Tuesday Tips – October 4th, 2016


Athene Extends Rate Hold

Athene has announced that they are extending the rate hold on non-cash applications received between June 3rd and August 5th.  Funds must be received by October 14th to receive the rates at the time of application.

Allianz Dropping Rates On FIUL

Effective October 4th Allianz will be dropping rates on their suite of IUL products.  Call today to get an updated rate sheet.

Sales Concept

Beneficiary Reviews

Many times when a consumer buys a financial product the policy gets put in a safe place and is never looked at again.  Beneficiary reviews are a great opportunity to make sure the prospects plans are up to date with their current intentions and to uncover potential business.  LFP has put together a beneficiary kit with a prospecting letter.  Call today to request your kit.

Industry News

Thrivent Files Suit Against DOL

Thrivent has filed a lawsuit against the DOL fiduciary rule.  Specifically they are suing to have the class-action component of the rule thrown out.

Hot Rates

Protective Custom Choice UL

Protective’s Custom Choice UL is a very competitively priced GUL that writes up to age 85.  In addition to the competitive pricing the product also offers a competitive chronic illness rider and their Income Provider Option which can be used to select various distributions of the death benefit for a variety of planning options.  Call today for additional details.

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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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