TA's Weekly Top 5
7/7/17

TA's Weekly Top 5

Hi, All!

Here is your weekly dose of "TA's Top 5". A list of industry updates, sales ideas, important dates and other interesting things we come across.

Top 5:

  1. IUL Made Easy
  2. Interesting Industry Articles
  3. The Flag (Vacation Photo)
  4. The Talent Code
  5. LTC 360'


1. IUL Made Easy (Peter Zinnen)

You understand the benefits of indexed universal life insurance, but do your clients? Share the first video of a two-part series to explain how indexed universal life insurance works and its unique benefits. https://www.youtube.com/watch?v=LHNkSh33V1A

2. Interesting Industry Articles (Adam Thompson)

  • How to Fill the Disability Coverage Gap for Doctors with High Income Many doctors are finding a serious gap between the benefits of traditional disability and the replacement of their true income. Read more.

How Advisors Can Help Prevent Wealthy Families From Losing It All In the book, "More Than Money," Michael Cole tells how advisors can retain clients over generations. Read more. 

3. The Flag (Brian Thompson)

Old Glory as I sit and consider the depths of its story, sitting and enjoying the fruits of and triumphs it represents. We are lucky to be here and to fly this amazing flag. Vacation, 4th of July 2017. Lavallette NJ 



4. The Talent Code (Brian Thompson) I am enjoying the depth of insight, science and theory melded together in this great exploration of talent, the hotbeds from which it originates and how to break it all down. Definitely worth a look if you are trying to get better at anything...

"What is the secret of talent? How do we unlock it? In this groundbreaking work, journalist and New York Times bestselling author Daniel Coyle provides parents, teachers, coaches, businesspeople—and everyone else—with tools they can use to maximize potential in themselves and others." Read More Here 


LTC 360' (Frank Thompson) 

We often get asked: "What are my options for protecting my clients' Retirement Assets, and how do I decide which is best?" This guide will guide you through the many LTC planning options available today. Helping to overcome the top reasons for NOT purchasing traditional long-term care insurance, which are:

  • Confusion - People say it is difficult to understand the costs and what is paid by Medicare, Medicaid, and long-term care insurance.
  • Denial - People do not believe that they will need Long Term Care Insurance
  • Mistrust - Clients are concerned they will not be able to rely on a long-term care insurance company when they need it.
  • Discomfort - It is too unpleasant to think about becoming ill and needing long term care.

On this site we discuss traditional and alternative, explaining the concepts and products available to meet the needs of your clients. 

Learn More about how we serve our agent partners...click here

~bt

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