Tuesday Tips – January 9th, 2018


Athene PTE 84-24 Review Process

Athene has announced beginning this month they will begin reviewing a sample of qualified annuity applications.  Athene is conducting the review to ensure that qualified annuity applications are in compliance of the DOL rule.  As part of this review athene will be requesting a copy of the PTE 84-24 form for applications that are selected.

Great American Rate Increase

Great American has increased rates on three popular FIA’s.  This includes the Index Protector 7, American Legend III, and the American Landmark 5.  The increase is retroactive to December 21, 2017.  Call today for additional details.

Sales Concept

Bulls and Bears

Many consumers are enjoying the current bull market.  Unfortunately it’s easy for many individuals to forget about what happens after a bull market.  Which is why it’s important to have a balanced portfolio to mitigate the risk of a downtick in the market.  Available for download is an informative piece that shows each bull market and the bear market that followed

Industry News

Genworth and China Oceanwide Deal

Genworth recently announced that they are confident that the proposed deal will move forward.  They believe that they are making progress and that they have a better chance than recent applicants of getting approval by the Committee on Foreign Investment in the United States.

Hot Rates

Global Atlantic Lifetime Builder Elite

Global Atlantic’s Lifetime Builder Elite is a competitive indexed universal life contract designed for max accumulation.  The product offers a guaranteed interest bonus starting in year 11 along with several competitive index options.  In addition to this the product offers several optional riders including the Wellness for Life rider which can lower premium contributions.  Call today for additional details.

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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