The U.S. Department of Labor has taken official action to suspend enforcement of a DOL
arbitration limitation requirement that could keep retirement savers from joining in class-action lawsuits against financial services advisors and financial services companies.
No matter the state of the economy, someone is doing well. You can adjust your practice to focus on those markets. To learn more, watch two MDRT Past Presidents share strategies in "The economy and common-sense brilliance."
Monday, September 11that 10:30-11:00am CST when Advanced Solutions will be presenting on Key Person Insurance. They will discuss what business owners think about this need, the tools available and also share the
updated Key Person Calculator.
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.