Tuesday Tips – August 18th, 2015


Proposed DOL Rule would mean big changes for insurance agents

Financial professionals like you have an important part in helping clients grow their savings and achieve a financially secure retirement. But a new proposal from the Department of Labor (DOL) would impact millions of American retirement savers and their relationship with their financial professionals. Many insurance carriers are urging agents to take action to stop this new rule that would essentially impose fiduciary status on ALL financial professionals who provide services to retirement savers. Please click on the following link to learn more.

Sales Opportunity

Sales Contest

Legacy Financial has launched a sales contest that will run from August 1st through September 30th. There will be prizes for qualifying as well as for most premium submitted and most applications submitted. The top prizes are 2 regular season tickets to any sporting event up to $1,000.00 or 2 roundtrip airline tickets up to $1,000.00 value. Call today for additional details

Industry News

Symetra agrees to be acquired by Sumitomo Life Insurance Company

Last week Symetra announced an agreement to be acquired by Sumitomo Life Insurance Company, a leading and highly respected Japanese insurance company. Sumitomo Life intends to keep Symetra intact, including all of their businesses, leadership, employees, products and distribution channels. They will still use the Symetra name and brand.

Hot Rates

Athene adds free income rider option for the TargetHorizon Series

Athene is adding a very attractive free income rider option to the TargetHorizon lineup! The TargetPay and TargetPay Plus income riders are still available for a charge of 1.25% and 0.95% respectively, but there is now a third option to choose from. The TargetHorizon income rider is now available at no charge. The income account value will roll up at a 5% rate for a maximum of 20 years. If you have clients that like the idea of an income rider, but don’t want to pay for it, this may be the perfect solution. Call for 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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