Tuesday Tips – June 28th, 2016


4th of July

Legacy Financial Partners will be closed Monday July 4th in observance of Independence Day.

Athene Lowering Rates

Athene has announced a rate decrease for its Performance Elite, Target Horizon, and MYGA product series.  In order to get current rates applications must be received by July 1, 2016 4pm CT.  Call today to get an updated rate sheet.

Sales Concept

Annuity Maximization

Annuity maximization is an efficient asset repositioning strategy that can be used for annuities where all or a portion are earmarked to be left to beneficiaries.  Or for annuities that have been underperforming.  By repositioning funds from the annuity into life insurance the owner of the annuity can ensure that there is a pool of tax free funds at death to offset any income tax that might be due at transfer.  In addition to this if the annuity is underperforming liquidating it to fund the life insurance policy can result in a significantly larger amount of money to be transferred to the next generation.

Industry News

Health Spending in Retirement

A recent HealthView Services study found that a 65 year old couple retiring in 2016 can expect that their total healthcare spending during retirement will exceed $377,000.

Hot Rates

Equitrust MarketBooster

Equitrust’s MarketBooster FIA is a competitive 9 year product that offers a 7% premium bonus with competitive caps and several index options.  The product is designed for accumulation but also offers an optional income for life 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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