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TBA's Life Insurance Link Up

Jul 29, 2022

You've heard us discuss policy review many times on this podcast, but advisors are still missing out on the opportunities available by offering this to their clients. John and Zach join Morgan to discuss recent cases where policy review could've saved a policy, opportunities that are available, when to offer a...


Jul 19, 2022

When it comes to mirrored loans, what are some of the new opportunities? Zach Gosselin sits down with Prudential’s Chuck Perrault to discuss what to do when your client’s policy has a loan:

The following questions get answered in this episode:

  • How does a policy end up with an outstanding loan?
  • What are the major...


Jun 28, 2022

John Felton sits down with Dr. Robert Frank, Medical Director for LIBRA Insurance Partners, to get Dr. Frank’s expertise and insight on the following when it comes to impaired risk cases in life insurance:

  • How does Dr. Frank help advisors like you and brokerages like TBA in the impaired risk space
  • Recurring impaired...


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/

Impaired...


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/