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.
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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.
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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
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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.
 
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2. Designing your "Customer's Experience"

 
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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.
 
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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.)
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Thank you all!
Have an Outstanding Weekend! 

Thursday, August 17, 2017

TA's Top 5 for August 11th, 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. Why Sell Life Insurance for Children?
  2. 3 Essential Steps to Getting Out of a Sales Slump
  3. Killing 3 Birds with 1 Stone: 10-10-10- Plan Resources
  4. DOL Release & Update
  5. Here's Why You Should Think About Death Every Day


1. Why Sell Life Insurance for Children? (Frank Thompson )
There are several important reasons.
The most basic reason is to cover costs associated with an unexpected loss. But one of the most important reasons is to help protect a child’s future insurability. Children’s Whole Life Insurance from United of Omaha is simplified coverage that’s easy to apply for.
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Check these features:
  • Available for ages 14 days to 25 years
  • Available in face amounts of $5,000 to $30,000
  • Additional policies may be purchased in the future without evidence of insurability
  • Level premiums for the life of the policy (policy matures at age 100)*
  • Simplified application
  • No medical underwriting and limited health questions
  • Builds cash value
  • Rates never increase with age
  • Benefits never decrease
  • Easy payment options
* Maturity age may vary by state.


2. 3 Essential Steps to Getting Out of a Sales Slump (Patrick Swayne)
We all have been there, maybe we just need to remind ourselves of what we used to know!
In this article Shawn Sparks gets into 3 simple but essential steps to getting out of a slump

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3. Kill 3 Birds with 1 Stone: 10-10-10 Plan Resources (Peter Zinnen)
How can clients maintain a policy to 100 while receiving a FULL return of premium by age 80? And still have money leftover? Share the power of the 10-10-10 Plan. Check out these new and updated resources:


4. DOL Release & Update (Adam Thompson)
1. DOL Releases New Fiduciary FAQ on Retirement Plans. ERISA attorneys view guidance as favorable, with one warning of potential 'traps'
ARTICLE
FAQ's
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2. DOL Seeks 18-Month Delay for Fiduciary Compliance Extension requested for BICE, two other PTEs to July 1, 2019

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5. Here's Why You Should Think About Death Every Day (Brian Thompson)
In this essay, Ryan Holiday talks through an exercise of considering death to concentrate the mind. Revealing the fact that we do not need a near death experience to to tap into the same energy of those who have...the power is here, right now within us and we can access it.
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Thank you all!
Have an Outstanding Weekend!