Tuesday Tips – November 24th, 2015


Thanksgiving Holiday

Legacy Financial Partners will be closed Thursday November 26th and Friday November 27th in observance of the thanksgiving holiday.

Legacy Increasing Rates

Effective November 30, 2015 Legacy Marketing Group will be increasing rates on the LibertyMark FIA. Several indices will have increases. Call today for additional details.

Sales Opportunity

The Right Words

What you say and how you phrase can be the difference between a sale and a lost opportunity. Finding the right words to articulate why a client should work with you and implement your recommendations can take years to master. Available for download is a great guide that discusses optimal phrases to use with a prospect to get them to take action.

Industry News

Average Account Balance Down

According to Fidelity the average 401k balance is $84,400 through the third quarter of this year. This is down from $89,100 during the same time period in 2014.

Hot Rates

Kemper Whole Life

Finding affordable life insurance for clients with significant health issues can be a daunting task. Kemper offers a competitive guaranteed issue whole life product that will issue coverage on anyone regardless of medical condition. The product writes up to $25,000.00 and issue ages are 40-80. Call today for rates and state availability.

Sales Opportunity 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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