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/
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/
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/
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.
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
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.
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.