March 9, 2017

Important Life Insurance Information              
From MetLife/Brighthouse

Earlier this year, we announced plans to pursue a separation of a substantial portion of our U.S. Retail business, which includes the retail distribution of individual life insurance policies and annuity contracts issued by MetLife Insurance Company USA (MLUS), First MetLife Investors Insurance Company (FMLI) and New England Life Insurance Company (NELICO). In July, we announced the name of this separated business that will continue with the U.S. retail distribution of MLUS, FMLI and NELICO products would be Brighthouse Financial. 

Thinking Millennial                   
How to woo the largest generation

Feel the ground trembling underfoot?
It's the largest generation in American history thundering into the economy: more than 92 million millennials, now about 19 to 35 years old.

After swaying their parents' decisions for years, they'll control $11 trillion of their own by 2030, according to generational expert Cam Marston, who surveys the landscape for his firm Generational Insights.

Essential tech tools for advisors in 2017

What do you need to know? 

Artificial intelligence, self-driving cars, virtual reality, voice-controlled assistants - the pace of technological change is breathtaking.

From a financial advisory business perspective, though, many of the headline-grabbing tech developments aren't that useful - at least not yet.

While some advisors like to adopt cutting edge tools, most industry sources seem cautious and want proof that a technology will help their business before they try it. The advisors and consultants interviewed for this article only suggested using a particular tech tool after they determined that it really works, not simply because it's deemed the latest, greatest innovation.

The Secret to Client Retention
How to do it 

For a long time, I have recommended that before an established agent or advisor launch a prospecting campaign, that professional should put systems in place to strengthen client retention.

Start with this fact: There is no such thing as 100 percent client retention.

Three reasons why they leave are:
  • Poor advice
  • Bad Service
  • Poor communications

Of course, some clients die, move away, or divorce.

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 to download for free from the app stores of Apple, Android, and Kindle.

Available tools include:
  • Instant Term Quotes 
  • Online Application 
  • Needs Analysis
  • Licensing 
  • Direct Dial TBA Employees
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