There are plenty of people in the workforce that do "something," but not so many who do what needs to be done. And this is both a problem and an opportunity.
Success depends on being among the few others count on to get the job done right-and that takes thinking. Here are questions that can serve as a guide to thinking your way to success:
"What if this isn't what my customer needs?" What if I'm trying to force it,
attempting to make it work-and it isn't?
The goal of the portal is to provide you with education and materials on specialized markets, including materials that are client friendly. You will find presentations, training, and reference materials on:
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
pple, A
ndroid, and Kindle.
