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:
- Current State of the Market
- Trends in Product Types
- Missed Opportunities by Advisors
Oct 15, 2020
13 min
As we enter into the final quarter of what might be the most strange year for the insurance business, TBA's Morgan Mynatt gives you three things to focus on in the final quarter to finish 2020 strong.
Sep 28, 2020
5 min
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 Morgan Mynatt enlisted Advantus Marketing's Tiffany Markarian to help us reevaluate how we are approaching clients right now & 3 things they want to hear from you.
Aug 21, 2020
25 min
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 the current financial climate for your clients. Tune in to learn more!
Jul 21, 2020
15 min
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), why they are a valuable option for your client and some of the current industry changes.
Jun 16, 2020
11 min
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 Month.
Cohen discusses why DI is so vital, why it's important to revisit past or current coverage with clients, and scenarios in which it makes sense.
May 19, 2020
11 min
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 the "Safer at Home" orders are being lifted. Here are the highlights:
What should be your first focus?
What are the two tools you should be taking advantage of?
How has this impacted the industry now and in the future?
What is the best way to approach marketing moving forward?
Apr 30, 2020
11 min
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 is, where the numbers come from and how it helps you and your client make the best choice for them now and in the future.
Feb 24, 2020
3 min
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 conversions. A conversion can be written on a policy that wasn't even written through your office or TBA's. Listen in to hear how to maximize this opportunity!
Feb 13, 2020
5 min
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 started here: www.tba.com/vive.
Jan 30, 2020
3 min
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