Tuesday Tips – April 28th, 2015


Athene Upgraded

Athene rating with A.M. Best has been upgraded to A-. Call today to learn more about their product offerings and state availability.

F&G Rate Decrease

The rollup rates for the Safe Income Plus, Prosperity Elite Series, Income and Wealthbuilder series, FG Accumulatro Plus series, FG Index-Choice 10, and performance Pro are all decreasing by .50bps this week. The change will take effect April 29th.

Sales Opportunity

The Cost of Waiting

Many consumers have a tendency to drag their feet when it comes to setting up a financial plan or saving enough for retirement. One of the biggest challenges is getting them to understand that not having a plan or waiting to plan can have a significant effect on their quality of life in retirement. Attached is a great visual piece that discusses not only the state of the economy but a wealth of charts and information discussing the potential hurdles when saving for retirement and why proper planning is so important.

Industry News

Federal Spending

According to the CBO year to date the federal government has ran a budget deficit of $430 billion which is $17 billion more than the same time period in 2014.

Hot Rates

Allianz Life Pro +

The Life Pro + indexed universal life policy with Allianz is a competitive product designed for cash accumulation and flexibility. It offers a number of indexing options with annual point to point caps as high as 15%. In addition to this it offers flexible death benefit payout options as well as optional LTC benefits. Call today for more information.

Sales Opportunity 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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