July 06, 2017

Administration Rebuffs Challenge to Fiduciary Rule in Appeals Court

The U.S. Labor Department late Monday urged a federal appeals court to largely uphold Obama-era regulations that confronted and sought to curtail conflicts of interest in the retirement-investment market.
The government's brief in the U.S. Court of Appeals for the Fifth Circuit, the first filing from Labor Secretary Alexander Acosta that addressed the so-called "fiduciary rule," comes as federal officials move simultaneously to revise provisions of the regulations and perhaps further delay implementation past the Jan. 1, 2018 effective date.
Long-Term Care Booklet 
Mutual of Omaha 

Do you ever wonder how to find people to talk to or how to begin a conversation about LTCi? Do you know what's keeping your clients up at night or what problem they're trying to solve? Can you effectively use product features to overcome their fears and address their concerns? 

The linked booklet gives you tips and ideas to tackle these issues head on so you can turn your clients' needs and concerns into sales. 
Understanding Chronic Illness and Long-Term Care Life Insurance Options
On Tuesday, June 19th, we hosted a webinar with Carlan Snipes from OneAmerica on the differences between chronic illness and long-term care riders. If you missed the webinar, contact us and we'll send you a copy of the recording along with some other helpful resources! 
MDRT Minute
Creating a Successful Partnership

Business partners and Top of the Table qualifiers Mark S. Gaunya, GBA, and Jennifer A. Borislow, CLU, have quadrupled the size of their practice over the last 12 years. Find out how they worked together, learned to play to each other's strengths and avoided the pitfalls to build one of the largest privately held employee benefits agencies in their area.  
  Learn More 
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
AssetCare IV

Upcoming Webinars 

Past Webinars

Life Insurance 101

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