Tuesday Tips – December 29th, 2015


Holiday Hours
Legacy Financial Partners will be closed 12/31/15 and 1/1/16 for the New Year holiday.

North American Rate Decrease
North is reducing current rates on several non marketed life products. Most of the products affected are GUL’s whose pricing is based off of guaranteed rates not current rates. Call today for a full listing of affected products.

Sales Opportunity

External Term Conversions
A potential source of new premiums are external term conversions. Several carriers allow a client to convert another carriers term plan to their permanent product. This can be a great opportunity when reviewing a prospect or clients current term coverage.

Industry News

$307 Settlement
J.P. Morgan has agreed to pay over 307mm stemming from allegations that J.P. Morgan didn’t disclose to consumers their preference to invest clients money into their own investment products.

Hot Rates

Signature Plus IUL
ANICO is rolling out a new FIUL on January 1st. The New product, Signature Plus IUL, offers competitive caps, multiple indices, and living benefits. In addition to this it offers an option C death benefit in addition to the standard A and B and also offers an interest bonus starting in year 11. 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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