November 10, 2016
Improve Your Business Strategy 
4 Ways to Jump-Start Your Agency Marketing Plan 

Marketing is a unique part of every day business. With its ever flowing ideas and strategies, there is rarely a clear path to take. Despite its challenges, marketing is one of the most important aspects of business and a vital tool to attracting prospective clients.Therefore, it's healthy for a business to reinvent and stay creative in its marketing and communications tactics. 

At TBA we understand how marketing supplements the success of a business strategy, and we want to help you make an impact as well. Consider these four pro-tips below. 

1. Leverage your experience and expertise. 
2. Base decisions on data. 
3. Use targeted content. 
4. Find your brand's voice. 

Overcoming the Challenge 
How to Insure Your Uninsurable Client                                                             
In an ideal scenario, every case is a simple underwriting process where the client has minimal health issues and all that needs to be done is for the client to choose. However, we do not live in a perfect world and each client's case offers a unique set of challenges for advisors to solve. 

In these cases, you know that it is important to be creative and open-minded with a hopeful end in sale. Whether it's high premiums, high risk, or a chronic illness affecting your clients, there are always solutions and resources readily available for advisors to lean on.

Dear Future,  
5 Industry Trends to Watch 

Innovation is always a factor in driving change, and the life insurance industry holds no exception. Whether it's through product, process, or benefits, the industry is beginning to transform the way tomorrow's clients view life insurance, especially with rising life expectancies. As advisors, there is a responsibility to evolve with the times and terms to ensure that clients stay on the same page. Here are a few predictions. 

1. Underwriting will be smoother. 
2. Innovative, new products will be introduced. 
3. Jargon will be reduced. 
4. Social media will become even more important. 
5. Public perception of life insurance will change. 

Shattering the Myths 
How Life Settlements Can Be a Useful Advisor Tool 
Each year seniors over the age of 65 lapse more than $100 billion of life insurance, mostly from a lack of knowledge that an unneeded or unaffordable policy may be sold. As an advisor, you know that a life settlement is a strategy intended to help your client obtain some of those benefits. 

However, did you know that you can also gain from working with clients that want to pursue life settlements? Learn how you can advance your advisor portfolio while better serving your clients' financial needs. 

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
Why You Should Be Using the 1-Page App
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