June 16, 2016

How to Connect with Distracted Clients

In an era where clients are more focused on their smartphones and social media, it is becoming increasingly difficult to get their attention. LifeHealthPro has outlined ways you can get and keep their attention:

  • Model your communication with clients based on their preferences. Whether that be through text messages, email or social media. 
  • Focus on building a trusting relationship through the methods your client prefers, to secure an in-person conversation later.
  • Use a consultative process that minimizes the number of product and plan options to a manageable number. 
How Fees Impact Wirehouses
And How to Capitalize on the Opportunity

For many insurance producers fees can cause the loss of a sale. But there are exceptions to every rule. In the insurance industry, wirehouses are that exception. According to a study by Cerulli Associates, 36 percent of clients of dually registered advisors and independent broker-dealers left last year because of fees they felt were too high, in comparison to just 5 percent for wirehouses. There are several reasons that clients are more loyal to wirehouses...

Pru Logo
UL Protector Repricing
From Prudential

On Monday June 13, 2016 the UL Protector changes were introduced, subject to state approvals. The following rules apply to any request for New Business, Term Conversion, or OPAI (Option To

Purchase Additional Insurance) Conversion.

  • June 13, 2016 (Ready to Sell Date): New Rates for the revised product are in effect. All applications signed and dated on or after June 13, 2016 will receive New Rates (unless Old Rates are requested and permitted)
  • July 10, 2016 (Transition Period End Date): Last day that an application can be signed with a request for Old Rates
Lessons from Dad
From Protective
Upcoming Webinars

Thursday, June 16 - Eliminating 4 Roadblocks to Your Films Productivity Register
Tuesday, June 21 - Expand Your Sales with OneAmerica's Asset-Care IV Register

On Demand:
Tennessee Brokerage Agency | 865-588-9555 | www.TBA.com


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