• TBA's Life Insurance Link Up

  • 著者: TBA
  • ポッドキャスト

TBA's Life Insurance Link Up

著者: TBA
  • サマリー

  • 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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あらすじ・解説

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/
エピソード
  • TBA Awareness Month
    2024/12/02

    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:

    1. Refresher on what TBA Awareness Month is
    2. 3 important resources TBA offers that advisors should be more aware of
    3. With the election results, and the New Year approaching, what advisors should focus on when speaking to clients
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    7 分
  • Estate Planning: Plan Now, Gift Now, Insure Now
    2024/11/14

    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 how to have effective conversations with your clients, you can reach out to TBA at anytime at TBA.com or 865-588-9555.

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    17 分
  • Business Solutions: Buy Sell Opportunities
    2024/10/16

    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 Key Person Coverage, 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 calculators and analysis tools mentioned in the episode, click here.

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    11 分

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