Tuesday Tips – August 23rd, 2016


Equitrust Raises Rates

Equitrust has raised rates on their MYGA series. They are now offering a 3% rate on their 8year as well as 3.25% on their 10 year product. In addition to this the product writes to age 90. Call today for details.

AXA Closing CT Office

AXA has announced it will be closing its Farmington, CT office in April 2017 and will be transitioning staff to their Charlotte, NC office. The move is being made to improve the customer service experience for advisors and clients alike.

Sales Concept

Prospecting Ideas

In this business it’s easy to fall into a rut or for marketing to become stagnant. Having a consistent marketing plan and trying new marketing activities is key to consistent success. Available for download is a great marketing guide with 16 prospecting ideas to get in front of consumers.

Industry News

Online Life Insurance

A recent LIMRA study found that 85% of consumers research life insurance online before purchasing. Nearly half of those purchased life insurance online or over the phone. In today’s day and age having a robust web presence is an integral part to any advisor’s practice.

Hot Rates

American Equity Traditions Gold

American Equity’s Traditions Gold is a 10 year product designed for accumulation. It offers several different index options with annual PTP caps as high as 4.5%. The produt writes to age 80 and also has an optional income rider available. 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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