Tuesday Tips – June 7th, 2016


Alerts

F&G MYGA Rate Special Begins

For a limited time F & G is offering a 3.15% rate on their 5 year MYGA. Applications must be done electronically. Call today for additional details and to make sure you are up to date on product training.

Great American Rate Decrease

Great American is reducing rates on the Safe Return and American Valor 10 effective today. Call today to request an updated rate guide.

Sales Opportunity

Summer Slump

Many advisors are wary of the summer. The summer can be a down period for an advisor that hasn’t planned properly. In response to this we have made our summer slump sales kit available for download on our website. The kit has over 20 low or no cost ideas to help improve your marketing during the summer months. Call for additional details.

Industry News

Boomer Statistics

A recent article by the Motley Fool revealed 5 interesting statistics about boomers facing retirement

1. 59% rely heavily on social security
2. 45% have no retirement savings
3. 30% have stopped contributing to retirement accounts
4. 44% of adults aged 65 and older have sizable levels of debt
5. 30% have postponed their retirement plans

Hot Rates

Symetra Gul

Symetra offers an incredibly competitive GUL. The products has a free chronic illness rider that will advance up to 100% of the death benefit as well as an additional return of premium rider. In addition to this Symetra is extremely competitive on underwriting and will even underwrite HIV positive clients. 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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