August 17, 2017
Best-interest contract could be casualty of DOL fiduciary rule delay

The part of the Labor Department's fiduciary rule that has heartened supporters and caused heartburn for opponents, the best-interest contract, could become a casualty of the ongoing reassessment of the rule.

The DOL said last week in a court filing in a lawsuit over the regulation that it is seeking an 18-month delay in the implementation of the remaining parts of the rule. Two provisions became applicable in June.

The time-out will give the agency plenty of opportunity to undo the contract, which backers of the rule say gives it bite. Critics say it is too complicated and raises liability costs.
TBA Closing at 12 pm on August 21st

Did you know that the Knoxville area is in the path of totality for the upcoming solar eclipse ? In order to give our employees the opportunity to enjoy the event, we will be closing at noon on Monday, August 21st. 
As always, you will be able to access your case status, run quotes, and download any forms on

Plan your clients road to retirement and beyond 
AIG Life to the Max

Learn how to use the " Life To The Max" interactive sales tool in your client meetings. It simplifies complex conversations into layman's terms with easy-to-understand charts. See how you can click on various scenarios to see creative solutions to common retirement challenges.
10 Great Opening Lines from Top Producers
For the sales and marketing reference bookmark folder

The middle of a sales conversation is usually great. And ending one? No sweat.
The problem lies in getting the ball rolling in the first place.
How do you get a prospect to not only start listening to you but also take what you're saying seriously?
We've asked a wide-ranging group of expert producers to share their best opening lines - for life insurance, annuity, exit planning and disability insurance prospects - with us.
Here's how they've been successfully starting conversations for years - and why each believes their approach works.
TBA Webinar
Lincoln MoneyGuard  

Would you like to create new sales without prospecting for clients? Take 30 minutes and learn why you should be selling the most popular hybrid life/LTC product on the the market AND get help identifying current clients that are perfect for MoneyGuard. 
MDRT Minute
Achieve Success Every Year
Reach Top of the Table and sustain your success with three simple principles from multiple Top of the Table qualifier  Randy L. Scritchfield, CFP, LUTCF
Now optimized for any device
Retire Stronger, AIG's retirement portal, is now optimized for any device, that means you can access
the same great content from you computer, tablet, or phone. 
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
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