May 17, 2022
As you strategize on how to end the second half of the year strong, John Felton and Zach Gosselin sit down to provide five solutions and opportunities to grow your life insurance business this year.
Items mentioned in the episode:
1 Page App: tba.com/forms/1-page-multi-carrier-app/
May 5, 2022
May is Disability Insurance (DI) Awareness Month, so we brought in our in-house DI specialist, Kathryn Kinnane. She breaks down the basics of DI, what is the ideal target market for it, and how to identify clients that need the coverage. To request your own DI quote: https://www.tba.com/quotes-and-underwriting/
Apr 26, 2022
What is the solution for small agencies that don't have the resources to consistently market life insurance? SalesLink is the solution that TBA has created for its advisors, and Dekalb County Insurance's Grant James joined Morgan to discuss his agency's experience with the service and why other advisors should consider it.
Apr 19, 2022
In this episode, Zach Gosselin, Vice President for TBA, breaks down what solutions and tools you will find in the Doctors & Medical Professionals' target market in The Advisor's Life Insurance Playbook. He also provides some insight into approaching this target market and what opportunities you should be looking for....
Mar 22, 2022
In this episode, Morgan gives a little insight into how TBA finds new opportunities with existing life insurance business for its advisors. Proformex, a data technology company committed to meeting the needs of those advisors and giving them the information they need to help their clients make data-driven decisions...