Tuesday Tips – October 14th, 2014


Allianz SUL
Allianz has introduced a new and improved survivorship universal life contract. The new and improved product offers improved cash accumulation, chronic and terminal illness riders, first to die rider, and a survivor death benefit enhancement. In addition the initial face amount goes as low as $200,000. Call today for rates and availability.

American Equity Commission Reduction and Product Discontinuation
Effective November 3rd comp will be reduced on the premier Eagle 10 FPDA. Effective October 31st the FPDA 10 will be discontinued. Contact us today for more information.

Sales Opportunity

Legacy Marketing Group Reimbursement Program
If you haven’t looked at Legacy Marketing Group’s product portfolio they are very competitive. In addition to their competitive product line they also offer a unique marketing reimbursement program. If you are doing direct mail and have produced at least 250k of annuity premium with them they will reimburse you for a portion of the costs up to $1,500.00. In addition to this you also receive your standard marketing dollars. This could be a great opportunity to ramp up marketing for the fourth quarter. Call today for more details.

Industry News

Creditor Protection Of Retirement Accounts
The supreme court recently ruled that inherited IRA’s are not retirement accounts. The reasoning being that the beneficiary can access the account without penalty when they want. This ruling means that creditors can now go after funds in an inherited IRA. One solution to this is to switch the beneficiary of the IRA to a trust instead of children. Give us a call today to discuss other planning strategies that pertain to this ruling.

Hot Rates

F&G Income and Wealth Builder
F&G has introduced a new 7 and 10 year fixed index annuity series called the Income and Wealth Builder. The new product line offers competitive comp, annual pt to pt caps as high as 4.75%, and a competitive income rider that rolls up at 7.2% compound. Call us today for rates and product 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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