Tuesday Tips – May 19th, 2015


LFP Closed May 25th

Legacy Financial Partners will be closed Monday May 25th in observance of memorial day.

Equitrust Rider Change

Effective June 1st Equitrust will be reducing it’s roll up rate from 6.5% to 6.0%. In addition to this income withdrawal percentages will be decreased by .25% for all age groups. Original applications must be received by May 29th to get the current rates.

Sales Opportunity

Tax Diversification

In retirement planning much time is spent discussing how risk averse a client is and how to structure a properly diversified plan. What’s just as important is properly diversifying assets between the various tax buckets. Having the ability influence what tax bracket you are in, in retirement by drawing from assets that have different tax treatments is key to not outliving your retirement savings. Available for download is a great piece that discusses this premise and can be used with clients.

Industry News

Aetna Shopping?

Aetna is in the market to purchase another insurance company. Currently their crosshairs are on Humana although CIGNA is an option as well.

Hot Rates

North American Guarantee Builder

The Guarantee Builder issued by North American is a competitive indexed universal life policy that offers accumulation, death benefit guarantees, and riders for chronic illness. The product offers the ability to guarantee the death benefit to age 121 and boasts annual point to point caps up to 13.5%. In addition to this it also offers a free chronic illness rider that can advance up to $1mm of death benefit. Call today for details and state availability.

Sale Opportunity Downloads

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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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