Tuesday Tips – May 5th, 2015


Transamerica Discontinuing Products

Transamerica will be sun setting several products effective June 6. Applications must be received in good order by June 5. Call today for a full list of products to be discontinued.

Athene Dropping Rates

Athene will be lowering rates on the Target Horizon 10 and 15 fia series effective May 8th. Call today for updated rates.

Sales Opportunity

Changing Times

In working in the financial planning arena often times plans have to be adjusted and reworked. These changes can be due to law changes, or tax changes, and performance of the overall plan. Another area that can impact a plan is societal changes. Attached is a great piece that discusses societal changes and planning opportunities.

Industry News

Industry Perks Challenged

Senator Elizabeth Warren recently sent a letter to 15 of the biggest annuity companies requesting more information on their advisor perk programs. Senator Warren recently made a statement,”Annuity agents that are more interested in earning perks than in acting in their clients’ best interest can place Americans’ savings and retirement security at risk.”

Hot Rates

Voya Wealth Builder Series

Voya has introduced a new series of fixed index annuity products that range from 6 to 8 year surrender periods. The products offer optional income riders as well as caps as high as 6% on the high band. Call today for details and state availability.

Sales 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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