Tuesday Tips – June 2nd, 2015


Athene Dropping Rates

Athene will be lowering the payout percentages on the Benefit 10 by .25bps in each cell. The new rates will be effective June 8th. In order get the current rates applications must be at the home office no later than June 5th.

Voya App Bonus

Voya has an app bonus incentive running through July 31st. For each FIA application submitted to VOYA the agent will receive an additional $100.00 bonus. Call today for details.

Sales Opportunity

Behavioral Finance

One of the key components to be a financial advisor is to get clients to do the things that they know they should be doing such saving for retirement and insuring risk. Unfortunately this can be a challenging task. Available for download is a great piece on behavioral finance that drills into why consumers make the decisions they do when it comes to investing and saving.

Industry News


According to a Pew analysis of the census bureau millennials now make up the largest generation in the workforce. Data shows that there are currently 53.5mm millennials in the workforce compared to 52.7mm gen xers.

Hot Rates

Oxford MYGA

Oxford has some very competitive rates on their myga product. The 7 year rate is 3.05% and the 10 year is 3.25%. Call today for details and state availability.

Sales Opportunity Download

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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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