It is with mixed emotions that we announce the retirement of Sheila McAllister from the Marketing Department of TBA. Sheila has been a part of TBA since 2000 and has given us 17 years of loyal service.
Sheila has relocated to Jacksonville, FL and will begin her well deserved retirement there. Her last day at TBA will be June 30th.
Please join us in saying "great job Sheila!" All of us at TBA will miss her contributions and extensive knowledge of the life insurance industry.
Before & After Examples of the Fiduciary Rule in Action
As June 9th is only a few days away, many producers are working hard to understand when the Fiduciary Rule applies to their business, and how to comply. This alert from AALU will provide "Before June 9th" and "After June 9th" comparisons for common insurance-based transactions. These examples should help illustrate when and how the Rule applies, and give a basic checklist for compliance.
The AALU has updated two documents, "What to Tell Your Clients about the Estate Tax," and "Planning in the Era of Tax Reform," to keep you and your clients up-to-date on the every-changing developments out of Washington.
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.
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
ndroid, and Kindle.