85 episodes

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/

TBA's Life Insurance Link Up TBA

    • Business
    • 5.0 • 3 Ratings

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/

    DI Solutions: Medical Professionals

    DI Solutions: Medical Professionals

    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.

    • 8 min
    Business Solutions: Guaranteed Issue Term for Groups

    Business Solutions: Guaranteed Issue Term for Groups

    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

    • 10 min
    Underwriting Dilemma: Heart Issues

    Underwriting Dilemma: Heart Issues

    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.

    • 4 min
    3 New Trends in Life Insurance

    3 New Trends in Life Insurance

    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

    • 7 min
    Charitable Giving with Life Insurance

    Charitable Giving with Life Insurance

    '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.

    • 7 min
    What is TBA Awareness Month?

    What is TBA Awareness Month?

    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. 

    • 7 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Top Podcasts In Business

Money Stuff: The Podcast
Bloomberg
In Good Company with Nicolai Tangen
Norges Bank Investment Management
Thoma Bravo's Behind the Deal
Thoma Bravo | Pod People
Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network