Tuesday Tips – January 6th, 2015


American Equity Incentive Bonus
American Equity has announced an incentive bonus for the new year. Their Fast Track promotion will pay out $1,500.00 for $1mm of paid annuity premium between 1/1/15 and 5/29/15. Call today for additional details.

Rate Changes

There have been numerous carriers adjusting their rates going into the new year. Call today to get the most up to date caps.

Sales Opportunity

Tax Tables
There are a number changes within the tax code for 2015. These include changes to income tax brackets, exemptions and deductions, gift and estate exclusions, and a host of others. Attached is an updated 2015 tax reference sheet.

Industry News

Tax Extension
A myriad of tax extensions were passed in the ABLE act of 2014. This extension keeps in place a number of popular deductions and incentives for filing 2014 taxes. Available for download is a breakdown of what the act encompassed.

Hot Rates

NACOLAH Benefit Solutions
North American has a new fixed index annuity rolling out January 7th In a number of states. This competitive product offers a unique 120, 140, 160 benefit base floor design. This unique feature partnered with competitive caps, nursing home multiplier, and death benefit rider make it an extremely competitive product for clients concerned about income and life’s what ifs. Call today for details and state availability.

Sales Downloads

Industry News

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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