An Advisor’s Journey with Vive
TBA's Life Insurance Link Up
In this episode, we sit down with Grant James, a property and casualty advisor, who shares their firsthand experience navigating the life insurance application process through Vive. The conversation dives into the day-to-day efficiencies gained, the technology’s real-world impact on case management, and how Vive streamlined everything from carrier selection to submission. The advisor reflects on initial expectations versus actual results, including time saved, client satisfaction, and lessons learned along the way. Whether you’re new to the platform or looking to optimize your workflow,...
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Why DI & How to Offer it
TBA's Life Insurance Link Up
In recognition of Disability Insurance Awareness Month, this episode dives into the importance of disability insurance and how advisors can better serve clients by including it in their planning conversations. The discussion covers key target markets for disability insurance, including professionals, business owners, and young earners just starting their careers. Listeners will also learn about the simplified application processes now available, making it easier than ever to get coverage in place. The episode wraps up with a breakdown of the types of disability insurance products on the market...
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Better Offers, More Approvals: Insider Tips from our new Underwriting Consultant
TBA's Life Insurance Link Up
In this episode, we’re thrilled to introduce Heather Sprague, our new Underwriting Consultant with LIBRA and a true game-changer for your life insurance business. Heather brings years of experience navigating the ins and outs of underwriting—and she’s here to help you turn borderline cases into approved applications. Tune in to learn how Heather partners with advisors to strengthen submissions, avoid common pitfalls, and ultimately improve offer outcomes. Plus, she shares practical tips you can start using today to set your cases up for success. If you're looking to boost placement and...
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Help Clients Plan for Retirement with IUL
TBA's Life Insurance Link Up
We all know that you can’t time the market and when a client is entering the distribution phase of their retirement planning, this becomes an increased concern. In this episode, we take a deep dive into how utilizing an IUL allows your clients to strategically use the plan to fund their retirement. Adding a life insurance solution not only offers death benefit protection but also options and flexibility within their portfolio to navigate market fluctuations. By understanding the impact of market cycles and how asset location can impact retirement income, your clients can plan for the...
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How RGA Benefits Advisors
TBA's Life Insurance Link Up
Through its partnership with LIBRA Insurance Partners, TBA has access to resources that make securing offers for its advisors and their clients even easier. RGA – a reinsurer – is one of those resources that TBA leans out for specific impaired risk cases to secure an offer in just 24 hours. John Felton, President of TBA, sat down with Aaron Baack, RGA’s Vice President of Underwriting, to discuss the unique opportunity this presents to advisors, how the process works, what impairments are most likely to get offers, and what carriers and eligibility face amounts and ages that are available...
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The Sales & Marketing Missteps Advisors Make
TBA's Life Insurance Link Up
As advisors prepare to take on a new year, chances are you are in the middle of planning out your goals and strategies. That’s why we brought on Award-Winning Marketing Strategist, Tiffany Markarian, who is also the Managing Director of Advantus Marketing, LLC. Tiffany provides important insights on how advisors can avoid common missteps… and the not-so-common missteps…made during the sales and marketing process with clients and prospects. In addition, she provides tangible steps on the best approaches for developing meaningful relationships with clients. Also mentioned in the...
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TBA Awareness Month
TBA's Life Insurance Link Up
Every December, we take the time to bring awareness to all the resources available for advisors at TBA and what advisors should be aware of and focus on as we move into a new year. John Felton hopped on to discuss the following: Refresher on what TBA Awareness Month is 3 important resources TBA offers that advisors should be more aware of With the election results, and the New Year approaching, what advisors should focus on when speaking to clients
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Estate Planning: Plan Now, Gift Now, Insure Now
TBA's Life Insurance Link Up
As we embark on the possibility of estate tax regulations changing at the end of 2025, which may or may not happen with the recent election results, we brought in an expert on all things estate planning – Brett Berg from Prudential. He is a trusted resource for TBA, and Zach Gosselin sat down with him to discuss the approach your clients should be taking to estate planning, where to seek information about providing flexibility within trusts, and the overall message you should be communicating with your clients: Plan Now, Gift Now, Insure Now. For more information on estate planning and...
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Business Solutions: Buy Sell Opportunities
TBA's Life Insurance Link Up
We’re closing out our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things , we brought them back to discuss all things Buy-Sell Opportunities with Zach Gosselin: How common it is for buy sell agreements to be funded with life insurance The risks business owners face if they don’t have a buy sell agreement What about agreements that aren’t funded by life insurance How often should the agreements be reviewed Triggers for a review of buy sell agreements To access all the business solutions...
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LIAM 2024: New Trends in Life Insurance
TBA's Life Insurance Link Up
This September is the 20th Anniversary of Life Insurance Awareness Month! To celebrate, we brought our LIBRA Relationship Director – Michele Leeming – on the podcast to discuss the biggest changes that have happened in life insurance in the last few years, how to leverage awareness, take advantage of resources available, and what target markets that you should be considering more effectively to in the next year! For all the Life Insurance Awareness Month marketing pieces visit LifeHappens.org & for the Estate Planning Kit and other TBA resources mentioned visit TBA.com.
info_outlineA 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.
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