Tuesday Tips – September 12th, 2017

Alerts

Phoenix Rate Increase

Effective Monday September 11th Phoenix has increased rates on multiple products.  The enhancements include cap increases as well as income rider enhancements.  Call today for additional details.

Hurricane Update

In light of the recent hurricanes several carriers have eased lapse windows as well as premium drafting.  If you have clients impacted by these events give us a call to get a list of which insurance companies have made adjustments.

Sales Concept

Life Checklist

Life events typically create an opportunity to review ones financial plan.  Events such as marriage, divorce, death, a new home purchase, etc. can be a stressful time and knowing what to consider during these events is important.  Available for download are a series of checklists that cover a variety of life events and what to consider during those times.

Industry News

Congress Back In Session

Congress is back in session and September should prove to be an interesting month with calls for increased military spending, a debt limit increase, ACA funding, and many other items.  Hopefully a government shut down isn’t on the table and cooler heads will prevail.

Hot Rates

Protective Classic Choice Term

Protective has rolled out a new term planned that is designed to be incredibly low cost.  The product has been stripped down and is designed for those individuals that are just concerned about short term coverage and aren’t looking for a lot of bells and whistles on a product.

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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