Tuesday Tips – December 22nd, 2015


Holiday Schedule

Legacy Financial Partners will be closed 12/24/15 and 12/25/15 in observance of the Christmas holiday.

Rate Increases

Forethought and Equitrust have both increased rates on multiple products. Call for an updated rate sheet and additional details.

Sales Opportunity

Updated Rates

2016 is rapidly approaching. Available for download is our 2016 tax guide with updated rates for 2016.

Industry News

Fed Rate

Rates are going up. The federal reserve announced last week they will be raising rates incrementally over the course of 2016. Signaling a positive outlook on the economy.

Hot Rates

Legacy LibertyMark

The LibertyMark FIA series offered by Legacy Provides competitive upside potential with guaranteed growth. Seven and ten year surrender products are available that have the option of both up front and persistency bonuses. In addition to this the products write to age 85 and offer annual point to point caps as high as 6.75%. The products also offer a competitive minimum guarantee which is 1% on 100% of the premium instead of the standard 87.5%. Call today for additional details and state availability.

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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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