Tuesday Tips – November 3rd, 2015


Allianz Increasing Caps

Effective today Allianz has increased the caps on it’s S&P and Blended index crediting strategies. The increase applies to Allianz’s Life Pro + FIUL. Call today for additional details and state availability.

Equitrust Announces Sales Incentive

Equitrust launched a new sales incentive that runs from November 1, 2015 to April 29, 2016. Qualifying producers will get to spend a week in Fairmont Banff Springs and Fairmont Chateau Lake Louise in Alberta, Canada. Call today for contest rules and additional information.

Sales Opportunity

Real Benefits

American Equity has updated their most popular piece the “Real Benefits” of Indexed Annuities with Annual Reset. This popular piece illustrates the power of an indexed annuity and it’s ability to protect against market risk. Call today to get an updated version or request a poster for your office.

Industry News

File and Suspend

A curveball was thrown in the recently passed budget deal. Tucked away in the legislation were changes to common social security claiming strategies which include file and suspend and filing a restricted claim for spousal benefits. While consumers that have already implemented these strategies will be grandfathered in the window of opportunity to continue to implement these strategies is rapidly closing. The take away from this is that the with funding challenges associated with social security there will continue to be changes to limit the amount of benefit to consumers.

Hot Rates

Lifetime Legacy

Americo has introduced a new single premium simplified issue universal life product. This product is designed for consumers in the boomer and senior market who are interested in wealth transfer but also might need the funds back or are concerned about nursing home costs. The product offers a full return of premium at the end of year 5 and also allows for up to 80% of the death benefit to be advanced for nursing home confinement. In addition to this the product offers point of sale teleunderwriting. Call today for additional details and state availability.

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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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