Tuesday Tips – July 11th, 2017


Symetra Suspending SUL Sales

Symetra has announced that they will be suspending sales of their SUL product effective July 28th.  Applications must be signed and in-house by July 27th.  If the policy will be trust owned the trust must already be established prior to July 28th.  Call today for additional details.

Legacy LibertyMark

Beginning July 31st Legacy will require a delivery receipt in all states for the sale of the LibertyMark series of products.  The move was motivated to avoid market conduct and service complaints arising from the date a policy is delivered.

Sales Concept

The Case For Cash Value Life Insurance

Cash value life insurance can play an important role in a client’s financial plan.  Available for download is an educational presentation that discusses the many challenges consumers face saving for retirement and how cash value life insurance can help mitigate some of these challenges.

Industry News

Credit Card Debt

According to a study by the Federal Reserve there is currently $1 trillion in credit card debt in the U.S.  This doesn’t include mortgages, auto loans, and student loans.

Hot Rates

Brighthouse P.A.U.L

The Premier Accumulator Universal Life product by Brighthouse is a single premium UL designed to act as a holding vehicle for dormant cash.  This product is designed for consumers who want a better rate of return than a CD but value liquidity.  In addition to competitive interest rates the product has a tax free death benefit and also offers chronic and terminal illness riders.  Call today for additional details.

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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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