Tuesday Tips – September 22nd, 2015


Forethought Rate Change

Effective October 5, 2015 the withdrawal rates on the Income 125+ and Income 150+ will be reducing. The withdrawal rates will be decreasing by .25% for the Income 125+ and .30% for the Income 150+ across all age bands. Applications must be received at the home office by October 2, 2015 to receive the old rates. Call today for additional details.

National Western Commission Bonus

National Western has extended their 1% commission bonus through the end of the month. Applications must be dated prior to September 30th and received by the home office no later than October 15th. Call today for additional details.

Sales Opportunity

October is CD Renewal Month

October is traditionally a time where a significant amount of CD money comes due. This can be a great opportunity to discuss the benefits of other safe money alternatives. Available for release is our CD Renewal Sales Kit. Call today to get yours.

Industry News


A recent study by Lincoln Financial found that while 75% of consumers saw wealth protection as a key component of life insurance less than half own a life insurance policy.

Hot Rates

Lincoln National WealthAdvantage IUL

Lincoln National has introduced it’s newest offering the WealthAdvantage IUL. This indexed universal life policy is designed for business insurance cases. It offers an optional cash value enhancement, simplified and guaranteed issue options, and competitive caps. This is an ideal product for buy sell agreements, key man policies, and golden handcuff arrangements. 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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