Tuesday Tips – March 1st, 2016


Reminder AG 49

The second part of AG 49 takes effect today. If you’re not sure what this is or how it impacts your FIUL sales give us a call to discuss.

Athene Raises Rates

Athene implemented a rate increase effective February 26th for the Athene TargetHorizon product series. Caps were increased and spreads were decreased. Call today to get an updated rate sheet.

Sales Opportunity

Targeted Marketing

Many of the marketing solutions offered to financial advisors are bulk or shotgun approaches to marketing. Targeted marketing will always outperform broad marketing approaches. The challenge most advisors face is how do I get data about my target market and how do I use it. Available for download is our Informed Advisor Marketing Guide which pools data together on several demographics and matches that data to recommended marketing solutions.

Industry News

MetLife leaves Brokerage Space

MetLife announced yesterday that it would be selling its advisor unit to Mass Mutual. The sale price was $300 million and impacts roughly 4,000 reps. As part of the deal MetLife will be the exclusive provider of certain annuity products offered by Mass Mutual.

Hot Rates


F&G is offering on a short term basis a 3.15% rate on their 5 year MYGA. The special runs through March 11th and applications must be E apps. Call today for additional details.

Sales Opportunity Download

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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