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TBA's Life Insurance Link Up

Apr 17, 2024

The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal.

Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing...

Mar 28, 2024

Disability Income is crucial for many professionals, but one industry where it isn't a hard sell because they are educated about it's importance from the beginning is any medical field. We brought in our resident DI expert - Kathryn Kinnane - to talk DI, how to best approach medical professionals, what's needed for the...

Mar 20, 2024

When it comes to business solutions - specifically guaranteed issue insurance for groups - the options can feel daunting. That's why we brought in two experts from Principal's business solutions team - Mark Householder & Tom Bates - to talk all things guaranteed issue term for groups. They joined our own John Felton to...

Feb 20, 2024

Our in-house impaired risk specialist sat down to provide insights on what underwriting can look like for clients with heart issues that include:

  • Heart attack history
  • Heart murmurs
  • Pace Makers
  • High Blood Pressure
  • & more

In this episode, she touches on what conditions receive more favorable underwriting or are...

Jan 30, 2024

A new year brings new opportunities for life insurance advisors. What trends can you expect this year when it comes to life insurance? Michele Leeming, Relationship Director with LIBRA, discusses what advisors can expect when it comes to the types of products and coverages clients will be seeking and the future...