September 14, 2017
AALU Tax Reform Update
September 2017

As Republicans develop a tax reform package this Fall, they face a number of challenges and many questions remain unanswered. The following Newswire Special Report provides the latest details on tax reform and the Congressional agenda this Fall.
Insurance Planning for Women
Tips & Tools to Help Grow Your Business 
JHLife

The Insurance Planning for Women Tool Kit provides a variety of promotional materials as well as 
consumer-approved social media  content to help you tap into this market.
MDRT Minute
Don't be a quitter; make a difference
The financial services and insurance environments are becoming more and more heavily regulated. It can be frustrating, but it's also an opportunity.
Marketing and Sales
business-meeting-convo.jpg
Sales Pitches That Don't Sell  
Sales pitches are short-cuts that save time and don't require thinking. They're the stock-in-trade of
salespeople, rolling off the tongue easily and unconsciously. They once worked well with customers, but not so much today. Here are some of them:
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 Case Study



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Tennessee Brokerage Agency | 865-588-9555 | www.TBA.com
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