Tuesday Tips – July 26th, 2016


Met Life Promotion
Beginning August 1st-December 31st is running a class match special that allows a consumer to buy up to 1.5mm of additional coverage by providing their current life insurance information and having a clean mvr, prescription check, and MIB report. The clients current insurance has to have been purchased within the last 5 years from an approved carrier. Call today for additional details.

Legacy Increasing Rates
Legacy has announced a rate increase on their Americo suite of products that takes effect July 29th. Call today to get an updated rate sheet.

Sales Opportunity

Allianz Consumer Site
Often times after meeting with an advisor a consumer will continue to do more research about the product or strategy that the agent recommended. Allianz has created a very informative consumer facing site that covers a wide range of planning topics that are very informative. The following link will take the consumer right to the site https://www.allianzlife.com/retirement-and-planning-tools/

Industry News

SEC Auditing RIA’s
The SEC has announced that it will start taking a closer look at the types of mutual fund share classes that RIA’s are recommending to clients.

Hot Rates

North American Guarantee Builder
North American offers a low cost very competitive guaranteed death benefit ul with an indexing chassis. For clients that want a death benefit guarantee and also like the idea of cash value this product can be a perfect fit. In addition to having caps as high as 13% annual pt to pt it also offers a free chronic illness rider. 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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