April 13, 2017

Reminder: TBA is closed tomorrow, April 14th     

We'll be back in the office on Monday ready to serve as your insurance support team! 

Find prospects in your practice
Who are your clients? When it comes to Lincoln MoneyGuard solutions, they are already in your book of business. 

Campaign in a Box
Grab-and-go promotions, prospecting tools, and training
AIG's campaign in a box provides promotions, prospecting tools, and training for Life Insurance Retirement Planning (LIRP), LTC or CI options, and Retirement Protection. 

MDRT Minute 
Prospecting for Success
Learn the language of successful prospecting and marketing. Gibson shares his techniques for differentiating ourselves not just generally, but specifically. He explains how using particular language can help us prepare for every scenario so we can respond to any prospect as effectively as possible. Find out when and how we should communicate with each prospect. Although we should continually innovate, Gibson says leveraging the proven fundamentals as part of our prospecting approach is equally important.

Sales Idea: Tax Strategies
TBA Tip  

Clients that have pulled together financial statements and tax forms in preparation for of the upcoming tax filing deadline are acutely aware of their tax burden. Now is a great time to reach out to these clients share the tax advantages of life insurance. 

Take the hassle out of underwriting                  
No Exams with SBLI

SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam. 

We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost.  In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.

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
Don't Run out time: Work-Life Balance

Upcoming Webinars 

On Demand:
Tennessee Brokerage Agency | 865-588-9555 | www.TBA.com


Tennessee Brokerage Agency | 6508 Baum Dr. | P.O. Box 11767 | Knoxville | TN | 37919