Lincoln MoneyGuard Lunch and Learn a success for select TBA advisors
TBA hosted a Lunch-n-Learn for a select group of advisors on May 11th. This group discovered that 70% of the time, clients come to the advisor looking for LTC Coverage rather than the advisor asking them about it? This means that there is a huge market waiting for you.
Matt Valente, Lincoln MoneyGuard Specialist did a great job of showing the need for planning and demonstrated how offering MoneyGuard to clients is really repositioning of assets and not a sale!
Would you like a copy of his presentation? Give us a call today at 865-588-9555 or email info@tba.com.
Distributions out of a Cash Value Life Insurance Policy
It's no secret the life insurance industry rides the waves of the latest hot product. In today's market, that hot product is indexed universal life insurance. And with that comes a plethora of sales ideas from the life insurance companies offering IUL to help position their product in a crowded IUL market.
There is no question as to the legitimacy of IUL (or any cash value product) as an accumulation vehicle and many of the sales ideas focusing on accumulation. The objective here is to address a rarely mentioned issue: the distribution phase.
To "wow" your clients and those around you, create a vision that supports your success. Michelle Hoskins has 10 steps for finding balance and happiness in your life and business.
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.
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.
