Tuesday Tips – March 17th, 2015


FIA products see changes

Many carriers have been adjusting some of their product features to reflect the current interest rate environment. We have seen caps/rates, bonuses and income rider features change with many carriers over the last month or so. Carriers that have made adjustments include North American, Equitrust, American Equity, Allianz and more. Call or email for the most current rates and product features, or to obtain a quote for your next case.

Sales Opportunity

Tips from a BILLION dollar producer

Join us on Wednesday, March 25th at 10 am CST to learn from the best. Jon Kuttin is a true mega producer who has over $1.5 billion dollars in assets under management. Jon is also a consistent Barron’s List Advisor which places him among the elite of the elite! Mr. Kuttin will be sharing some extremely valuable information about his practice and will show you how to create sustainable growth for your practice, how to create strategic alliances and how to turn gatekeepers into advocates for you and your business. This is a great opportunity and space is limited so please call today to be registered for this event!

Industry News

Market opportunities do exist for agents seeking to sell life insurance to the affluent market. Over the last several years we have seen a decline in the amount of cash value insurance being purchased by affluent investors (individuals with 100k—999k of financial assets) and high net worth individuals and families (over the $1 million mark). Most of this can be attributed to the increase in estate tax exemptions over the years. With concerns over estate taxes being diminished for some of this market they have been relying more on their investment portfolios than insurance solutions. Life insurance companies have recognized this downward trend and have been developing new and unique products designed to have a greater appeal to the affluent marketplace. Products that are linked to various stock market indexes and that offer living benefits are more attractive to this type of consumer as many of them hold a large amount of funds in different investment accounts. Being able to offer great upside as well as tax advantaged growth are appealing to this type of investor, and the other living benefits many of these policies provide is icing on the cake

Hot Rates

John Hancock introduces the Performance LTC

John Hancock is pleased to introduce the Performance LTC to the market. This product offers the most competitively priced premiums on the market today, along with flexible features and options that will give your clients greater control over their premiums and benefits. The product has been approved in 37 states so give me a call with your next LTC case to see how it stacks up against the competition.


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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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