Monthly Archives: December 2014

Webinar: A Place to Call Home

You’re Invited to a Special Webinar

Co-Sponsored by:  TFS Insurance Brokerage and North American Company

A Web Event on North American Products and Sales Concepts

Enhance your knowledge of North American’s product portfolio and sales concepts.  The web sessions below will help you better understand the product designs and supporting sales concepts.  Sign up for one or all sessions by clicking the link below:

Session 1: A Place to Call Home
Thursday, December 11, 4 – 5 pm EST

A Place to Call Home

Looking for a carrier that can offer a broad portfolio to meet your diverse list of client needs, competitive compensation for you, and the support and training to help you succeed? Then North American is the place to call home for your business!

REGISTER HERE

https://attendee.gotowebinar.com/register/6580510384785382913

Don’t miss out on this exciting opportunity!
Space is limited, so sign up today!

INS BRK

 

Thomas P. Hyland Jr.
Business Development Specialist
TFS Insurance Brokerage
437 Newman Springs Rd
Lincroft, NJ 07738
(800) 833-1862 Ext. 127
thylandjr@tfsweb.com

Special Insurance Training Webinars

You’re Invited to a Special Webinar Series

Co-Sponsored by:  TFS Insurance Brokerage and North American Company

A Web Event on North American Products and Sales Concepts

Enhance your knowledge of North American’s product portfolio and sales concepts.  The web sessions below will help you better understand the product designs and supporting sales concepts.  Sign up for one or all sessions by clicking the link below:

Session 1: A Place to Call Home
Thursday, December 11, 4 – 5 pm EST

Session 2: Life Insurance: A Solution for Your Clients & Policy Reviews
Thursday, December 18, 4 -5 pm EST

Session 3: Strong on Guarantees & 3 Sales from 1 Case
Thursday, January 8, 4 -5 pm EST

Session 4: Accelerated Benefit Endorsement –
Thursday, January 15, 4-5 pm EST

Session 5: Product Features & Hot Spots –
Thursday, January 22, 4-5 pm EST

IMPORTANT: 
Click on the below link now to register for these events.   You can also copy and paste the address into your browser to register.  You will receive a personalized invite for each meeting with additional information that includes conference line.

https://attendee.gotowebinar.com/rt/5116697569493960194?elq=00000000000000000000000000000000&elqCampaignId=

INS BRK

 

Thomas P. Hyland Jr.
Business Development Specialist
TFS Insurance Brokerage
437 Newman Springs Rd
Lincroft, NJ 07738
(800) 833-1862 Ext. 127
thylandjr@tfsweb.com

IMPORTANT INDEX CHANGES

Effective at the close of market on December 31, 2014, all Buy/Hold Plus Models will change their benchmarks from the current S&P 500, MSCI EAFE, and Barclays US Aggregate Indexes to the MSCI AC IMI World and Barclays Multiverse Indexes. This change will be reflected on the performance sheets starting for the 4th quarter of 2014.

Today’s marketplace has evolved to provide easy access to a growing number of asset classes across different capitalizations, economies, and alternative specialties. Advanced asset allocation techniques utilize these exposures in providing a widespread level of diversification. This has caused the standard indexes, with their limited focuses, to provide an inaccurate and incomplete view of the global marketplace which Buy/Hold Plus seeks to capture.

Franklin Templeton has announced its own plans to make the same benchmark changes for their Allocation Funds. We are proud to join Franklin Templeton in this step forward to not only provide more accuracy in benchmark comparisons, but to also help in promoting client education – focusing more on the importance and stability of a well-diversified portfolio in reaching your goals than beating an arbitrary index in any one year.Untitled-8

 What this means for you:

  • More accurate comparison view on model performance
  • Clearer marketing materials when presenting to clients
  • Stronger client understanding of proper investment diversification goals

If you have any questions on this change, or if you would like more information on how to help educate clients on a broader investment view, please contact Tara Giarraffa Recupido.

Benchmarking Articles of Interest

6 Big Mistakes You Can Make Benchmarking to the S&P

What Benchmark Should I Measure My Return Against?