Preview Mode Links will not work in preview mode

TBA's Life Insurance Link Up

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...

Aug 29, 2023

You've heard policy review mentioned many times in our episodes, but John and Zach take this opportunity to focus solely on policy review and:

  • Why it matters
  • How to offer it
  • When it makes sense
  • What policies should be reviewed

For access to the free policy review kit, visit:

Aug 15, 2023

When it comes to effectively engaging clients – it can be a challenge in any industry. However, the pandemic has created a new filter in the life insurance industry of what clients are looking for in their advisor, and that is, “who is really there for them?” Tiffany Markarian, the founder of Advantus...

Jul 31, 2023

We are approached consistently by advisors about what questions they should be asking their business owner clients when it comes to succession planning in order to mitigate risk and provide comprehensive solutions. John and Zach sit down to discuss 5 questions you should be asking your business owner clients in order to...

Jul 14, 2023

John Felton sits down with Dr. Robert Frank, Medical Director for LIBRA Insurance Partners, to get Dr. Frank’s expertise and insight on the following when it comes to impaired risk cases in life insurance:

  • How does Dr. Frank help advisors like you and brokerages like TBA in the impaired risk space
  • Recurring impaired...