The Labor Department is proposing to extend the January applicability date of its
fiduciary rule by 18 months.
In a
filing with the court in the case being brought against Labor by Thrivent Financial for Lutherans, Labor Secretary R. Alexander Acosta told the court that on Wednesday, Labor submitted to the Office of Management and Budget proposed amendments to three exemptions.
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 TBA.com.
Introducing Protective Classic Choice Term
Term Insurance from Protective
Many clients need straightforward protection, nothing more. That's why we added Protective® Classic Choice Term to our short-term solutions portfolio, along with Protective Custom ChoiceSM UL. So now you have
two solid short-term solutions to offer clients.
An IUL that will GUARANTEE you can get all of your premiums back
Overcome client objections with the Guaranteed Refund Option (GRO) rider which is included with all qualifying Income Advantage IUL policies at no additional cost.
The GRO rider provides seven 60-day windows in which policyowners can surrender their policy and receive their paid premiums back
Daniel K. Charley found a way to transition his practice in Marlton, New Jersey, to be compliant with the U.S. Department of Labor's fiduciary rule while uncovering more assets with clients.
"What we learn is people have more money than they tell you initially," Charley said. "It requires a level of trust." This level of trust is found in closer relationships with clients, which he nurtures in part by educating clients on the new fiduciary rule.
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.
