News

8/16/2017

Avoid burnout
This might hit home for a few of you. When someone has too many job demands and too few job resources, you fail to take enough time out to recharge yourselves and suffer from burnout. To avoid burnout, which can damage one's health and hurt productivity, it’s recommend for you to consider these steps for fending off such breakdowns. http://ow.ly/g4Z330esMhB

8/15/2017

This could be great news to deliver to a client that's recently got in shape!
This could be great news to deliver to a client that's recently got in shape!

8/14/2017

5 Prospecting Methods That Really Work

8/11/2017

7 Ways To Sell More By Presenting Better
How to communicate what clients and prospects MUST know. http://ow.ly/w2z130el95z

8/10/2017

5 Key Ideas for New Insurance Agents
For the sales and marketing reference shelf http://ow.ly/T8Jx30ejrTd

8/9/2017

DOL Seeks 18-Month Delay of Fiduciary Rule
The Department of Labor moved today to delay phase two of the controversial Obama-era fiduciary rule by 18 months, until July 1, 2019. http://ow.ly/LoR830eiedm

8/9/2017

Why Many of Your Prospects Are Broke
Why Many of Your Prospects Are Broke — Roughly three-quarters of Americans have some kind of debt, and 18% spend more than half of their monthly income paying off lenders other than home mortgage lenders. http://snip.ly/rxwg9

8/8/2017

3 Ways to Get Life Insurance Clients to Buy Enough Coverage
3 Ways to Get Life Insurance Clients to Buy Enough Coverage — How to communicate why the time to act is now. http://ow.ly/K2Mr30egeMl

8/7/2017

Life Insurance Can Be a Great Retirement Planning Tool
Life Insurance Can Be a Great Retirement Planning Tool. It can protect clients against dying too soon, and it can help solve many other problems. http://ow.ly/HGcO30eeA5p

8/2/2017

Apps Rejected Because of Outdated HIPAA Forms
Apps Rejected Because of Outdated HIPAA Forms 

The Authorization to Obtain and Disclose Information forms ("HIPAA" forms) for Banner and William Penn were updated in 2016. They were updated again in the first quarter of 2017, at which time you were notified that we would accept the prior HIPAA forms until April 24, 2017. 

We are rejecting a large number of applications because agencies are either sending outdated HIPAA forms or not including them at all. This is delaying service for our customers because we cannot begin underwriting unless we have a current HIPAA form that is fully completed and signed. 

Among the important changes to the form in 2016 were enhanced lists of sources from which we may obtain personal information and the types of information collected. The new form is more transparent and promotes a better understanding of the Authorization by the Proposed Insured. 

In 2017, we added "genetic information and genetic testing results" to the LU1250 HIPAA form, and the LU1282 PDF packages that contain the HIPAA form.
 

8/2/2017

The PILLAR System Launches with Positive Response

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8/1/2017

The PILLAR System: A secure online training platform
The PILLAR System uses a secure online training platform that is made up of different educational modules, tools and resources to enhance your learning. These tools are to help you shift your mindset from products to solutions, from sales to service, and from scarcity to growth. Visit www.thepillarsystem.com to learn more.
 

7/31/2017

Do you have all the facets it takes to be a top producer?
Do you have all the facets it takes to be a top producer? We will teach you to be multi-functional to serve your customer needs. Visit www.thepillarsystem.com to learn more.

7/27/2017

Pillar Five: The Power Close

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7/27/2017

Fact Finders, Meeting Agendas, Elevator Pitch Creation Tools, Story Creation Tools, Seminar PowerPoints, Whitepapers, etc.
Fact Finders, Meeting Agendas, Elevator Pitch Creation Tools, Story Creation Tools, Seminar PowerPoints, Whitepapers, etc. The PILLAR System has cutting-edge tools to help you succeed as a financial professional. On Monday, July 31 The PILLAR System launches! The PILLAR (Partners In Life Long-Term Care and Retirement) System is a seminar and practice management system that will help bring balance to your practice and accelerate your success. http://ow.ly/NSNY30dXGhU
 

7/26/2017

The PILLAR System Pillar Four: The Financial MRI
Do you need a system that helps you build trust with your prospective clients? Do you want to position yourself as a reliable financial professional, and improve conversion ratios? http://ow.ly/sNsX30dWfw6

7/24/2017

Pillar Four: The Financial MRI

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7/24/2017

The PILLAR System | Pillar Three: The Seminar Breakthrough
This robust training includes everything you’ll need to fill seats, deliver an impressive seminar, and convert those prospects to happy clients. The PILLAR System | Pillar Three: The Seminar Breakthrough http://ow.ly/MTx230dROdJ

7/21/2017

Pillar Three: The Seminar Breakthrough

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