Tuesday Tips – March 10th, 2015


Tax Time

We are right in the thick of tax season. Make sure to give us a call to get your complimentary 1040 overlay sales kit. It has numerous sales concepts and all of the tools you need to dissect the 1040.

LibertyMark Rate Change

Rates on the LibertyMark 10, 10LT and LibertyMark 10plus and 10LT plus are decreasing effective March 15. Call today for updated rates.

Sales Opportunity

Qualified Annuity Prospects

We formed an exclusive relationship with a strategic marketing partner that generates qualified annuity prospects. Not only are they qualified but the company reaches out the prospect and screens them for what they are interested in before they are sent to you. Call today for more details.

Industry News


FINRA dished out 135mm in fines in 2014 up from 60mm in 2013 to FINRA regulated companies. In addition registered reps were issued fines of 52mm up significantly from the prior year.

Hot Rates

Athene Ascent

Athene is launching a new product on 3/16 called the Athene Ascent. The product offers a 3% premium bonus and competitive caps. In addition it offers an optional income rider that rolls up at 10% simple interest. Call today for rates and 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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