Tuesday Tips – March 21st, 2017


New Carriers

Legacy Financial Partners has added Lafayette Life and Mutual Trust Life to its portfolio of products. Both carriers offer competitive participating whole life products designed for accumulation. Call today for additional details.

One America Product Changes

Effective April 10th One America will be discontinuing their ImmediateCare Plus product. In addition to this depending on when/if the DOL Fiduciary Rule goes into effect One America will no longer accept qualified funds for sales of the Annuity Care, indexed Annuity Care, and Legacy Care products.

Sales Concept

Business Owners

Most small business owners are aware that there are a number of retirement options for themselves and their employees. Most, however aren’t aware of what specific plans are available and more importantly what plans fit with their company. Available for download is a plan comparison chart that discusses the most common types of retirement plans for companies.

Industry News

Fed Raises Rates

The Federal Reserve raised rates .25% increasing the federal reserve rate to 1%. It is projected the Fed will raise rates two more times this year depending on how the economy performs.

Hot Rates

Equitrust WealthHorizon Life

Equitrust’s newest addition to their life offerings is a competitive, single premium, simplified issue IUL. The product offers a variety of index options including an annual S&P pt to pt cap of 12% and a fixed interest account of 5%. The product also offers a free chronic illness rider and competitive commissions. Call today for additional details.

Sales Concept 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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