Tuesday Tips – August 2nd, 2016


Athene Sunsetting TargetHorizon

Athene has announced they will be discontinuing sales of the TargetHorizon FIA series effective September 2, 2016.   Applications must be in house by September 2, 2016 4pm cst.  If there is a transfer or 1035 funds must be received no later than October 28, 2016.  Call today for additional details.

American Equity Rate Decrease

American Equity has announced a rate decrease that will take effect August 5, 2016.  Rates on their MYGA and their Choice series of FIA’s.  Rates will still remain competitive but call for an updated rate sheet.

Sales Opportunity

Business Valuations

Most business owners have an idea in their head of what their business is worth unfortunately that actual valuation number is always different.  This can be a huge issue in the event of the business owners death or in the sale of the business or for any business continuation planning.  Offering a business valuation can be a great non invasive way to offer value to a business owner and also unlock planning opportunities.  LFP has a free service that will complete a valuation for a business.  Call today for details.

Industry News

529 Plans Grow

In a recent report from Morningstar showed that over the last year there has been a 4.3% increase over the previous year in the amount of money held in 529 plans.

Hot Rates

ANICO Simplified Issue Term

American National offers an incredibly competitive simplified issue term plan up to 250k of face amount.  The product writes age 18-64 based off of length and also has a simple E application.  It is also available for group cases.  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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