TBA's Life Insurance Link Up

Jan 21, 2022

In our first episode of the New Year - Morgan, John, and Zach discuss the 3 resolutions life insurance advisors should have in 2022. What are they? You'll just have to listen to find out!

Resources mentioned in this episode:

• Policy Review Kit
• The Advisor's Life Insurance Playbook
• 1 Page Application
• Mobile App

Dec 28, 2021

Here are some of the clips that didn't quite make the cut in this season's episodes. End the year with a laugh...at our expense.

Dec 17, 2021

TBA's Morgan Mynatt, John Felton, and Zach Gosselin discuss what exactly TBA Awareness Month is, and why it came to be.

In addition, they highlight some resources that advisors can use to generate new life insurance business, as well as make their practices more...

Nov 19, 2021

Our in-house hybrid long-term care expert - Kathryn Kinnane - provides insight into why hybrid LTC is a solution for your clients, and which products TBA offers, as well as ways to present it that show just how effective it can be.

Hybrid LTC Case Study: https://bit.ly/3HzqDpw

Hybrid LTC Sample Comparison Quote:...

Nov 2, 2021

John Felton and Zach Gosselin discuss life insurance solutions for protecting your small and large business owner clients, as well as using specific coverage strategies to retain employees. This episode covers several different options including: 

• Buy-Sell
• Key Person
• Term vs Permanent Coverage

Needs analysis, solution...