May 04, 2017

Let's do more teaching
One of the issues we discuss is how life Insurance sales occur because people make an emotional decision to purchase it. People have to care about someone or something that needs protecting when they die, and it has to be that important to them, right? Life agents cannot simply wait for that phone to ring in order for people to take action. It's us, the licensed professionals, who have to proactively find our prospects and show them the importance of getting this done.

Protective - new
Consider the Reasons
Optional Endorsements and Riders with Protective

Talk to your clients about the benefits of adding an ExtendedCare rider to a universal life policy. 
MDRT Minute 
Are you blocking your own success? 
Whether you have a problem in your personal or business life, Branden Cameron Schiralli, CLTC, of Palm Beach Gardens, Florida, believes in a simple way to turn things around. "Stop delaying that uncomfortable action and just act," said Schiralli, a 10-year MDRT member. "Acting changes things." 
Sales Idea: 
Funding a Buy-Sell plan with Life Insurance
TBA Tip  

Establishing a formal buy-sell agreement can help provide an orderly transition of a business at an owner's death, retirement, or disability. Life insurance can be a valuable tool in funding the buy-sell plan because it is tax efficient and provides the cash when most needed. 

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
6 Reasons Single People Need Life Insurance 

Upcoming Webinars 

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