Tuesday Tips – November 11th, 2014


AIG Rate Decrease

AIG has announced a rate decrease that affects most of their Power Select Plus Income and Power Select Builder fixed index annuities.  Call today to get an updated rate sheet.


AXA Postponing Term Conversion Mailing

AXA has announced that it will delay it’s term conversion mailing to existing term insurance policyholders until after the holidays.  While they are delaying the mailing they still have a special offer to add on their LTC Services rider to converted permanent plans with limited underwriting.  Call today for details.


Sales Opportunity

Save vs Spend

Many consumers don’t fully understand the power of saving and compound growth on their retirement.  Many individuals have the misconception that if they can’t save a lot then what’s the point, which couldn’t be farther from the truth.  Attached is a great infographic that illustrates the impact of saving monthly on an individuals retirement.


Industry News

The “Robo” Adviser

Charles Schwab has announced the introduction of its online advice services beginning in the first quarter of 2015.  This feature will be available for investors who have $5,000.00 or more to invest.  While we are big proponents of using digital resources it will be interesting to see how this is received by the advisor base and how much it will be utilized by the consumer base.


Hot Rates


The SpectraMark annuity product from Legacy offers a number of features for life’s what if’s.  It has a competitive income rider that rolls up at 6.75% compound with enhanced liquidity for LTC expenses.  In addition to this it offers competitive growth potential with caps up to 5%.  Call today for details and state availability.

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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