Tuesday Tips – October 27th, 2015


Athene Crediting Method Change

Athene has announced effective November 2nd they will be making an adjustment to how interest is calculated on the 1 year no cap index strategy on the Performance Elite Series. Call today for additional details.

North American Product Change

North American has announced effective December 1st they will be sunsetting multiple products. The products affected are the Charter series, Precision series, and Prizm series. Applications must be received in house by November 30th to purchase any of these products. Call today for additional details.

Sales Opportunity

Prospecting Letters

A good prospecting letter can be a great way to get a prospect to engage with you. Whether it’s the initial contact or drip marketing one of the biggest challenges is coming up with good content. Available for download is our Prospecting Letter Database that has over 20 unique prospecting letters for a variety of target markets.

Industry News


The SEC is currently evaluating the idea of preventing brokers from offering free meals at seminars. Their reasoning is that they believe there is a correlation between offering meals and problematic behavior of the advisor.

Hot Rates

Equitrust MarketValue Index

Equitrust’s MarketValue indexed annuity is a competitive 10 year product designed for accumulation. The product offers multiple crediting strategies with annual point to point caps as high as 5%. In addition to this it offers an optional income rider and nursing home waiver. 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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