TBA's Life Linked

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.

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

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.

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.

For more information, visit TBA.com/podcast

All resources mentioned in this episode can be found in the Business Owner target market pages of the Playbook. For custom marketing pieces contact Morgan - [email protected].

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 they joined the platform and what advisors can expect both in product offerings and in servicing their cases. Are you interested in learning more about Vive? Book a demo here: https://meetings.hubspot.com/mmynatt/vive-demo

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!

Resources mentioned in this episode:

• Policy Review Kit
• The Advisor's Life Insurance Playbook
• 1 Page Application
• Mobile App
• SalesLink

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.

TBA's Morgan Mynatt, John Felton, and Zach Gosselin discuss what exactly TBA Awareness Month is, and why it came to be.

In addition, they highlight some resources that advisors can use to generate new life insurance business, as well as make their practices more efficient.