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TBA's Life Insurance Link Up

Jan 17, 2023

When it comes to long-term care, most people know (or should) that medicaid is not a viable option, which leaves many assuming that self-funding this large expense is the best option. However, TBA's Kathryn Kinnane sits down with Morgan Mynatt to discuss 3 major risks associated with this strategy and how insurance...

Jan 5, 2023

What is the #1 marketing mistake that most advisors make? Morgan Mynatt, Marketing Manager for TBA, reveals what it is and the three steps you can take to avoid it. As mentioned in the episode, if you are needing free marketing materials to get started or to see how TBA can take the marketing burden off your hands,...

Nov 9, 2022

November is LTC Awareness Month, so we brought in our resident long-term care expert - Kathryn Kinnane - to sit down with John and discuss:

  • The difference between traditional LTC & hybrid LTC products
  • Some quick stats to get the conversation started with your clients
  • When to have the LTC conversation with clients
  • How...

Oct 27, 2022

In the theme of October, we're giving you four tricks to improve your clients' offers on life insurance and speed up the life insurance process altogether. Although we try to provide as many tips to help you throughout the year, these are actually four opportunities we haven't discussed before. So what are the...

Oct 7, 2022

In this preview of the free Advisor's Life Insurance Playbook - Zach and Morgan sit down to discuss the empty nester target market. In addition to providing parameters of this group, they also discuss:

  • Why it's important to market reviews to this group
  • What solutions make the most sense
  • How to approach this target...