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TBA's Life Insurance Link Up

Sep 28, 2023

The Life Insurance industry took a more prevalent role in clients’ lives largely due to the pandemic, but is that still the case? Michele Leeming, LIBRA’s Relationship Director, discusses the current state of the industry, what products clients are purchasing, how the industry has changed in the last year, and how...


Sep 14, 2023

Term conversions have been mentioned several times on the podcast, but we thought it was important to touch on some of the most commonly asked questions and misconceptions about providing this service to your clients. This episode covers:

  1. Do you have to be the original writing advisor on a policy to convert it?
  2. What is...