Life Insurance Link Up is a bi-monthly podcast focused on helping grow advisor's insurance business by providing insight and advice on marketing and selling life insurance. The Life Insurance Link Up podcast is brought to you by TBA (Tennessee Brokerage Agency), who has been in the life insurance business since 1959. This is a podcast for advisors by advisors.
For more information on TBA: https://www.tba.com/
For quick and easy access to sales tools: https://www.tba.com/sales-tools/
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
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.
What is TBA Awareness Month?
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.
5 Minute Fix: How do I know which Hybrid LTC Product is best?
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
Life Insurance Client Solutions: Business Owners
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 Business Owners, and other client demographics can be found in the free Life Insurance Playbook: Download Here
How to Get Term Coverage in Minutes
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 clients are able to get. As a reminder, in order to take advantage of this new uncomplicated process for term coverage, you must already be appointed with Symetra. Get more information in the episode & below:
Case Study: Inforce Coverage in 48 Hours
SwiftTerm Pre-qualifying Checklist
SwiftTerm Application Process
How Instant Approval Works