Tuesday Tips – September 2nd, 2014


Alerts

Equitrust Announces Holiday Bonus
Equitrust has announced a holiday bonus contest that runs September 1st – November 30th. Applications must be received in house by November 30th and issued by December 15th. Agents who qualify can receive up to $10,000.00. Call today for details.

North American New Survey Process
North American has announced a change to their current survey process. Moving forward consumers who purchase an annuity will no longer receive a phone call from North American after the sale. Instead a letter will be sent, this process begins September 3rd. Call today with questions or to get a sample copy of the letter.

Sales Opportunity

Premier Pricing by Symetra
Symetra has rolled out a new concept called premier pricing. They way the program works is for larger universal life policies Symetra will offer discounted pricing on the product. This unique pricing can be significantly cheaper than other leading competitors, call today to get details on the program and get some numbers run.

Industry News

Interesting Statistics
The Nation’s 75mm boomers are retiring at a rate of 1 every 9 seconds.
Baby boomers have an average of $147,000 in their 401k’s.
An estimated $324 billion was moved out of 401k’s to IRA’s in 2013 and that number is expected to rise to $500 billion by 2019.

Hot Rates

Minnesota Life Introduces Omega Builder FIUL
Minnesota Life has just rolled out its newest fixed index universal life contract. The Omega Builder is extremely competitive on cash accumulation and projected income. In addition to this it offers a unique Income Protection Agreement which can decrease the cost of insurance by up to 50% and increase policy distributions by up to 30%. Call us today for additional details and state availability.

Please fill out the form below to learn more

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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