes to their product portfolio that will go in place May 8, 2017. The Safe Income Plus and Performance Pro will only be available for sale with the income benefit. In addition to this the Prosperity Elite series will be available with either the enhancement package or the protection package. The Index-Choice 10 will no longer be offered with the income benefit. Call today for additional details.

Sales Concept

Beneficiary Reviews

Things always have a way of changing and whether it’s an existing client or a new prospect beneficiary reviews can be a great way to make sure that an individuals plan is on track and to uncover additional business. Call today to request a beneficiary review sales guide.

Industry News

Advisor Opportunity

A recent study by the MDRT found that only one out of five individuals have hired a financial advisor. The most common reason given for not having a financial advisor was that the individual thought they could manage their own finances.

Hot Rates

LFG Moneyguard II

Lincoln National’s Moneyguard II has gone through several updates and is a very competitive option for asset based LTC. The product will take either a single premium or flexible premiums for up to 25 years. The product offers a couples discount, inflation protection, and a ROP on lump sum options. In addition to this the product is simplified issue. Call today for additional 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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