Friday, September 1, 2017

TA's Top 5 for September 1st, 2017

Hi, All!

Here is your weekly dose of "TA's Top 5". A list of industry updates, sales ideas, important dates and other interesting things we come across.

Top
5:

  1. DOL Plans New, "Streamlined" Exemption...
  2. LIAM, Week 1 Social Media Campaign in a box
  3. Too Cool for School?
  4. 10,10,10 (Webinar)
  5. Labor Day - What it Means


1. "DOL Plans New, "Streamlined" Exemption for Fiduciary Rule

"The Department of Labor plans to file in the Federal Register on Thursday a 15-day comment period for its proposed 18-month delay to the more onerous provisions of its fiduciary rule — and states that it plans to propose a new, more streamlined exemption built on "recent innovations" in the financial services industry."...
image


2. LIAM, Week 1 Social Media Campaign in a box

Life Insurance Awareness Month is here and so is this comings week content. Please check out the site and use for your social media marketing.
The effort is in coordination with an industry-wide campaign aimed at educating Americans about the importance of life insurance and helping them get the coverage they need.
Please reach out to your Account Rep with any questions.


3. Too Cool for School?

image

Check out this 4 part series of webinars that go into great detail on a variety of topics below. View one or more of them to expand your knowledge or simply get a refresher.



4. 10,10,10 (Webinar)

image


5. Labor Day - What it Means

Labor Day, the first Monday in September, is a creation of the labor movement and is dedicated to the social and economic achievements of American workers. It constitutes a yearly national tribute to the contributions workers have made to the strength, prosperity, and well-being of our country.
Check out this site to learn more about, its legislation, the founder of labor day, and the very first labor day

image





Thank you all!
Have an Outstanding Weekend!

Friday, August 25, 2017

TA's Top 5 for August 25th, 2017

Hi, All!

Here is your weekly dose of "TA's Top 5". A list of industry updates, sales ideas, important dates and other interesting things we come across.

Top
5:

  1. Think of yourself how your client's do...
  2. LIAM (Life Insurance Awareness Month)
  3. Long-Shot to $50 billion empire
  4. Income, Guarantees or Both? (Webinar)
  5. 5 Prospecting Methods that Really Work


1. "Think of yourself how your clients do...."

We like to label ourselves not just in our industry but as a society in general. I can almost Guarantee that if you currently write home & auto insurance, your client's think of you as their... Read more.
image


2. LIAM, September is Life Insurance Awareness Month!

We will be delivering social media content for our active agents throughout the month of September, Life Insurance Awareness Month. The effort is in coordination with an industry-wide campaign aimed at educating Americans about the importance of life insurance and helping them get the coverage they need.
Please reach out to your Account Rep with any questions.


3. Long-Shot to $50 billion empire

This is a great podcast from Tim Ferriss. His discussion with Bill Rasmussen takes you through the building of ESPN, some of the defining moments/meetings , some of the mistakes they made and how they moved on. The philosophy of try, similar to Richard Branson's approach of "screw it let's do it". Definitely worth listening to.
Listen to #258: From Long-Shot to $50 Billion Empire - Bill Rasmussen from The Tim Ferriss Show in Podcasts.
image


4. Income, Guarantees, or Both? (Webinar)

Life Sales Concepts:
What do your clients need most - More Potential Income or More Guarantees?

September 6th @ 9:30am
Presented by: Patrick Swayne
image


5. 5 Prospecting Methods That Really Work

"It’s no surprise that prospecting is the No. 1 challenge advisors face, year after year. When, as part of National Underwriter’s recent Independent Producer Study, we asked about the most challenging aspects of selling insurance products, 55 percent of respondents named prospecting as their top trial."



Thank you all!
Have an Outstanding Weekend!

Friday, August 18, 2017

TA's Top 5 for August 18th, 2017

Hi, All!

Here is your weekly dose of "TA's Top 5". A list of industry updates, sales ideas, important dates and other interesting things we come across. 

Top 5

  1. "Disability Insurance Is Too Expensive... and I'm Invincible"
  2. Be the glove that fits. Designing the customer's experience. 
  3. Product Updates 
  4. "Sales-Hub" Microsite: Sales & Marketing Strategies 
  5. Important Dates 

1. "Disability Insurance Is Too Expensive... and I'm invincible."

Maybe you've protected that client against a stock market downturn. What about a crippling stroke? Read more.
 
image

2. Designing your "Customer's Experience"

 
image
image

What does that tell us? Be "findable". read more...

3. Product updates: (Adam Thompson)

  1. Prudential is raising rates on their guaranteed SUL product! – Effective 8/21/2017! Click here for transition details, and how to save old pricing until 9/10/17:
    Prudential SUL Protector re-price
  2. Pac-Life has a new term product available in Connecticut! – It’s competitively priced, and on our FastApps Plus e-app platform. Quote them on our term quote engine, or on our FastApps Plus platform!
  3. Protective has introduced a new term product – find out more here:
    Protective Classic Choice Term

4. Sales-Hub: From the fundamentals, to advanced planning, to effective sales & marketing strategies, we pursue a fascinating, business-building quest for knowledge. Join us in the journey.

Creative sales ideas, strategies, videos, and customizable marketing pieces to remind, educate, facilitate and inspire you to grow sales, help more people and make more money.
 
image

5. The 2017 Insurance Barometer Study

The Insurance Barometer Study tracks consumer perceptions, attitudes and behaviors in the U.S. The study seeks to understand consumers' financial concerns and how they act with regard to financial products with a particular focus on Life Insurance.(Statistics from 2017 Life Insurance Barometer Study, LIMRA & Life Happens.)
image

Thank you all!
Have an Outstanding Weekend!