Tuesday Tips – January 3rd, 2017


LFG Raising Rates

LFG has raised rates on several of their FIA products.  Rates increases are effective 1/1/17 and Lincoln is now offering performance triggered rates as high as 4.2% on a 6 year chassis.

Equitrust Dropping Rates and Commissions

Equitrust has announced that effective January 17th caps will be lowering on the WealthMax Bonus life insurance product.  In addition they will also be lowering compensation by 1%.  Applications must be received by Friday 1/13 at 5:00 pm in order to receive the old rates and commission levels.  Call today for an updated rate guide.

Sales Concept

Tax Updates

There have been several changes to the current tax code for 2017 including income tax brackets, deductions, and phaseouts.  Available for download is an updated tax reference sheet along with an explanation of changes.

Industry News

Millenials and Planning

A recent survey by Bank of America Merrill Edge found that 42% of millennials were open to online financial advice.  It also found that 31% of respondents were thinking about getting help from a financial advisor.

Hot Rates

Protective Index Annuity II

Protective offers an incredibly competitive 5 year product designed for max accumulation.  The product offers annual point to point caps as high as 4.75% and also has a return of premium option available.  Call today for additional details.

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.

Similar Posts

Tuesday Tips – February 6th, 2018
Tuesday Tips – January 16th, 2018
Tuesday Tips – January 9th, 2018