July 13, 2017

The ABCs (and T's and Z's) of the New Fiduciary Rule 

Mutual-fund companies have been introducing an alphabet soup of share classes or expanding the use of existing share classes to help financial advisers comply with the landmark rule. So, this is a good time to sort out the related terminology, old and new, and the share classes such as A, R, T, Z and "clean shares," that are growing up around the rule or being disrupted by it.
Survivorship UL-G Product Update
All Applications must be received by July 27
Earlier this year Symetra implemented a series of actions on the Survivorship SUL-G product. At that time, they communicated that they would continue to review our guidelines and monitor economic conditions. 

As a result of market dynamics that disproportionately impact the survivorship product, they have announced that they are temporarily suspending the sale of the Survivorship SUL-G product.
For a list of important deadline dates and transition rules, click the link below. 
Success
7 Tips for Success from 500 Top Financial Professionals
How to do everything better 

Imagine if you had a chance to sit in a room with 500 top financial professionals. Imagine learning from them over the course of a two- to three-day period.  What would you ask them? What would you hope to learn  about being a successful finanical professional ?
 
Author Shawn Sparks had that chance and shares the top seven things he learned in the article linked below. 
Show Clients 5 ways to Access Cash
Consumer approved flyer

Use this flyer to show clients the power of Secure Lifetime GUL 3

Innovative, optional riders and built-in features enable you to tailor the policy to a client's specific needs:

* Return of Premium in Year 20
* Return of Premium in Year 25
* Chronic Illness Rider (Accelerated Access SolutionĀ®)
* Longevity Rider (Lifestyle Income SolutionĀ®)
* Guaranteed Cash Value Growth
MDRT Minute
Develop Strategic Relationships 

Guy E. Baker, MSFS, CLU and David M. Ethell, LUTCF explain why having a professional connection can make a difference in the success of your business.
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
Generate Business through Compliance 


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