Speed, Simplicity & Trust: How Symetra's Swift Platform is Changing Life Insurance
TBA's Life Insurance Link Up
Life insurance doesn’t have to be slow or complicated. In this episode, we sit down with Daneyelle Schneider, Senior Underwriting Manager & Brad Mills, Regional Vice President at Symetra, to talk about the Swift platform and how it’s reshaping the way advisors and clients experience life insurance. We cover why speed and transparency matter, how Swift can improve efficiency for advisors, and what it means for reaching more clients who may have been turned off by traditional processes. Whether you’re an advisor looking for practical ways to save time, or someone curious about how...
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Succession Planning Made Simple: Protecting Business Value
TBA's Life Insurance Link Up
Small-business succession planning is often ignored until it’s too late. John Fitzpatrick and Mark Berry of John Hancock share real-life stories, key insights from the Connelly case, and practical tools like the to help advisors guide clients through buy-sell agreements, Key Person insurance, and continuity planning. Discover how to position yourself as a solutions provider—not just a product seller—and gain the confidence to start meaningful conversations with business owners. This episode will give you actionable strategies to protect clients’ legacies and strengthen your own...
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Back to Business: Mid-Year Planning Moves that Drive Revenue
TBA's Life Insurance Link Up
August isn't downtime - it's go time. In this episode, John Felton & Zach Gosselin break down why now is the perfect moment for advisors to reconnect with clients, spot life changes, and spark meaningful conversations that lead to real planning opportunities. From mid-year check-ins that turned into major plan overhauls, to simple tactics for identifying client needs without product overhwhelm, this is your launchpad for the final quarter of the year. Real advisor success stories How to spot cross-sell opportunities One action step to take before Friday Don't wait for the...
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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
info_outlineThe chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal.
Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets with our listeners. This episode covers the following:
- Client objections and how to overcome them
- How to start the LTC conversation
- Common Advisor mistakes during these discussions
- Quick moniker reference to use as a reminder during these conversations
If you would like some LTC outreach materials, or to know the LTC options available through TBA, reach out to Kathryn Kinnane at [email protected].