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TBA's Life Linked

Mar 24, 2026

Many business owner clients face the same problem, but rarely plan for it correctly. One child takes over the business. The others do not. That is where estate equalization becomes essential. In this episode of the Life Linked Podcast, Morgan sits down with Ron Lee, Vice President of Advanced Markets at Mutual of Omaha,...


Mar 3, 2026

Most advisors spend their time chasing new business, while overlooking the opportunity already sitting inside their existing book.
 
In this episode, we're joined by Niko Kantouros of Proformex to discuss how advisors can uncover coverage gaps, identify cross-sell opportunities, and strengthen retention through...