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TBA's Life Insurance Link Up
8 minutes | Nov 9, 2022
Why Hybrid LTC & When to Talk About It
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 conversation with clients How to know what options are available To request a long-term care quote, email firstname.lastname@example.org or call her at 865-282-4920.
6 minutes | Oct 27, 2022
Tricks of the [Life Insurance] Trade
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 what are the four tricks? You'll just have to listen to find out, and at the end - let us know if you think they're tricks or actually treats.
8 minutes | Oct 7, 2022
Playbook Preview: Empty Nesters
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 approach this target market All the information mentioned, as well as the fact finder, solution maps, and more, are available for free at tba.com/playbook
8 minutes | Sep 28, 2022
Easy Ways to Market Life Insurance Year Round
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 pieces mentioned in the episode, visit TBA.com. LIBRA Insurance Partners is TBA’s marketing organization partner: librainsurancepartners.com
7 minutes | Sep 6, 2022
Case Studies: Recent Solution Success Stories
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/
7 minutes | Aug 12, 2022
3 Fastest Ways to Write Term Business
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 on these processes and products, email email@example.com or call 865-588-9555.
7 minutes | Jul 29, 2022
Policy Review: Missed Opportunities
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 to offer a policy review, and most importantly how to get started. For all resources mentioned in the episode: https://www.tba.com/policy-review/
9 minutes | Jul 19, 2022
New Opportunities with Mirrored Loans
When it comes to mirrored loans, what are some of the new opportunities? Zach Gosselin sits down with Prudential’s Chuck Perrault to discuss what to do when your client’s policy has a loan: The following questions get answered in this episode: How does a policy end up with an outstanding loan? What are the major implications a policyholder needs to understand if they currently have a loan existing in a permanent life insurance policy? What are the client’s options? When an advisor is conducting a policy review and uncovers a policy with a loan, what are some of the most common situations you see where the policy can be repositioned into a new product for better long-term performance? What makes Prudential uniquely able to help your clients in this situation?
21 minutes | Jun 28, 2022
Impaired Risk: How to get the best offer for your clients
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 risk ailments that are worth challenging a carrier on for a better rating The #1 mistake advisors or insureds make when it comes to medical underwriting when applying for insurance What piece of advice Dr. Frank would give to advisors when they encounter impaired risk cases For impaired risk questionnaires, to schedule a time to speak to TBA’s impaired risk specialist, or to get you in contact with Dr. Frank, email firstname.lastname@example.org.
8 minutes | May 17, 2022
5 Tips to Grow Your Insurance Business
As you strategize on how to end the second half of the year strong, John Felton and Zach Gosselin sit down to provide five solutions and opportunities to grow your life insurance business this year. Items mentioned in the episode: 1 Page App: tba.com/forms/1-page-multi-carrier-app/ Impaired Risk: www.tba.com/quotes-and-underwriting/impaired-risk-questionnaires/ Mobile App: www.tba.com/mobile-app/ Playbook: www.tba.com/playbook/
7 minutes | May 5, 2022
DI 101: The Basics of Disability Insurance
May is Disability Insurance (DI) Awareness Month, so we brought in our in-house DI specialist, Kathryn Kinnane. She breaks down the basics of DI, what is the ideal target market for it, and how to identify clients that need the coverage. To request your own DI quote: https://www.tba.com/quotes-and-underwriting/
9 minutes | Apr 26, 2022
SalesLink: The Advisor Experience
What is the solution for small agencies that don't have the resources to consistently market life insurance? SalesLink is the solution that TBA has created for its advisors, and Dekalb County Insurance's Grant James joined Morgan to discuss his agency's experience with the service and why other advisors should consider it.
9 minutes | Apr 19, 2022
Playbook Preview: Doctors & Medical Professionals
In this episode, Zach Gosselin, Vice President for TBA, breaks down what solutions and tools you will find in the Doctors & Medical Professionals' target market in The Advisor's Life Insurance Playbook. He also provides some insight into approaching this target market and what opportunities you should be looking for. Download the playbook at TBA.com/playbook
13 minutes | Mar 22, 2022
New Opportunities with your Inforce Life Insurance Business
In this episode, Morgan gives a little insight into how TBA finds new opportunities with existing life insurance business for its advisors. Proformex, a data technology company committed to meeting the needs of those advisors and giving them the information they need to help their clients make data-driven decisions that will ultimately enhance their outcomes, is one of the proprietary softwares that TBA invests in to achieve that goal. Morgan and Proformex’s Max Posner discuss how the software works, why it’s so important for advisors and what new opportunities TBA is able to provide because of its functionality.
7 minutes | Mar 15, 2022
Underwriting Dilemma: Marijuana Users & Life Insurance
As medical marijuana is now legal in 48 states, and recreational usage is becoming more common and legalized across the country, it begs the question – what does that mean for users when it comes to life insurance underwriting? Carlan Snipes, Field Vice President for Pacific Life, sat down with Morgan to discuss how usage and even being a dispensary owner can affect the underwriting class for your clients. Pacific Life is one of our impaired risk specialist's preferred carriers in these scenarios, and in this episode, you will learn why.
10 minutes | Feb 24, 2022
What they don't tell you about Accelerated Underwriting
In theory, accelerated underwriting (AU) sounds like a win-win for everyone involved, but what are they not telling you? TBA's Kathryn Kinnane and John Felton sat down with your host, Morgan, to discuss if the pros actually outweigh the cons when it comes to AU opportunities. For more information, visit TBA.com/podcast
9 minutes | Feb 10, 2022
Life Insurance Solutions for Business Owners
Zach Gosselin, Vice President, and Morgan sit down to discuss the solutions that exist for business owner clients, what questions you should be asking as an advisor, and the resources available to make sure you're providing the best solutions for your clients. This episode is a look inside The Advisor's Life Insurance Playbook, and what type of information and resources will be included. Download your copy here: https://www.tba.com/playbook/ All resources mentioned in this episode can be found in the Business Owner target market pages of the Playbook. For custom marketing pieces contact Morgan - email@example.com.
7 minutes | Jan 28, 2022
LIVE on VIVE: The Cincinnati Life Insurance Company
Did you know that you can now quote and submit Cincinnati Life business on the Vive platform? TBA's Morgan Mynatt sat down with Joe Bevelhimer, Field Director for Cincinnati Life, to discuss why they joined the platform and what advisors can expect both in product offerings and in servicing their cases. Are you interested in learning more about Vive? Book a demo here: https://meetings.hubspot.com/mmynatt/vive-demo
6 minutes | Jan 21, 2022
3 Resolutions Advisors Should Have in 2022
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
2 minutes | Dec 28, 2021
Bloopers: Season 3
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.
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