October 04, 2017
Delay of fiduciary rule likely to be challenged in court
Consumer advocates question Labor's legal authority to issue delay

The Labor Department's proposal to  delay the full implementation of the fiduciary rule to July 2019 will likely meet a legal challenge from consumer advocate groups, according to several sources.
"If they finalize the delay as it is proposed, Labor should expect a legal challenge," said Micah Hauptman, an attorney with the Consumer Federation of America, which filed a comment letter opposing the delay of the scheduled January 1, 2018 implementation of the rule.
Moody's upgrades Symetra Life Insurance Company's insurance financial strength rating

We are pleased to share the news that Moody's has upgraded Symetra Life Insurance Company's insurance financial strength (IFS) rating to A1 (from A2) with a Stable Outlook. This upgrade reflects our strong partnership with Sumitomo Life - as Sumitomo supports Symetra on our road to achieving National Player status, while Symetra plays an important role in helping Sumitomo achieve its long-term growth and diversification targets.

MDRT Minute
Proven Prospecting Tips
Alex Braun, a Top of the Table qualifier from Australia, shares marketing, prospecting and sales ideas he has successfully applied in his practice over the years. He also shares practical methods of target marketing, in particular how he is able to generate quality prospects through LinkedIn.
The Potential of Index Loans
Omaha
TBA Tips 
When selecting an IUL, it's important to look at the loan
provisions since they could significantly impact the policy's
performance - and the income potential - once the client
starts taking loans.

With United of Omaha's Income AdvantageSM IUL, we offer
two types of loans:
  • Standard, fixed policy loans
  • Index loans
Take the hassle out of underwriting                  
No Exams with SBLI

SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam. 

We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost.  In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.

For Free

The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available to download for free from the app stores of A pple, A ndroid, and Kindle.

Available tools include:
  • Instant Term Quotes 
  • Online Application 
  • Needs Analysis
  • Licensing 
  • Direct Dial TBA Employees

Impaired Risk: Epilepsy 



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