Tuesday Tips – October 13th, 2015


Legacy Commission Increase

Legacy Marketing Group for a limited time will be offering a .50bps commission bonus beginning October 15th. The commission bonus can be received on the AdvanceMark, LegendMark, and SpectraMark FIA’s. Call today for details and state availability.

National Western Rates

National Western has dropped rates on several of their indexed annuities. Call today for an updated rate guide and state availability.

Sales opportunity

Business Valuations

Business owners are an incredibly lucrative market. The challenge is differentiating yourself and getting in front of them. One great non invasive way to meet with a business owner is to offer a business valuation. Business owners always have an idea in their head of what they think their business is worth but it is always different than what the business is actually worth. This can be a great door opener for additional planning opportunities. We can do business valuations at no cost to your clients. Give us a call today to learn more.

Industry News

Securities Regulation

Looking at 2014 numbers about 25% of the enforcement actions taken by state regulators involved scams targeted at senior citizens.

Hot Rates

First To Die Survivorship Whole Life

Assurity has introduced a unique survivorship policy that pays a death benefit at the death of the first insured. The product writes to age 85 and will go down to as little as 10k in death benefit. Call today for additional details and state availability.

Please fill out the form below to learn more

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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