Tuesday, July 25, 2017

TA's Top 5 for June 23, 2017

TA's Weekly Top 5

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.


  1. Faster, Easier, Smarter...
  2. 6 Basic Person Finance Facts Clients Should Know
  3. Build Charts
  4. Identity Theft
  5. The Obstacle Is The Way

1. Faster, Easier, Smarter (Peter Zinnen)

Introducing a new Ticket process and John Hancock ExpressTrack

Selling life insurance is easier than ever with John Hancock's new ticket submission process. And, when you initiate applications via the new ticket, eligible clients will be considered for quicker underwriting with ExpressTrack – receiving decisions in as little as three days! It’s now about spending less time on paperwork and more time selling!

Sales Tools and Marketing Materials:

  • Find out more about how we’ve made the buying process Faster. Easier. Smarter.
  • Learn more about our new path to quicker underwriting decisions with ExpressTrack.
  • Refer to this reference guide for a comprehensive overview about the new ticket and ExpressTrack processes, as well as find answers to some frequently asked questions.
  • Help proposed insureds prepare for their telephone interview with this client-approved flyer.


2. 6 Basic Personal Finance Facts Your Clients Should Know (Patrick Swayne)
Below are some of the topics that are covered in this article. Although some may seem obvious, others may enlighten you. Read the full article for further explanation of each topic.
  1. A higher tax bracket does not mean that ALL of your income is taxed more
  2. When you sell an investment, you only owe taxes on the gains, not on everything
  3. Putting money in your 401(k) doesn’t mean tax free income. It just means you pay the taxes later on
  4. Renting isn’t just throwing money away and buying a house won’t make you rich due to equity
  5. Having a big tax return costs you money
  6. If you’re unhappy, having that thing you want most won’t make you happy

Full Article

3. Aggregation of Build Charts by Carrier (Adam Thompson)

4. Identity Theft (Brian Thompson)
Let's face it, the digital landscape is changing, has been changing and will certainly always be changing... we all have enough to worry about when we handle employee and customer information digitally, but what are we doing to protect against the human factor? So.. having an overall data security plan inclusive of an Identity Theft Monitoring Solution is more crucial now than ever. With that, we have designed strategies that meet institutions needs with the appropriate provider. For an overview of just a few industries we focus on please take a look here. http://thompsonagency.pagecloud.com/id-theft-protection


5. The Obstacle Is The Way (Brian Thompson);

A book written by Ryan Holiday and is loosely based on the Roman philosophy of Stoicism. Through historical example, Holiday provides context and application of this thought exercise, providing a framework that is actionable to the reader. I highly recommend this book to everyone I know but especially those in sales/entrepreneurs and athletes...although applicable to life in general.
“In life, it doesn’t matter what happens to you or where you came from. It matters what you do with what happens and what you’ve been given. And the only way you’ll do something spectacular is by using it all to your advantage.” quote from the book
Ryan Holiday speaks with Google: https://youtu.be/4rXWru0Qyok

Thank you all!
Have an Outstanding Weekend!

The Thompson Agency 73 River Rd Collinsville, Connecticut 06019 United States (800) 842-8289

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