09/28/2023 The Life Insurance industry took a more prevalent role in clients’ lives largely due to the pandemic, but is that still the case? Michele Leeming, LIBRA’s Relationship Director, discusses the current state of the industry, what products clients are purchasing, how the industry has changed in the las

09/14/2023 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: Do you have to be the original writing advisor on a policy t

08/29/2023 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: https://www.tba.com/po

08/15/2023 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 Advant

07/31/2023 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 owne

07/14/2023 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

06/22/2023 In this episode, Vice President of Welcome Funds, Dan Ohman and TBA’s John Felton discuss the basics of life settlements, the tax implications, the overall process, and the sweet spot policies that make the most sense for pursuing a life settlement. TBA admittedly had shied away from the Life Settle

06/13/2023 It's a question we hear time and time again: "Do I recommend buy-sell or key person for this business owner client?" In this episode, John Felton and Zach Gosselin break it down: The key differences between key person vs buy-sell What scenarios each solution makes the most sense in The tax implicat

05/18/2023 Steven Sitton, a leading insurance producer at the biggest independent insurance agency in Tennessee - TIS Insurance Services, sits down to discuss what life insurance solutions make the most sense in the current economic market. Beyond personal solutions and how he approaches that with clients, he

05/03/2023 The 2023 LIMRA/Life Happens Life Insurance Barometer Study has just been released. TBA's Marketing Manager, Morgan Mynatt, highlights the three surprising new target markets for life insurance that are highlighted in the study & most importantly how to reach them.  The Life Insurance Barometer Stud

04/14/2023 What are the top market trends we're seeing in the life insurance space right now? Zach Gosselin and John Felton sit down to highlight the top 4 and why you should be pursuing these planning solutions for your clients. In addition, they share some free resources available to you through carriers and

03/30/2023 What if business owners were the owners of their own policies and could fund them to build cash as they thought appropriate? That’s what Mutual of Omaha calls the Living Benefit Buy-Sell because it is designed to produce living benefits in addition to providing a death benefit. TBA’s John Felton sat

03/24/2023 When it comes to mirrored loans, what are some of the opportunities? Zach Gosselin sat down with Prudential’s Chuck Perrault to discuss what to do when your client’s policy has a loan last year. We've seen an uptick in requests for loan rescue this year, so we are rereleasing this episode. The follo

02/28/2023 What financial regrets do you want to help your clients avoid? Zach Gosselin & John Felton sit down to discuss the top 5 financial regrets of Americans over 50 featured in this recent Barron's article and how to help your clients avoid them in the future. For life insurance assistance: click here.

02/02/2023 Cancer doesn't mean a decline - most of the time. TBA's Impaired Risk specialist, Jennifer Stanifer, provides insights into which cancers are easily underwritten and which ones present more of a challenge. She also discusses which stages of cancer provide more favorable ratings from life insurance c

01/17/2023 When it comes to long-term care, most people know (or should) that medicaid is not a viable option, which leaves many assuming that self-funding this large expense is the best option. However, TBA's Kathryn Kinnane sits down with Morgan Mynatt to discuss 3 major risks associated with this strategy a

01/05/2023 What is the #1 marketing mistake that most advisors make? Morgan Mynatt, Marketing Manager for TBA, reveals what it is and the three steps you can take to avoid it. As mentioned in the episode, if you are needing free marketing materials to get started or to see how TBA can take the marketing burden

11/09/2022 November is LTC Awareness Month, so we brought in our resident long-term care expert - Kathryn Kinnane - to sit down with John and discuss: The difference between traditional LTC & hybrid LTC products Some quick stats to get the conversation started with your clients When to have the LTC conversati

10/27/2022 In the theme of October, we're giving you four tricks to improve your clients' offers on life insurance and speed up the life insurance process altogether. Although we try to provide as many tips to help you throughout the year, these are actually four opportunities we haven't discussed before. So w

10/07/2022 In this preview of the free Advisor's Life Insurance Playbook - Zach and Morgan sit down to discuss the empty nester target market. In addition to providing parameters of this group, they also discuss: Why it's important to market reviews to this group What solutions make the most sense How to appr

09/28/2022 Michele Leeming, Relationship Director with LIBRA Insurance Partners, sat down with Morgan to discuss Life Insurance Awareness Month, easy ways to continue the conversation year-round, and how advisors can finish the year strong in the life insurance space. For the digital platforms & marketing piec

09/06/2022 Zach Gosselin reviews three of our most recent case studies to provide you with inspiration for creative solutions to your client's most complex risk management issues. For more case studies, click here: https://www.tba.com/learning-center/

08/12/2022 The faster the better is the way the world operates now, and the life insurance space is finally catching up. John Felton discusses the three fastest ways to write term business, and what parameters make each one the right choice for your clients: - Vive - SwiftTerm - 1 Page App For more information

07/29/2022 You've heard us discuss policy review many times on this podcast, but advisors are still missing out on the opportunities available by offering this to their clients. John and Zach join Morgan to discuss recent cases where policy review could've saved a policy, opportunities that are available, when