September 29, 2016

11 Point Checklist for Prospecting

You're probably currently prospecting in an effort to finish the year strong, however, you don't seem to be getting the results you want. Here's an 11-point checklist to make sure you are maximizing those opportunities:
  1. Only Dialing Doesn't Work
  2. Mix it Up
  3. Use ALL the Ideas - Not Just One
  4. Get Away from Your Office
  5. LinkedIn Works
  6. Hide Your Printed Cards
  7. Review Your Phone Contacts
  8. Spend 40% of Your Week Meeting New People
  9. Stop Buying Lists
  10. Update Client Files
  11. Change Your Behavior
Check out Nationwide's Land as Your Legacy Program

If you have access to farm and or ranch clients, the Nationwide Land as Your Legacy program will separate you from your competition and grow your business within the agriculture community.
Nationwide has a team of dedicated advanced consultants who develop complimentary, comprehensive and unique transition plans for farmers and ranchers.
The 3 minute you tube video below will provide you with a sense of how the program will help your farm and ranch clients with their farm transition and estate planning needs.

One of the best ways to highlight the need for income protection with clients is to share real-life examples. Testimonials highlight how people just like them purchased and benefited from having Individual Disability Income (DI) insurance when the unexpected happened.
Principal's latest testimonial shows how Jon used his policy's benefit payments to meet his financial obligations.

Want more stories? Principal has a collection available for you to share.
Give them a try and bring the need for income protection to life for your clients!
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For Free

The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available for download for free from the app stores of appleandroid and kindle.
Available Tools Include:
  • Instant Term Quotes 
  • Online Application 
  • Needs Analysis
  • Licensing 
  • Direct Dial TBA Employees
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Tennessee Brokerage Agency | 6508 Baum Dr. | P.O. Box 11767 | Knoxville | TN | 37919