Tuesday Tips – October 31st, 2017


Global Atlantic Sales Incentive

Global Atlantic is currently running a promotion through 12/31/17 that is paying an additional .50bps for any annuities submitted via E-App. In addition to this producers can receive an additional .50bps on sales of the Choice Accumulation, Choice Income, or Income 150+. Call today for additional details.

Transamerica Financial Foundation IUL

Transamerica has sunset the TransNavigator IUL. Moving forward the Financial Foundation IUL will be the flagship accumulation product for Transamerica. Call today for additional details and state availability.

Sales Concept

Liquidity For Life’s What If’s

AIG offers a competitive GUL that allows a client to access funds 5 different ways based off of longevity, chronic illness, or just a change in planning needs. Call today for additional details.

Industry News

CVS In Discussions To Buy Aetna

It was announced last week that CVS was in discussions to purchase Aetna for $66 billion. Shares of Aetna immediately spiked and a deal would create a giant in the health services industry even eclipsing United Health Group.

Hot Rates

Symetra Accumulation IUL

Symetra has rolled out its first IUL. The product offers crediting methods including an uncapped strategy with a 130% participation rate. Symetra also brings their competitive underwriting along with a competitive chronic illness rider and a guaranteed persistency bonus starting in year 11. 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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