Thursday, August 3, 2017

TA's Top 5 for July 28, 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.


  1. Split Dollar Life Insurance (WEBINAR)
  2. Embrace Confrontation
  3. Don't Play the Short Game with IUL.
  4. Open Doors with ID Theft Protection
  5. Creative Visualizations with Jim Carey...

1. Split Dollar Life Insurance (Patrick Swayne)

2. Embrace Confrontation (Peter Zinnen)


We all want to avoid confrontation but if we are serious about meeting our clients needs we need to understand that it is going to happen and know that there are ways to handle it effectively. In this article John Pojeta, VP of Business Development for PT Services group gives us insight and tips to handling confrontation in the Life Insurance and Annuity space.

3. Don't Play the Short Game with IUL (Peter Zinnen)
At Protective, we take the long-view with our products. That’s why we illustrate our Indexed Choice UL with a more practical rate and keep policy expenses low. So not only is it more likely for clients to get the benefits they expect, but they can get a policy with stronger guarantees and greater cash-value potential.

4. Open Doors With ID Theft Protection (Frank Thompson)

Most companies can’t grasp the ways in which to satisfy employees or members apprehension of data collection, the human error in handling that information, or the additional risk it poses to the institution that further exposes them to a data breach.
Employee Protection Solutions deliver low-cost and proactive identity and credit monitoring as well as corporate security intelligence and training. When organizations provide employees with innovative and relevant benefits they attract and retain talent. Our solutions defend employees, their families and companies from evolving cyber threats that cause data breaches and financial losses

5. Creative Visualizations (Patrick Swayne)
I recently came across an interview with Jim Carey from the Oprah Winfrey show. He was talking about visualization and how it changed his life. He was living in his car back in the mid 80’s with practically no money and no prospects at all. However, he believed in himself and knew that he had the talent to be successful. Instead of just planning for that success, he also visualized that he already was successful. A few years later he wrote himself a check for $10M that was postdated 5 year from then. It was 5 years later that he made the movie Dumb & Dumber, and was paid over $10M.

  • Visualization is simply a mental rehearsal. You create images in your mind of having or doing whatever it is that you want. You then repeat these images over and over again, daily for about 5 minutes per day
  • The key is to trick your mind into believing it. The subconscious mind cannot distinguish between what is real and what is imagined.
  • Use affirmations- statements that you say either out loud or yourself that affirm your desires. This will help to influence your thoughts.
  • Don’t force yourself to believe it. Just say it. Simply repeat it over and over and it will naturally have an effect on you.
Below is the link to the full article. John Kehoe is the creator of Mind Power.

Thank you all!
Have an Outstanding Weekend!

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