Tuesday Tips – December 20th, 2016


LFP Holiday Schedule

Legacy Financial Partners will be closed Friday 12/23 and Monday 12/26 in observance of the Christmas holiday.

Equitrust Raises Rates

Equitrust has raised rates on all of their FIA products.  Increases range from .15bps-.50bps depending on product and crediting method.  Call today for an updated rate sheet.

Sales Concept

The Right Retirement Plan

Most business owners started a business because they were passionate about an idea.  What happens for some business owners is that the idea takes off and their idea grows into a business.  While a business owner might be knowledgeable about their business, they probably aren’t that knowledgeable about the various retirement plans available to them.  Available for download is a simple, straightforward, flow chart that can be used with a business owner client to explain the various options available to them and the pros and cons of these options.

Industry News

Fed Raises Rates

The Fed announced last week that they would be increasing the fed rate by .25%.  The Fed last raised rates in December of 2015.  In addition to this the Fed signaled that it would more than likely raise rates more quickly in 2017.

Hot Rates

Equitrust MarketBooster FIA

The MarketBooster FIA by Equitrust is a 9 year product with competitive upside potential.  The product offers a 7% premium bonus and an annual point to point cap of 3.5% along with four additional allocation options.  In addition to this it offers an option income rider and a nursing home waiver.  Call today for additional details and state availability.

Sales Concept Download

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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