Tag Archives: annuities

The Missing Link For Your Client – Linked Benefit Products

This is Part 1 of our follow up to the Preferred Partners Event this past Thursday, November 12, 2015!  For those who do not know, Linked Benefit Products are a hybrid product, combining the benefits of Life Insurance, Long Term Care, and Annuities.  We want to familiarize you with the premier options that TFS Insurance Brokerage has available for your clients.  We have analyzed the advantages of the three main players in the Linked-Benefit market and provided supporting documentation on the specifics of each of the products here to make life easier for you, because that is what we do!  Take a look at the descriptions below and click on the links to view or download the PDF’s of the supporting product information!

Keep your eyes open for the remaining three parts of the follow up to the Preferred Partners Event from Thursday, November 12, 2015!  There will be some exciting information on the following topics!

  • THE NEW GENERATION OF LIVING BENEFIT RIDERS
  • THE BEGINNING OF FIRST-TO-DIE POLICIES
  • NOT ALL TERM PRODUCTS ARE CREATED EQUAL

If you have questions regarding these products, please contact our Senior Care Specialist, Ted Durante, or our Business Development Specialist, Thomas Hyland Jr.

Ted Durante
Senior Care Specialist
Phone: (732) 758-9300 x163
Email: TDurante@TFSweb.com

Thomas P. Hyland, Jr.
Business Development Specialist
Phone: (732) 758-9300 x127
Email: THylandJr@TFSweb.com

TFS Insurance Brokerage, Inc.

Insurance Products Offered through TFS Insurance Brokerage, Inc.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services
Mortgages Offered Through TFS Mortgage Corporation, Inc.

 

Exciting information you might have missed from TFS Insurance Brokerage!

 

 

 

 

 

 

To all our valued representatives:

We would like to thank all of you who attended the Preferred Partners Event this past Thursday, November 12, 2015. For those who were unable to attend, you missed out on some great discussions. We wanted to send you some supporting documentation for the topics covered. Since we went over a great deal of information, we are going to be dividing the information for convenience and periodically sending it out over the next two weeks for you to read and learn about. Take a look at a summaries below of the information you can expect to see, and we look forward to seeing everyone at the next event!

To view or download this letter in PDF format, please click this link.

11-12-15 Meeting Letter

To view or download this letter in PDF format, please click this link.

TFS Insurance Advisor – October 2015 Newsletter

1015InsNewsletter_001 1015InsNewsletter_002 1015InsNewsletter_003 1015InsNewsletter_004

To download or view the entire newsletter in PDF format, please click on this link or on the pictures above.

Thomas P. Hyland, Jr.
Business Development Specialist
TFS Insurance Brokerage, Inc.
Direct:          (732) 758-9300 x127
Toll-free:       (800) 833-1862 x127
DirectFax:    (732) 576-4519
Email:          THylandJr@TFSweb.com
Find out about us at www.tfsweb.com

Direct Change of Broker/Dealer Procedure

Recently there has been a rash of Change of Broker/Dealer submissions that have either included too much information or not enough information, so it’s a good time to review what is and not necessary.

1) A New Account Form if the client is new to the B/D or if the information has not been updated in the last 3 years. A NAF is necessary for each registration type being processed.

2) A completed Change of Broker/Dealer and/or Representative Authorization form. Most vendors have their own form, which is acceptable to use in place of the TFS form. Submitting both forms is not required. The vendor form is acceptable providing the client and representative sign the form, and client’s account number and social security number are on the form.

3) A recent statement from the vendor.

HELPFUL TIP

—Separate forms may not be required for each account. Accounts can be grouped providing the registration and vendor is the same. For instance Mary Smith has 3 IRA accounts with Franklin Templeton. All 3 accounts can be listed on the same form.  (Please remember to write each account number on the form or else the vendor will reject the request.) Also, Mary and John Smith have 1 account with Franklin Templeton and 1 account with Lord Abbett. 2 forms must be a submitted in this case.