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EFFECTIVE: July 1, 2010
With
point-to-point caps in the lower single digits, it’s a great time to break
out of the annual reset rut and consider crediting strategies with greater
upside potential! One such strategy is a two-year reset monthly average
strategy, which can perform exceptionally well in a rising or volatile market
and is available on a number of Legacy products. This strategy has NO moving
parts during the reset period and is extremely competitive, especially in
light of higher caps up to 25%.* To learn
which products offer non-annual reset strategies, review your monthly package
of Quick
Reference Sheets. Besides information on crediting strategies, you’ll
find information on everything from product differentiators to surrender
charge schedules and issue ages. New rates, state approvals, and commissions
are highlighted in blue. Speaking of commissions: Watch for new, higher
commission rates for AdvanceMarkSM LT in Texas beginning July 9! Also
attached is our popular “Legacy
One-Stop Shop” flier. Have questions or need sales ideas? Call your Legacy
Relationship Manager today at 888-452-5779. Thank you for your business! |
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AmeriMarkSM
Freedom Series and AdvanceMarkSM LT flexible premium fixed
deferred indexed annuities are issued by OM Financial Life Insurance Company,
Baltimore, MD; products are distributed by Legacy Marketing Group®. Subject
to state availability. Certain restrictions apply. Refer to contract, Earnings
Rate Update, sales guide, and State Approval Matrix for details. Form Nos:
FGL FPDA-EIA (2005); FGL FPDA-EIA-C (3-08), OM-CEIAII-0708-0,
OM-CEIAII-0708-1, OM-CEIAII-0708-B-1, et al. Rider endorsement Nos: OM
GMWB-FA (10-2007), OM GMWB-FA (01-09). * Cap shown
applies to AmeriMarkSM Freedom 7, effective July 1, 2010. Indexed
interest rates are subject to a cap rate. Cap rates subject to change at the
discretion of OM Financial Life.
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