Jan 21, 2022
In our first episode of the New Year - Morgan, John, and Zach discuss the 3 resolutions life insurance advisors should have in 2022. What are they? You'll just have to listen to find out!
Resources mentioned in this episode:
Nov 2, 2021
John Felton and Zach Gosselin discuss life insurance solutions for protecting your small and large business owner clients, as well as using specific coverage strategies to retain employees. This episode covers several different options including:
Needs analysis, solution...
Oct 26, 2021
If you’ve been working with TBA for the last few months, then we’re certain you’ve heard us mention Symetra SwiftTerm a time or two. Symetra’s Brad Mills and Matt Straub joined us to talk through those who qualify for a process that can get your clients important term coverage in as little as 25 minutes, as well...
Sep 16, 2021
John Felton, president of TBA, sits down with Morgan Mynatt to discuss term insurance and why John has considered it "the lost sale." John talks about the opportunities that exist in term coverage that you have written on your clients, as well as ways to position yourself as an expert with your client's existing...