by CPG | Jul 17, 2013 | Uncategorized
July 17, 2013 TMA LIFE WEBSITE UPDATES AND ADDITIONS Be sure to check the distributor homepage of our website for important news, upcoming events & TMA’s blog. TMA created pieces can be found via the TMAXclusives quick link button at the top of TMA’s...
by CPG | Jul 10, 2013 | Uncategorized
July 10, 2013 TMA LIFE WEBSITE UPDATES AND ADDITIONS Be sure to check the distributor homepage of our website for important news, upcoming events & TMA’s blog. TMA created pieces can be found via the TMAXclusives quick link button at the top of TMA’s...
by CPG | Jul 3, 2013 | Uncategorized
July 3, 2013 SALES ARTICLES Social Security: It’s not all gloom and doomSocial Security funds will be exhausted by 2033, but – with your help – your clients should be okay. LIMRA study reveals importance of agentsClaimants were more likely to give...
by CPG | Jun 26, 2013 | Uncategorized
June 26, 2013 SALES ARTICLES Never Neglect the Quiet Spouse Retirement: It’s not about the account balance Whole life vs. term: There’s a clear winner here The effects of marijuana use on life insurance rates How to leverage LinkedIn Want to make the most...
by CPG | Jun 19, 2013 | Uncategorized
June 19, 2013 SALES ARTICLES A Client’s Own Words Can Be the Most Persuasive Build a better referralA successful referral is built on these four pillars. 10 steps for avoiding estate planning mistakesSlip-ups can happen to the best of us. Make sure your clients...
by CPG | Jun 12, 2013 | Uncategorized
June 12, 2013 SALES ARTICLES How to revolutionize your clients’ thinking about retirementPlanning for retirement is like climbing a mountain: You not only have to reach the top, you have to make it safely back down. 9 old school ideas that still feel...
by CPG | Jun 5, 2013 | Uncategorized
June 5, 2013 SALES ARTICLES They haven’t done the math! Many workers are clueless as to how to convert their retirement accounts into a lifetime income stream. Woo me already! If you think client relationships are built on mass emails, you better think again. 5...
by CPG | May 29, 2013 | Uncategorized
May 29, 2013 SALES ARTICLES The full-service fiduciary Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready? Plan for today, tomorrow and the future Having a succession plan in place is good for you...
by CPG | May 22, 2013 | Uncategorized
May 22, 2013 SALES ARTICLES Change: There’s a middle option Relax. Industry change is real, but it’s not as scary as you think. Tell a better story What we say about ourselves can make us better or worse. Generation stress Young people in this country...
by CPG | May 15, 2013 | Uncategorized
May 15, 2013 SALES ARTICLES Do you attract new business, or pursue it?If you want clients to come to you, give them multiple reasons – and many ways to find you. Busy work is for the beesWant more time for selling? Follow these three steps. How to sell the way...
