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TBA's Life Insurance Link Up

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...