Tuesday Tips – March 31st, 2015


Athene Benefit 10

There was a slight cap reduction on the Benefit 10 FIA with Athene. All other product features including income rider remain the same. Call today for additional details.

Accordia April Rates

Accordia has announced rate decreases effective April 15th for its universal life and indexed universal life products. Policies issued after April 26th will receive the new credited rates.

Sales Opportunity

Tax Time

Call us today to request a 1040 overlay kit. These kits include a 1040 overlay as well as an accompanying sales guide that discusses sales concepts for each line item. We have a limited supply so request yours while we still have some.

Industry News

Health Care Spending

In a report from Altarum Institute it was determined that health care spending increased by 5% in 2014 which is an increase from the average of 3.9% between the years of 2009-2013.

Hot Rates

Voya Wealthbuilder Plus

The wealthbuilder Plus is an 8 year product with competitive caps and income rider. The product offers a 6% annual pt to pt cap for premiums of 100k or more and a performance trigger strategy of 4.25%. In addition to this it offers a unique 2% stacking rollup on the product. Call today for details and state availability.

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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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