Tuesday Tips – February 28th, 2017


Prudential Reprice

Prudential is repricing their UL Protector. New rates take effect March 6th, in addition to this rates on the Term Essential product line were adjusted 2/27/17. Call today for additional details.

Sagicor Sales Incentive

Sagicor has announced a 3 day sales incentive for March 1st-March 3rd on Sage Choice SPDA applications. Writing agents will receive an additional .50bps commission on applications submitted during this window. Call today for additional details.

Sales Concept

Trust Review

An important question to ask any client you meet with is whether they currently have a will or any trusts. Not only do they give you insight into what the clients goals are but, they also factor into the overall plan that you are putting in place for the client. Available for download is a straightforward guide that discusses the most common types of trusts.

Industry News

AG 49 Guidelines

Beginning March 31st maximum illustrated rates on inforce indexed universal life will be adjusted to comply with actuarial guideline 49. Prior to AG 49 inforce illustrations could be illustrated at current rates but going forward the maximum illustrated rate will be the AG 49 rate.

Hot Rates

Minnesota Life Orion IUL

Minnesota recently introduced the Orion IUL to their product portfolio. The product offers a variety of indexing options including capped and participation rate strategies in multiple index options. In addition to this the product offers numerous riders including chronic illness, high early cash values, and the income protection flex agreement. Call for additional details and state availability.

Sales Concept Downloads

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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