Tuesday Tips – November 21st, 2017


LFP Closed For Thanksgiving

Legacy Financial Partners will be closed Thursday and Friday 11/23-11/24 in observance of the Thanksgiving holiday.

AIG A&H Product Changes

Effective November 18th AIG has discontinued sales of their Accident injury and stand-alone Critical Illness products.  AIG cited uncertainty in the health care marketplace as well as a challenging regulatory environment as factors that led to the decision.

Sales Concept

Give Thanks

Many advisors will send cards and correspondence during the month of December as well as hold client appreciation events.  Thanksgiving can be a great opportunity to let your clients know that you appreciate them being a client and can go a long way to further strengthening the relationship.

Industry News

SEC Enforcement Priorities

The SEC has announced that its focus in 2018 will be enforcement efforts on retail investors, cybersecurity, and financial fraud.  The SEC has developed a new team called the SEC Retail Strategy Task Force to implement the plan.

Hot Rates

Global Atlantic Lifetime Builder ELITE

Global Atlantic has rolled out several modifications to its Lifetime Builder IUL.  The new version of the product now offers a guaranteed 1% account value enhancement that starts at the end of year 5, flexibility to reallocate funds before the maturity date of a segment, and a new linked loan option.  In addition to this the product offers competitive caps and was designed for distribution strategies.  Call today for additional details and state availability.

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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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