Never Fill Out a Full Application Again
TBA 1-Page Multi Carrier Application
Using our 1 Page Multi-Carrier Application not only creates less work for you, but helps your clients receive the best coverage even faster. Here's how it works:
After obtaining a quote for coverage through TBA, an advisor came to us to determine the best product and company for his client. Once he turned in the online 1-Page Application submission form on January 4th to TBA, our licensed TBA employee contacted his client and filled out the paperwork for him, received signatures electronically using DocuSign, ordered exams and medical records, and had the client's policy approved in as little as two days.
How can you create similar sales? To get started, select the application process that works best for you and your client on www.TBA.com
and we'll ensure that you receive the full commission.
FREE Continuing Education Vouchers
Start 2017 off right with our exclusive and free continuing education vouchers on behalf of Nationwide. To claim your redeemable card and code, please email email@example.com and request it to be mailed to you.
With the new year, it is time to begin sending in and processing Million Dollar Round Table Requests.
For your convenience, click the link below to submit your entry or for more information contact firstname.lastname@example.org or 865-282-4925.
Destroying 3 Arguments for NOT Having Life Insurance
We know the importance of your clients having life insurance. It's a small expense in the long run, securing a sound financial future for their family or business after they are gone.
However, there are plenty of misconceptions about life insurance, and sadly many people don't realize the importance of it until after they have experienced the loss of a loved one that lacked financial security. So, we've taken three of the most common arguments for not having life insurance, and eradicated them:
- I already have savings in an IRA/401(k).
- Life insurance costs too much.
- I need control over my money.
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 to download for free from the app stores of Apple
Available tools include:
- Instant Term Quotes
- Online Application
- Needs Analysis
- Direct Dial TBA Employees
|From Life Happens: How Do You Show Your Love? |