Tuesday Tips – January 26th, 2016


Lincoln National Dropping Rates

Effective February 1st Lincoln National will be dropping rates on several of their fixed and indexed annuities.  Applications must be at the home office by January 29th to qualify for the current rates.  Call today for an updated rate sheet.

Equitrust Raises Rates

Equitrust has raised rates on the WealthMax Bonus IUL.  This single premium simplified issue product  offers a return of premium in addition to competitive cash accumulation and death benefit.  Call today for additional details and an updated rate sheet.

Sales Opportunity

Tax Update

The new year has ushered in a number of tax changes from last year.  Since W-2’s and 1099’s must be mailed by the 1st this can be a great opportunity to meet with clients.  Available for download is a 2016 tax update that lays out all of the changes for the new year.

Industry News

AIG Advisor Group Sold

AIG announced today that AIG Advisor Group(the company’s network of broker dealers) has been sold to Lightyear Capital and PSP Investments.  The deal is expected to be finalized in the second quarter of this year.

Hot Rates

Term with Living Benefits

We get a lot of questions about life products with either ltc or chronic illness benefits.  This is an area where production continues to grow year over year as consumers have started to look at alternatives to traditional LTC.  While most advisors are aware these riders are available on permanent products there are also a number of lower cost term plans that incorporate these types of benefits.  Call today to get a full list and product detail.

Sales Opportunity 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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