Tuesday Tips – April 7th, 2015


LibertyMark Rate Change

Effective April 15th rates on the LibertyMark 7 and 10 series will be reducing. Applications must be in house by April 14th to qualify for the old rates. Call today for additional details.

Phoenix Product Changes

Effective April 15th Phoenix will discontinue sales of the select plus, phoenix edge spia, family shield, and reflections gold bonus. In addition to this Phoenix will be reducing the payout percentage on their income riders. Call today for additional details.

Sales Opportunity

CD Renewals

April is CD Renewal month. In preparation for this we have put together a comprehensive sales kit with sales presentations, concept pieces, and point of sale pieces. Call today to request your kit.

Industry News

Annuity Increase in 2014

Total annuity sales for 2014 were $22.4 billion which was an increase of 3.8% according to Beacon Research and Morningstar.

Hot Rates

American Equity Traditions Gold

The traditions Gold offers annual pt to pt caps as high as 5% including a performance trigger option at 3.75%. In addition to this it offers 6 income rider options and has a death benefit and income doubler included. Call today for 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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