New demands and expectations call for strategic changes for us to keep up, stay relevant so we can do more business. Here are five strategic changes that make a difference!
New Critical Illness Benefit Rider
Take Advantage of New, Innovative Approach to Critical Illness Coverage.
Now offering your clients a lump-sum, income tax-free payment that's separate from - and in addition to - their life insurance benefit. Now available on Protection IUL and Accumulation IUL, this living benefit can help protect your clients throughout their working years from the financial burden associated with a critical illness event such as heart attack, cancer or stroke. Find out more here.
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 Apple, Android, and Kindle.
Available tools include:
Instant Term Quotes
Direct Dial TBA Employees
Activate The Newest OneAmerica®Care Solutions
Insurance You Actually Want To Hear About.
How it works Producers can use our tools to run their own personalized Asset-Care campaign and generate more business. The campaign overview flyer highlights available sales pieces.