Tuesday Tips – November 25th, 2014


Thanksgiving Holiday
Legacy financial Partners will be closed November 27th and 28th in observance of the Thanksgiving Holiday.

NACOLAH Application Change
This is a reminder that effective November 27th North American will only accept the new version of their annuity applications. Call us today to get the new version of the application.

Sales Opportunity

Social Insecurity
With the litany of filing options, rules, and information about social security. It can be a daunting task for an advisor to be up to speed on all of the options let alone a consumer who just wants to know the right option for them. Attached is a nice 2 page piece that can be shared with clients that discusses the most common filing strategies and who might best benefit from them.

Industry News

Importance of Saving
According to Moody’s Analytics millenials have a negative 2% savings rate. On the other hand older demographics savings rates range from a positive 3%-13%. Check out our marketing corner section for a good yellow pad piece that discusses savers vs. spenders.

Hot Rates

North American RetireChoice
North American’s RetireChoice product is a an extremely competitive fixed index annuity. The product is a 10yr chassis with an upfront 5% premium bonus. In addition to this it has a competitive income rider with several indexing strategies including a new volatility control index and 2 uncapped strategies. Call today for state availability and rates.

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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