Tuesday Tips – September 29th, 2015


American Equity Rate Increase

American Equity has raised rates on it’s choice series of indexed annuities. In addition to this they are decreasing the asset fee on the volatility control index. Call today for additional details and state approvals.

Legacy Decreases Rates

Legacy Marketing Group has decreased rates on the LibertyMark series of products. The rate decrease goes into effect September 29, 2015. Call today to get an updated rate grid.

Sales Opportunity

Executive Compensation

Whether it’s for the business owner or a key employee there are a number of planning solutions that can provide yields in a leveraged, tax advantaged manner. Often times advisors aren’t aware of all the planning strategies that are available for business owners. Available for download is an executive compensation guide that breaks down the most common business planning strategies and their advantages and disadvantages.

Industry News

Medicaid and Short Term Annuities

The third circuit court of appeals has ruled that short term annuities must be excluded from the transfer penalty in Medicaid planning. This ruling reverses a prior decision stating that funds transferred to an immediate annuity during the funding gap of Medicaid could still be subject to the transfer penalty.

Hot Rates

North American Charter Plus

North American has introduced the Charter Plus indexed annuity series today. The new series offers 10 and 14 surrender options with bonuses up to 7% and 10%. In addition to this they offer 6 competitive index options with competitive caps. The products also offer optional income riders for guaranteed lifetime income. 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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