March 31, 2016
4 Ways to Keep Clients for Life
Improve Client Retention with these Tips

We've touched on the subject many times, but it's one that is always worth revisiting. How happy are your clients with you? Satisfied isn't good enough. In order to keep them you need to make sure you are doing these 4 things:
  1. Ask the "ultimate question"
  2. Always ask for a review
  3. Improve your customer service strategy
  4. Take action
OneAmerica LTC Webinar
Tune in Tomorrow

OneAmerica is hosting a webinar university series on its LTC products, and the first one is happening this week:

How to Have a Meaningful LTC Conversation with Our Clients
Friday, April 1 || 1 p.m. EDT

Tune into to discover the keys to having a successful conversation about asset-based LTC with your clients.
10 FAQs about the DOL Fiduciary Rule
In Just a Click

The Department of Labors final form of the DOL Fiduciary Rule is expected to be released soon. This would require financial advisors to act as fiduciaries for clients in retirement accounts. Here are th 10 most common questions about the new rule:
  1. When is it expected to be final?
  2. What are the significant changes?
  3. Why are they changing the rule?
  4. When was the last time the rules were changed?
  5. How long will the industry have to make the change?
  6. Who does it apply to and what does it say?
  7. Who is subject to the rule?
  8. How are retirement plans defined?
  9. Could the presidential election affect the rule?
  10. What are some of the legal implications?
TBA Webinar - Follow Up
Marketing Materials & Presentation

If you were unable to join us for our webinar last week, we have provided a recording for you so that you can listen at your convenience.

If you were able to attend the webinar, marketing pieces that were mentioned are below:

Tennessee Brokerage Agency | 865-588-9555 |

Tennessee Brokerage Agency | 6508 Baum Dr. | P.O. Box 11767 | Knoxville | TN | 37919