Tuesday Tips – November 4th, 2014


Alerts

Allianz Rate Decrease
Allianz is decreasing rates on several of their fixed index annuities this week. Call today for an updated rate sheet.

Year End
Many carriers have started to announce their year end processing deadlines. If you have cases that are pending or want more details give us a call.

Sales Opportunity

LTC Awareness Month
November is LTC Awareness Month. This can be a great opportunity to discuss the benefits of LTCI and the risks of not having a plan in place. We have a variety of LTC options available including hybrid options with life insurance and annuities. Give me a call today to discuss.

Industry News

IRA’s and 401k’s 2015
Changes to IRA’s and 401k’s have been announced for 2015. In addition to this will be the introduction of the myRA. Below is a link to a full article on the changes.
http://money.usnews.com/money/retirement/articles/2014/10/27/401-k-and-ira-changes-coming-in-2015

Hot Rates

Lincoln Deferred Income Annuity
Lincoln National has a very competitive deferred income annuity that will be even more competitive beginning November 10th. Beginning November 10th the product will allow for flexible premiums in addition to single premiums. If you haven’t looked into DIA’s they can be a great option for the 2nd bucket in a 3 bucket strategy. Call today for more details.

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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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