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.

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.
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


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'
2. DOL Seeks 18-Month Delay for Fiduciary Compliance Extension requested for BICE, two other PTEs to July 1, 2019


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.

Thank you all!
Have an Outstanding Weekend!

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