Tuesday Tips – November 18th, 2014


Sentinel Rate Decrease
Sentinel has decreased rates on the personal choice annuity. Interest rates for the 5 and 7 year products have decreased by .10bps. Call today for an updated rate sheet.
Year End
North American has announced their year end closing dates. Attached is a flyer.

Sales Opportunity

Year End Planning Strategies
As the year comes to a close there is still ample opportunity for clients to minimize estate or income taxes and increase their legacy. I’ve attached a great year end planning guide that has a number of sales concepts.

Industry News

2015 Tax Updates
2015 is right around the corner which means changes to the tax code. I’ve included a link to a great article that covers all of the updates for 2015 in regard to exemptions, rates, and deductions. http://www.forbes.com/sites/kellyphillipserb/2014/10/30/irs-announces-2015-tax-brackets-standard-deduction-amounts-and-more/

Hot Rates

Athene Benefit 10
Athene’s Benefit 10 FIA is a unique product that offers solutions for many of life’s what if’s. One unique feature of the product is that a client can take an RMD from the product and reduce the benefit base amount dollar for dollar. This unique feature allows the client to have continued growth for future income or death benefit. I’ve attached a sales flyer that discusses this concept.

Alerts Downloads

Sales Downloads

Rates Downloads

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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