TBA's Life Insurance Link Up

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...