Podcasts by TBAs Life Insurance Link Up
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/
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Underwriting Dilemma: Diabetes from 2023-11-14T13:18
Over 11%, or more than 37 million Americans, have diabetes, and that number continues to climb. With the increasing number of those affected by this, we brought in our impaired risk specialist J...
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Long-Term Care 101 from 2023-11-01T12:15
Long-term care is likely one of the few topics clients come to their advisors about. With November being LTC Awareness Month, we brought on OneAmerica’s Kevin Riley, Regional A...
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Estate Planning: Who It's For&How to Offer It from 2023-10-31T19:09
With the potential for the current estate tax cuts to sunset in January 2026, it has created more awareness around the importance of estate planning for many Americans. Zach Gosselin, who works ...
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Funding Retirement with Life Insurance from 2023-10-26T12:48
Many associate life insurance with death benefit, but what many fail to see is all the other possibilities available through life insurance - including helping fund retirement. John Felton discu...
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The Current State of Life Insurance from 2023-09-28T11:00
The Life Insurance industry took a more prevalent role in clients’ lives largely due to the pandemic, but is that still the case? Michele Leeming, Listen
Term Conversions 101 from 2023-09-14T11:00
Term conversions have been mentioned several times on the podcast, but we thought it was important to touch on some of the most commonly asked questions and misconceptions about providing this s...
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Policy Review Refresher from 2023-08-29T11:32
You've heard policy review mentioned many times in our episodes, but John and Zach take this opportunity to focus solely on policy review and:
- Why it matters
- How to offer i... Listen
3 Ways to Serve the Emotional Needs of Clients from 2023-08-15T11:07
When it comes to effectively engaging clients – it can be a challenge in any industry. However, the pandemic has created a new filter in the life insurance industry of what cli...
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Business Owner Solutions: 5 Questions You Should Be Asking from 2023-07-31T18:10
We are approached consistently by advisors about what questions they should be asking their business owner clients when it comes to succession planning in order to mitigate risk and provide comp...
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How to Get Better Impaired Risk Offers from 2023-07-14T18:31
John Felton sits down with Dr. Robert Frank, Medical Director for LIBRA Insurance Partners, to get Dr. Frank’s expertise and insight on the ...
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The Basics of Life Settlements from 2023-06-22T11:00
In this episode, Vice President of Welcome Funds, Dan Ohman and TBA’s John Felton discuss the basics of life settlements, the tax implications, the overall process, and the swe...
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Business Owner Solutions: Buy-Sell vs Key Person from 2023-06-13T15:32
It's a question we hear time and time again: "Do I recommend buy-sell or key person for this business owner client?"
In this episode, John Felton and Zach Gosselin break it down:
- ...
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Life Insurance Solutions in a Bear Market from 2023-05-18T12:46
Steven Sitton, a leading insurance producer at the biggest independent insurance agency in Tennessee - TIS Insurance Services, sits down to discuss what life insurance solutions make the most se...
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3 Unexpected Life Insurance Target Markets from 2023-05-03T16:15
The 2023 LIMRA/Life Happens Life Insurance Barometer Study has just been released. TBA's Marketing Manager, Morgan Mynatt, highlights the three surprising new target markets for life insurance t...
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Top 4 Market Trends in Life Insurance from 2023-04-14T18:33
What are the top market trends we're seeing in the life insurance space right now? Zach Gosselin and John Felton sit down to highlight the top 4 and why you should be pursuing these planning sol...
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The Living Benefit Buy-Sell from 2023-03-30T15:25
What if business owners were the owners of their own policies and could fund them to build cash as they thought appropriate? That’s what Mutual of Omaha calls the Living Benefi...
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Opportunities with Mirrored Loans from 2023-03-24T15:29
When it comes to mirrored loans, what are some of the opportunities? Zach Gosselin sat down with Prudential’s Chuck Perrault to discuss what to do when your client’s policy has a loan last year....
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Help Clients Avoid the Top 5 Financial Regrets from 2023-02-28T21:00
What financial regrets do you want to help your clients avoid? Zach Gosselin & John Felton sit down to discuss the top 5 financial regrets of Americans over 50 featured in this recent Listen
Underwriting Dilemma: Cancer from 2023-02-02T15:55
Cancer doesn't mean a decline - most of the time. TBA's Impaired Risk specialist, Jennifer Stanifer, provides insights into which cancers are easily underwritten and which ones present more of a...
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3 Risks of Self-Funding Long-Term Care from 2023-01-17T12:00
When it comes to long-term care, most people know (or should) that medicaid is not a viable option, which leaves many assuming that self-funding this large expense is the best option. However, T...
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Don't Make the #1 Marketing Mistake from 2023-01-05T15:11
What is the #1 marketing mistake that most advisors make? Morgan Mynatt, Marketing Manager for TBA, reveals what it is and the three steps you can take to avoid it. As mentioned in the episode, ...
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Why Hybrid LTC&When to Talk About It from 2022-11-09T16:02
November is LTC Awareness Month, so we brought in our resident long-term care expert - Kathryn Kinnane - to sit down with John and discuss:
- The difference between traditional LTC & ... Listen
Tricks of the [Life Insurance] Trade from 2022-10-27T19:09
In the theme of October, we're giving you four tricks to improve your clients' offers on life insurance and speed up the life insurance process altogether. Although we try to provide as many tip...
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Playbook Preview: Empty Nesters from 2022-10-07T11:00
In this preview of the free Advisor's Life Insurance Playbook - Zach and Morgan sit down to discuss the empty nester target market. In addition to providing parameters of this group, they also d...
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Easy Ways to Market Life Insurance Year Round from 2022-09-28T12:46
Michele Leeming, Relationship Director with LIBRA Insurance Partners, sat down with Morgan to discuss Life Insurance Awareness Month, easy ways to continue the conversation year-round, and how a...
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Case Studies: Recent Solution Success Stories from 2022-09-06T17:41:48
Zach Gosselin reviews three of our most recent case studies to provide you with inspiration for creative solutions to your client's most complex risk management issues. For more case studies, cl...
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3 Fastest Ways to Write Term Business from 2022-08-12T18:13:28
The faster the better is the way the world operates now, and the life insurance space is finally catching up. John Felton discusses the three fastest ways to write term business, and what parame...
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Policy Review: Missed Opportunities from 2022-07-29T14:56:37
You've heard us discuss policy review many times on this podcast, but advisors are still missing out on the opportunities available by offering this to their clients. John and Zach join Morgan t...
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New Opportunities with Mirrored Loans from 2022-07-19T14:04:25
When it comes to mirrored loans, what are some of the new opportunities? Zach Gosselin sits down with Prudential’s Chuck Perrault to discuss what to do when your client’s policy has a loan:
... Listen
Impaired Risk: How to get the best offer for your clients from 2022-06-28T13:37:06
John Felton sits down with Dr. Robert Frank, Medical Director for LIBRA Insurance Partners, to get Dr. Frank’s expertise and insight on the ...
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5 Tips to Grow Your Insurance Business from 2022-05-17T12:08:01
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 y...
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DI 101: The Basics of Disability Insurance from 2022-05-05T13:10:41
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 ...
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SalesLink: The Advisor Experience from 2022-04-26T13:05:21
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 In...
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Playbook Preview: Doctors&Medical Professionals from 2022-04-19T13:33:08
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 Insuran...
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New Opportunities with your Inforce Life Insurance Business from 2022-03-22T04:07:36
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 meet...
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Underwriting Dilemma: Marijuana Users&Life Insurance from 2022-03-15T12:48:27
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 come...
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What they don't tell you about Accelerated Underwriting from 2022-02-24T18:36:09
In theory, accelerated underwriting (AU) sounds like a win-win for everyone involved, but what are they not telling you? TBA's Kathryn Kinnane and John Felton sat down with your host, Morgan, to di...
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Life Insurance Solutions for Business Owners from 2022-02-10T21:28:39
Zach Gosselin, Vice President, and Morgan sit down to discuss the solutions that exist for business owner clients, what questions you should be asking as an advisor, and the resources available to ...
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LIVE on VIVE: The Cincinnati Life Insurance Company from 2022-01-28T13:33:11
Did you know that you can now quote and submit Cincinnati Life business on the Vive platform? TBA's Morgan Mynatt sat down with Joe Bevelhimer, Field Director for Cincinnati Life, to discuss why...
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3 Resolutions Advisors Should Have in 2022 from 2022-01-21T18:02:33
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!
Bloopers: Season 3 from 2021-12-28T14:27:33
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.
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What is TBA Awareness Month? from 2021-12-17T14:54:12
TBA's Morgan Mynatt, John Felton, and Zach Gosselin discuss what exactly TBA Awareness Month is, and why it came to be.
...
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5 Minute Fix: How do I know which Hybrid LTC Product is best? from 2021-11-19T18:28:55
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 th...
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Life Insurance Client Solutions: Business Owners from 2021-11-02T16:45:08
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...
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How to Get Term Coverage in Minutes from 2021-10-26T13:10:31
If you’ve been working with TBA for the last few months, then we’re certain you’ve heard us mention Symetra Swift...
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Term: The Lost Sale from 2021-09-16T13:25:58
John Felton, president of TBA, sits down with Morgan Mynatt to discuss term insurance and why John has considered it "the lost sale." John talks about the opportunities that exist in term covera...
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Life Insurance Awareness Month 101 from 2021-09-01T13:56:07
The past year has certainly increased awareness of the necessity of life insurance. September is Life Insurance Awareness Month, and TBA's Morgan Mynatt took some time to sit down with LIBRA's E...
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Intro to MassMutual from 2021-08-25T20:01:22
In this episode, Zach Gosselin, Vice President of Sales for TBA, is joined by Brad Newcomb, Managing Director of TBA’s newest carrier available to advisors: MassMutual. In th...
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Growing your Insurance Business: Existing Client Opportunities from 2021-07-28T14:43:50
John Felton and Zach Gosselin, of TBA, sat down to discuss the variety of ways that advisors can grow their life insurance business with their existing book of business. You'll have to listen to...
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What is SalesLink? from 2021-07-09T13:48:24
Morgan Mynatt, Marketing Manager for TBA, took a few minutes to expound on a resource that TBA offers its advisors but that hasn't been mentioned much in the podcast thus far. SalesLink provides...
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Client can't qualify for LTC? from 2021-06-08T18:11:45
What if your clients cannot medically qualify for LTC or an LTC rider? John Felton, President of TBA, sat down with Dave Weber, Life Sales Director at Mutual of Omaha, to discuss the Life Protec...
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Life Insurance&RIAs from 2021-05-20T14:27:40
Steven Sparks, Managing Partner of Capital Concepts Financial Group in Hickory, NC, joined our own Zach Gosselin on the Life Insurance Link Up podcast to discuss life insurance in the RIA space....
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5 Minute Fix: Diabetes from 2021-04-29T13:29:30
Jennifer Stanifer, Impaired Risk & Illustration Specialist, highlights the opportunities for your clients with diabetes. Just because your client has an existing medical condition, doesn't mean ...
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5 Minute Fix: 1 Page Application from 2021-04-21T13:41:53
In this 5 Minute Fix episode, John Felton, talks about the benefits of the 1 Page App. Although, the obvious one is the time it saves advisors when it comes to submitting term and permanent life...
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March Marketing Madness: Final Four from 2021-03-17T14:20:43
While we resume a new form of normalcy in 2021, and with the March Madness Tournament officially back on, our marketing manager Morgan Mynatt hopped on a call with the Managing Director of Advan...
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Life Insurance&P&C Agencies from 2021-03-04T12:38:32
Ask and you shall receive! For all of those who provided feedback in our end-of-year survey, there was a resounding response that you wanted more advisor first-hand experience stories and we're ...
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Why Vive? 3 Reasons from 2021-02-09T15:37:39
Vive is the "fastest way to write term insurance," but don't just take our word for it. One of our agency partners, Wyatt Insurance Services, Inc.'s Avery Wyatt goes into three reasons why the p...
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5 Minute Fix: Policy Review from 2021-01-25T15:25:56
Zach Gosselin, Vice President & Sales for TBA, talks you through how to capitalize on an opportunity when a client has a life insurance policy that you didn't write. Even if it doesn't put you i...
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3 Resolutions for 2021 from 2021-01-05T18:36:48
John Felton, President of TBA, reflects on 2020 and the changes that we hope to make for our advisors as we move forward in 2021. Listen in and get inspired to make your own resolutions in the n...
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Five Minute Fix: Tobacco Users from 2020-11-23T19:51:02
Do you have a client who is a tobacco or marijuana user? Jennifer Stanifer, TBA's Impaired Risk & Illustration Specialist, provides a quick rundown of the opportunities that currently exist with...
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LTC Awareness: Hybrid vs Traditional from 2020-11-09T21:52:37
65% of Americans today will need some form of long term care in their lifetime. November is LTC Awareness month, and Kathryn Kinnane dives into not only the differences between hybrid and tradit...
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5 Minute Fix: Term Insurance Isn't Profitable from 2020-11-02T19:55:57
For many advisors, they stay away from term insurance because they feel it isn't a profitable way to do a business. At TBA, we know how to change this for our advisors. In less than 5 minutes, J...
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Business&Life Insurance from 2020-10-15T13:43:41
Lincoln Financial Group's Michael Deaton sat down with TBA's Morgan Mynatt to discuss business & life insurance in the COVID-19 world. There's lots of information covered in this episode:
3 Marketing Focuses for Q4 from 2020-09-28T12:53:20
As we enter into the final quarter of what might be the most strange year for the insurance business, Morgan Mynatt gives you three things to focus on in the final quarter to finish 2020 strong....
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3 Things Clients Want from You Right Now from 2020-08-21T14:04:17
Everyone is probably tired of hearing the phrase "unprecedented times," but unfortunately it's the reality we are in. It's also no secret the impact it is having across all industries. TBA's Mor...
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The State of the Market from 2020-07-21T19:51:10
Kevin Cox, a regional advisor for Lincoln Financial, joined our own Zach Gosselin to discuss the state of the current market and some advanced market opportunities that may prove beneficial in t...
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Bridge Products 101 from 2020-06-16T19:11:56
Zach Gosselin, Vice President of Sales for TBA, sat down with Kasey Gammons & Randi Benash of LifeTrends to give you an overview of what bridge products are (hint: they aren't a product at all),...
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Disability Insurance: When does it make sense? from 2020-05-19T13:49:24
TBA's in-house disability income specialist, Kathryn Kinnane, sat down with Eugene Cohen of the Cohen Agency for a special presentation on Disability Income for Disability Insurance Awareness Mo...
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Your Life Insurance Business&COVID-19 from 2020-04-30T18:23:40
Michele Leeming, Agency Support with LIBRA Insurance Partners, joins Morgan Mynatt, Marketing Manager for TBA, to talk about how advisors can start phasing back into growing their business as th...
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What is the Vive score? from 2020-02-24T14:08:53
In our first 2020 episode about Vive with primary owner Jason Lea, we touched on Vive scores quickly. In this episode, TBA's Morgan Mynatt dives a little deeper into what the Vive score actually...
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Term Conversions from 2020-02-13T21:07:32
Not all products are created equal. TBA's John Felton, President, and Zach Gosselin, Vice President of Sales, sit down to discuss how to capitalize on previous term business by utilizing convers...
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Vive Success Stories from 2020-01-30T14:43:12
Morgan Mynatt, marketing manager for TBA, talks about just how fast it is to write term through Vive, and the success that advisors have seen from using it. Want to test it out for yourself? Get...
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The Ridiculously Fast Way to Write Term Insurance from 2020-01-16T13:54:55
If you haven't heard of Vive yet, allow us to introduce it to you with Vive's own majority leader Jason Lea. TBA's Morgan Mynatt and Jason sat down to discuss all the ways that this new technolo...
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5 Ways to Make 2020 Successful from 2019-11-21T20:48:58
2019 is quickly coming to a close, and we want to make sure that you start off 2020 on the right foot! The average life insurance policy takes 74 days from start to finish. It is no wonder that ...
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Interview with David Smitherman from 2019-10-28T19:34:38
If you tuned in to our last episode, you heard John Felton and Zach Gosselin touch on the changes in the LTC market and specifically the emergence of LTC hybrid products as traditional LTC produ...
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Long-Term Care&How it Fits from 2019-09-30T19:46:54
In this episode of Life Insurance Link Up, John Felton and Zach Gosselin join us again to discuss Long-Term Care (LTC), how the market has changed and what solutions benefit your clients the mos...
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Life Insurance Awareness Month from 2019-09-20T14:34:12
This episode we are diving into the focus of September - Life Insurance Awareness Month (LIAM). Morgan Mynatt, our marketing manager, talks about some of the statistics surrounding leads and lif...
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What is Policy Review? from 2019-08-27T18:12:45
John Felton, President of TBA, and Zach Gosselin, Vice President of Sales, sit down and discuss Policy Review and what that means for your book of business. TBA teaches you how to find opportuni...
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Life Insurance Link Up: Intro from 2019-08-19T18:46:18
This is the first episode of the Life Insurance Link Up podcast brought to you by TBA. TBA has been in the life insurance business since 1959, and this bi-monthly podcast will cover important in...
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