Tuesday Tips – September 15th, 2015


Forethought Rate Change

Forethought has adjusted rates on several of their indexed annuity products. Call today to get an updated rate sheet.

Settlers Life Sales Contest

Settlers Life is running a sales contest through December 31, 2015. $16,000.00 of annualized life premium gets you and a guest a trip to any destination in the continental U.S. In addition to this Settlers Life will cover the cost of the hotel and give you $300.00 spending money. Call today for contest specifics and additional details.

Sales Opportunity

LTC VS Chronic Illness

With numerous carriers hiking rates on traditional LTC products hybrid products can be a very attractive option. Not only will they pay out benefits to cover LTC expenses but they can also pay out benefits if the client doesn’t have LTC expenses. One of the challenges in positioning these products is educating the client on the various options and benefits to the client. Available for download is a definitive guide on Long Term Care vs Chronic Illness riders.

Industry News

Sun Life Announces Acquisition

Sun Life has announced that it will be acquiring Assurant Inc. Assurant is predominantly an employee benefits insurance company. The purchase price is $975mm and will expand Sun Life’s current insurance offerings.

Hot Rates

Indexed Annuity Care

One America has introduced the first indexed annuity that offers tax free LTC benefits. The product is on a 9 year chassis and offers competitive caps in addition to multipliers for LTC expenses. Call today for additional details and state availability.

Sales Opportunity Downloads

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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