Tuesday Tips – December 9th, 2014


North American Beneficiary Info
North American now requires full beneficiary information to issue a policy. They will no longer issue a policy and allow the agent to collect the additional data on delivery.

AIG Adds New Index
AIG has added a new index to their Power Select Series. The new index called the ML Strategic Balanced Index is designed for growth and will be available to illustrate December 15th. Under current caps the index would have averaged just north of 7% over the last 25 years. Call today for details.

Sales Opportunity

Life Stages
A change in someone’s life can often times prompt them to reevaluate their financial scenario. Minnesota life has developed a great series of marketing pieces that encompass marriage, new home, new baby, business, college, and retirement. Call today to request these marketing pieces.

Industry News

Tibble vs. Edison Moves Forward
This week it was announced that Tibble vs. Edison International will move forward and be taken up by the U.S. Supreme Court. This is the first case to be heard by the Supreme Court that involves potentially excessive fees inside of a 401 (k) plan. Arguments are expected to be presented early next year.

Hot Rates

F&G Safe Income Plus
F&G’s Safe Income Plus indexed annuity is a competitive product designed for accumulation and income. The product is on a 10 year chassis with a vesting 8% premium bonus and competitive caps. In addition to this it has an optional income rider that rolls up at 7% compound. Call today for 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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