TBA's Life Linked

In our first episode of the New Year - Morgan, John, and Zach discuss the 3 resolutions life insurance advisors should have in 2022. What are they? You'll just have to listen to find out! Resources mentioned in this episode: Policy Review Kit The Advisor's Life Insurance Playbook 1 Page Application Mobile App SalesLink

Here are some of the clips that didn't quite make the cut in this season's episodes. End the year with a laugh...at our expense.

TBA's Morgan Mynatt, John Felton, and Zach Gosselin discuss what exactly TBA Awareness Month is, and why it came to be. In addition, they highlight some resources that advisors can use to generate new life insurance business, as well as make their practices more efficient. 

Our in-house hybrid long-term care expert - Kathryn Kinnane - provides insight into why hybrid LTC is a solution for your clients, and which products TBA offers, as well as ways to present it that show just how effective it can be. Hybrid LTC Case Study: https://bit.ly/3HzqDpw Hybrid LTC Sample Comparison Quote: https://bit.ly/3qQBeGz Hybrid LTC Products: https://bit.ly/3qS9YHO

John Felton and Zach Gosselin discuss life insurance solutions for protecting your small and large business owner clients, as well as using specific coverage strategies to retain employees. This episode covers several different options including:  Buy-Sell Key Person Term vs Permanent Coverage Needs analysis, solution maps, case studies, and planning solutions mentioned in this episode for Busines...

If you've been working with TBA for the last few months, then we're certain you've heard us mention Symetra SwiftTerm a time or two. Symetra's Brad Mills and Matt Straub joined us to talk through those who qualify for a process that can get your clients important term coverage in as little as 25 minutes, as well as how it works, some case studies, and the competitive pricing and coverage that your...

John Felton, president of TBA, sits down with Morgan Mynatt to discuss term insurance and why John has considered it "the lost sale." John talks about the opportunities that exist in term coverage that you have written on your clients, as well as ways to position yourself as an expert with your client's existing coverage that you did not write. 

The past year has certainly increased awareness of the necessity of life insurance. September is Life Insurance Awareness Month, and TBA's Morgan Mynatt took some time to sit down with LIBRA's Erin Finnegan to discuss ways in which advisors can capitalize on the heightened awareness and market resources that are available to them. 

In this episode, Zach Gosselin, Vice President of Sales for TBA, is joined by Brad Newcomb, Managing Director of TBA's newest carrier available to advisors: MassMutual. In this episode, not only do Zach and Brad discuss MassMutual's distribution into the independent brokerage space, but they also cover important products in MassMutual's broad portfolio that fit specific scenarios that are common f...

John Felton and Zach Gosselin, of TBA, sat down to discuss the variety of ways that advisors can grow their life insurance business with their existing book of business. You'll have to listen to find out the three simple ways that they can do this.  John mentioned the Advisor Playbook, a new resource exclusive to TBA advisors, which provides not only a solution map but a needs analysis for the cor...

Morgan Mynatt, Marketing Manager for TBA, took a few minutes to expound on a resource that TBA offers its advisors but that hasn't been mentioned much in the podcast thus far. SalesLink provides advisors with the opportunity to actively and consistently market the importance of life insurance without taking on any extra work. For more information on how SalesLink can help you, email mmynatt@tba.co...

What if your clients cannot medically qualify for LTC or an LTC rider? John Felton, President of TBA, sat down with Dave Weber, Life Sales Director at Mutual of Omaha, to discuss the Life Protection Advantage or Income Advantage IUL products.  With these policies, the Chronic Illness rider is ALWAYS included, regardless of age, face amount, or rate class.  If Mutual of Omaha issues the life insura...

Steven Sparks, Managing Partner of Capital Concepts Financial Group in Hickory, NC, joined our own Zach Gosselin on the Life Insurance Link Up podcast to discuss life insurance in the RIA space. You'll realize why we enjoy working with this group and how much they care about their clients' legacy. Even when life insurance isn't your primary business, but you care about your clients, then you know...

Jennifer Stanifer, Impaired Risk & Illustration Specialist, highlights the opportunities for your clients with diabetes. Just because your client has an existing medical condition, doesn't mean that they are going to be a decline. 

In this 5 Minute Fix episode, John Felton, talks about the benefits of the 1 Page App. Although, the obvious one is the time it saves advisors when it comes to submitting term and permanent life insurance, there are several others you may not have thought of yet. Listen in to find out what they are...

While we resume a new form of normalcy in 2021, and with the March Madness Tournament officially back on, our marketing manager Morgan Mynatt hopped on a call with the Managing Director of Advantus Marketing, Tiffany Markarian. They discuss the final four marketing strategies for this year, and the easiest way for advisors to differentiate themselves and be successful in marketing life insurance.

Ask and you shall receive! For all of those who provided feedback in our end-of-year survey, there was a resounding response that you wanted more advisor first-hand experience stories and we're excited to deliver more of that to you in 2021. Jon Hodges, part of the John Hackney Agency, sat down with our own John Felton, President of TBA, to discuss just how to make life insurance part of your plan...

Vive is the "fastest way to write term insurance," but don't just take our word for it. One of our agency partners, Wyatt Insurance Services, Inc.'s Avery Wyatt goes into three reasons why the platform has been an asset to their agency when it comes to successfully and quickly getting inforce term coverage for their clients.

Zach Gosselin, Vice President & Sales for TBA, talks you through how to capitalize on an opportunity when a client has a life insurance policy that you didn't write. Even if it doesn't put you in a position to write new coverage, it may build important trust with the client about your knowledge and expertise as their advisor. This is worth 5 minutes of your time!

John Felton, President of TBA, reflects on 2020 and the changes that we hope to make for our advisors as we move forward in 2021. Listen in and get inspired to make your own resolutions in the new year!

Do you have a client who is a tobacco or marijuana user? Jennifer Stanifer, TBA's Impaired Risk & Illustration Specialist, provides a quick rundown of the opportunities that currently exist with carriers and what type of ratings are available based on their usage.

65% of Americans today will need some form of long term care in their lifetime. November is LTC Awareness month, and Kathryn Kinnane dives into not only the differences between hybrid and traditional but also why it's so important for your clients to make the coverage a priority.

For many advisors, they stay away from term insurance because they feel it isn't a profitable way to do a business. At TBA, we know how to change this for our advisors. In less than 5 minutes, John Felton provides several ways to put more money in your pocket while securing better term coverage for your clients.

Lincoln Financial Group's Michael Deaton sat down with TBA's Morgan Mynatt to discuss business & life insurance in the COVID-19 world. There's lots of information covered in this episode: Current State of the Market Trends in Product Types Missed Opportunities by Advisors

As we enter into the final quarter of what might be the most strange year for the insurance business, Morgan Mynatt gives you three things to focus on in the final quarter to finish 2020 strong.