Tuesday Tips – May 3rd, 2016


Global Atlantic Unifies Branding

Effective this week Global Atlantic has unified under one website, logo, and name its subsidiaries which include Forethought and Accordia Life. Global Atlantic has introduced a new logo as well as website and emails although the existing emails that are used for Accordia and Forethought will continue to work. Call today for additional details.


LFG Rate Drop

Lincoln National has dropped rates on several fixed and fixed index annuities for the month of May. Call today for an updated rate sheet.

Sales Opportunity

Community Events

With summer rapidly approaching and school letting out. Now is a perfect time to start looking at opportunities within your community for marketing. As parents are getting children into summer events this can be a great opportunity to advertise at a variety of venues. Ideas like the library, sporting events, pools, lakes, golf courses, summer camps at schools, etc. are all great opportunities to get your brand out and advertise.

Industry News

United Health Care Exit

United Health Care plans to exit most of the ACA state exchanges by 2017. United Health care has cited significant losses on the exchanges as the reason for the move.

Hot Rates

Equitrust Wealthmax Bonus

Equitrust’s Wealthmax Bonus product can be a great option for clients who have dormant assets that they may or may not need during retirement. It is a simplified issue single premium IUL that offers a guaranteed return of premium, tax free death benefit, and annual point to point caps up to 8%. In addition to this it offers a 12% premium bonus and has a free chronic illness rider that a client can use to advance the death benefit tax free in the event they have a chronic illness. Call today for additional details.

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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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