June 02, 2017

DOL Fiduciary Rule is a Go 

Department of Labor Secretary Acosta confirmed on Monday that the fiduciary rule will begin phasing in June 9, requiring a higher standard of care for advice given on qualified retirement investments. The full requirements will go into effect on Jan. 1, 2018, barring further regulatory or legislative changes.

Tips from 7 top insurance agents on recruiting new talent

The ability to attract and retain the right kind of talent is a top challenge for all businesses, especially among mid-sized and large companies. Recruitment is a particular pain point in the insurance industry. So what are the best insurance agents doing to effectively recruit and retain talented people (not just millennials)?

MDRT Minute 
Tackling tough topics 

Because the information required for a financial plan is sensitive, it's possible some clients may be reluctant to share certain things. That's one reason it's important to let them know that without all of the detail, a proper diagnosis and plan cannot be done, said Max Horne, CFP, a 27-year MDRT member from Fife, Scotland. "We tell them many of our clients tell us things they don't tell their spouses, but all the information we collect during the initial discovery process is confidential," he said. "This opens up clients to tell us about all sorts of different things."             

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
Help Your Clients Stick to the Plan 

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