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TBA's Life Insurance Link Up

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...


Dec 28, 2023

'Tis the season for giving, and that's why we have our vice president, Zach Gosselin, walk us through if your client can provide a charitable gift with life insurance, what the different options are, if there are tax implications, and what - if any - drawbacks there are to using life insurance for charitable giving.


Dec 1, 2023

Every December we celebrate TBA Awareness Month! John Felton sits down with Morgan Mynatt to talk about how TBA Awareness Month came to be, what three things advisors are most unaware of about TBA, and what is the #1 thing advisors should be more aware of when it comes to TBA and how they support advisors. If you have...


Nov 14, 2023

Over 11%, or more than 37 million Americans, have diabetes, and that number continues to climb. With the increasing number of those affected by this, we brought in our impaired risk specialist Jennifer Stanifer, to discuss all things diabetic underwriting. From what information you need from your clients, to what the...