Tuesday Tips – January 13th, 2015


Legacy Financial Partners Closed
Legacy Financial Partners will be closed Monday January 19th in observance of Martin Luther King Jr. day.

Fidelity & Guaranty Rate Change
Fidelity & Guaranty has announced a rate change that impacts the prosperity elite series and safe income plus indexed annuities. Existing business must be issued by January 29th in order to keep the old rates. Call today for details.

Sales Opportunity

Having The Conversation
The majority of the population is underinsured when it comes to life insurance. There are host of reasons for this with a major one being that many consumers are uncomfortable discussing what happens if they’re not here. Attached is a great sales guide that discusses how to broach this conversation along with other reasons to discuss life insurance.

Industry News

Great American Discontinues VA Benefit Program
As January 1st Great American will no longer be accepting veteran’s benefit planning cases. Due to this change they have updated their client disclosure forms. Old versions of the form will be accepted through January 30th.

Hot Rates

Symetra SUL
Symetra has become one of the leaders in the SUL marketplace. The product offers competitive pricing, the ability to take large lump sums, and competitive targets. Give us a call today to get more information.

Sales 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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