April 27, 2017

 
2017 Insurance Barometer Study Results


American consumers expect the life insurance industry to remain innovative and continue to meet their needs and preferences, according to the 2017 Insurance Barometer Study. The study finds that 70 percent of Americans who would consider purchasing life insurance would be interested in doing so without a physical exam, also known as simplified underwriting.

 
Customize Asset Care to your clients' needs
With riders and options to customize benefit length and size, you have the ability to "custom fit" Asset-Care to the needs and wants of your client- whether it is a larger benefit for a defined period, a smaller benefit designed to last a lifetime, or a combination of both.  




MDRT Minute 
Helping a Client Prepare for the future
Scott Paterick, a 26 year MDRT member from Wisconsin, discusses a disability insurance success story. 
Sales Idea: Help Top Businesses Keep Top People
TBA Tip  


With a Principal Executive Bonus PlusSM plan, key employees can be recruited and retained by offering a bonus that is used to pay for a life insurance policy that can be used for tax-free income during retirement and also provides a tax-free death benefit. 


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
Real Life Stories | Disability Insurance | Bill Reid 15-Second Story





Upcoming Webinars 


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

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