Tuesday Tips – July 7th, 2015


North American Rate Change

North American will be changing rates on several products effective July 21. Products affected include RetireChoice, IncomeChoice, Charter, Precision, and Performance Choice. There are several states that won’t have a change in rates. Call today for details.

AIG Conversion Option

For a limited time AIG is allowing existing term insurance policyholders to improve their rate class at the time of conversion. If a client has a policy that is table rated up to a table 3 they can convert to a permanent AIG product and get automatically upgraded to a standard rate class without any underwriting. Call today for details.

Sales Opportunity

Social Media Engagement

Linkedin can be a powerful tool to not only build your brand but, to also get consumers to engage and become clients. The challenge for most advisors is that they aren’t quite sure where to start. Available for download is our Linkedin guide with simple steps and templates that will get consumers to engage with you.

Industry News

Value of An Advisor

A recent Greenwald & Associates poll found that only 25% of investors are drawn to using an online or robo advisor. Most consumers value the face to face interaction with an advisor. With that being said 71% of consumers begin their research on annuities, investments, etc. online. Are they finding you?

Hot Rates

American Equity Choice 10

American Equity’s Choice 10 fixed index annuity is a great option for clients looking for accumulation. The product is on a 10 year chassis and offers caps as high as 5%. The product also offers multiple optional income riders. Call today for details and state availability.

2015 Annuity Marketing Kit


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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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