March 16, 2017
Clients buy your reputation, not your products                   
One minute inside a high performing office

A client can buy similar products from almost any advisor, and sometimes they can buy them online without any advisor at all. What a client is really buying from you then is trust in you and the relationship. Find out more about how a Top of the Table qualifier presents himself as a trusted advisor.

Increasing Retention Limits                 
Symetra single life insurance product portfolio 

We are pleased to announce that effective April 1, we will be increasing our retention limits for our Symetra single life insurance product portfolio to $5 million. With these new limits we can provide even more underwriting flexibility and enhanced competitive positioning. 

With our market leading UL-G pricing and increased retention limits, Symetra is making it easier to place your large cases with us. 

10 alarming facts about women and retirement risks 
Only 1-in-10 are "very confident" that they will be able to retire comfortably  

As of 2017, women have made tremendous strides in closing the gender gap. However, the fact that a gender gap exists, led the Transamerica Center for Retirement Studies (TCRS) to examine the factors that cause women to become uniquely vulnerable in planning for retirement.

Why prospecting fails and what to do 
about it
Engaging Prospects so they want to find you 

Prospecting is arguably the #1 hot topic in sales. In spite of all the seminars, podcasts, training programs, books, and pressure from managers, most salespeople are prospecting excuse experts. Even when cajoled, pushed, and incentivized, salespeople have a tough time getting their prospecting engine to run on one cylinder-at most. 

Why is there so much resistance to getting out and finding new customers? Why do people who enjoy selling find it so difficult to sell themselves to prospects? The answer may be that selling and prospecting require two different skill sets. Even those who are good at closing sales never have enough leads. They balk at prospecting. This may seem strange, but it isn't.

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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Upcoming Webinars 

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