The following TIA products are available to all registered users. In addition, monthly subscribers have access to unlimited CPE Reports at flat rate of $125 per CPE Research Report (a 75% discount). The $99.00 per month subscription fee more than pays for itself by preparing just 1 CPE Research Report for just one client a month. Also, using CPE just once a month generates $6,000 in new fee income (at the $500 suggested CPE Research Report Preparation Fee), and can save your clients literally thousands of dollars (e.g., CPE has already helped advisors save clients an average of 37%). On the other hand, if after preparing 5 reports, you do not find CPE to be a valuable research tool, simply return the 5 reports for a full refund of all subscription and report fees. Contact Us to take advantage of these subscription savings and gain access to the below products.
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CPE Subscription with Satisfaction-Guarantee
- Monthly Subscription -- $99.00 per month (Individual-User and Multi-User available)-Satisfaction Guaranteed*
- NEW! Exclusive Monthly Subscription for Certified Financial Planners (CFPs) --$199.00 per month (Individual-User ONLY)*
- Enterprise Licenses for Multiple Sites -- Contact us for details.
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Pricing Varies per Subscription Level. |
Star Rating, Executive Summary, Detailed Graphic Analysis, Detailed Policy Accounting, User Guide & Glossary.
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Confidential Policy Evaluator (CPE) Research Report
Need to know how a proposed or existing life insurance policy compares against its peer group? Use CPE to benchmark the appropriateness of either a new policy under consideration or an existing policy purchased years ago. Either way, CPE will report on the overall appropriateness as to 1) Financial Strength and Claims-Paying Ability, 2) Cost Competitiveness, 3) Pricing Stability, 4) Cash Value Liquidity, and 5) Historical Performance.
Simply fax a complete illustration of hypothetical policy values (including detailed accounting pages) to the TIA Toll-Free Confidential Server #800-409-3222 using the TIA Fax Cover page, indicate whether you want to process the CPE Report ONline or have TIA Staff prepare OFFline, and your CPE Report will either be ready to process or mailed to you no later than the next business day (usually the same business day). |
$125 for Subscribers
or
$500 for NON-Subscribers
Click here to subscribe
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Suggested Guidelines for Soliciting Life Insurance Rates & Terms from Multiple Sources
Such that A) client objectives are defined in advance (and thus all sources are providing information responsive to the request and not the "flavor of the day" life insurance product), B) the information provided is consistently presented (thus allowing for apples-to-apples analysis), and C) the steps of the process are coordinated for the benefit of the client (such that the actions of one respondent does not impair the ability of other respondents).
Following these guidelines gives the advisor another tool for getting to the right answers and unlocking the door to substantial life insurance savings. |
For Registered Users.
Click here to register for FREE
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