TBA's Life Insurance Link Up TBA

Disability Income is crucial for many professionals, but one industry where it isn't a hard sell because they are educated about it's importance from the beginning is any medical field. We brought in our resident DI expert - Kathryn Kinnane - to talk DI, how to best approach medical professionals, what's needed for the most accurate quotes, and how much coverage they would need. 
DI Quote Request Form
If you're in need of DI assistance, reach out to Kathryn Kinnane at kkinnane@tba.com or 865-588-9555.

When it comes to business solutions - specifically guaranteed issue insurance for groups - the options can feel daunting. That's why we brought in two experts from Principal's business solutions team - Mark Householder & Tom Bates - to talk all things guaranteed issue term for groups. They joined our own John Felton to discuss the following questions:
What is the ideal company/group for this product? Does this use level term, Annually Renewable Term, or are there options for each client? What type of financial professionals can find success with this product? Who handles the plan and policy administration and billing? Is there a cost? Can additional insureds be added to an existing group Could you discuss some of the more important qualifications for a group to qualify for guaranteed issue? Product Overview
GI Inquiry Form
Sample Quote
Bonding Piece

Our in-house impaired risk specialist sat down to provide insights on what underwriting can look like for clients with heart issues that include:
Heart attack history Heart murmurs Pace Makers High Blood Pressure & more In this episode, she touches on what conditions receive more favorable underwriting or are typically declined. She also provides important questions you should be asking your clients with heart issues.

A new year brings new opportunities for life insurance advisors. What trends can you expect this year when it comes to life insurance? Michele Leeming, Relationship Director with LIBRA, discusses what advisors can expect when it comes to the types of products and coverages clients will be seeking and the future of underwriting.
For assistance with a life insurance case email info@tba.com

'Tis the season for giving, and that's why we have our vice president, Zach Gosselin, walk us through if your client can provide a charitable gift with life insurance, what the different options are, if there are tax implications, and what - if any - drawbacks there are to using life insurance for charitable giving.

Every December we celebrate TBA Awareness Month! John Felton sits down with Morgan Mynatt to talk about how TBA Awareness Month came to be, what three things advisors are most unaware of about TBA, and what is the #1 thing advisors should be more aware of when it comes to TBA and how they support advisors. If you have any questions about TBA or how TBA.com works, email info@tba.com.