『TBA's Life Linked』のカバーアート

TBA's Life Linked

TBA's Life Linked

著者： TBA
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概要

 Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch. We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, succession planning, annuities, and hybrid long-term care solutions. Whether you're refining your process, navigating a changing market, or looking for better ways to serve clients, Life Linked is designed to give you takeaways you can use immediately. If you work with families, business owners, or high-net-worth clients, and want to turn planning conversations into lasting relationships, this show is for you. For more information on TBA: https://www.tba.com/ マーケティング マーケティング・セールス 経済学
エピソード
  • Estate Equalization: A Smarter Way to Guide Business Owner Clients

    Estate Equalization: A Smarter Way to Guide Business Owner Clients
    2026/03/24

    Many business owner clients face the same problem, but rarely plan for it correctly. One child takes over the business. The others do not. That is where estate equalization becomes essential. In this episode of the Life Linked Podcast, Morgan sits down with Ron Lee, Vice President of Advanced Markets at Mutual of Omaha, to walk through how advisors can navigate these complex conversations with confidence.

    They break down how to structure fair outcomes when assets like a business or farm cannot be divided, why equal does not always mean fair, and how a lack of planning can lead to family conflict, legal disputes, or even the collapse of the business itself. If you advise business owners, this episode will help you lead better planning conversations, uncover hidden risks, and deliver more complete solutions that go beyond the numbers.

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    13 分
  • Finding Hidden Growth in Your Book of Business

    Finding Hidden Growth in Your Book of Business
    2026/03/03
    Most advisors spend their time chasing new business, while overlooking the opportunity already sitting inside their existing book. In this episode, we're joined by Niko Kantouros of Proformex to discuss how advisors can uncover coverage gaps, identify cross-sell opportunities, and strengthen retention through centralized visibility into their clients' life insurance and annuities. We break down:
    • Where advisors most often leave revenue on the table
    • How to prioritize outreach instead of guessing who to call
    • Why proactive policy reviews protect against client churn
    • What separates advisors who grow consistently from those who stay reactive
    The fundamentals of this business haven't changed. Relationships and trust still win. But the advisors who thrive going forward will be the ones who combine those fundamentals with a single, reliable source of truth for their entire book and actionable insights to drive their business forward. If you want to grow without adding complexity, this conversation is worth your time.
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    19 分
  • The Evolving Role of Life Insurance in a Shifting Market

    The Evolving Role of Life Insurance in a Shifting Market
    2026/01/27

    Zach Gosselin joins Life Linked to break down how life insurance conversations are changing as clients become more skeptical and distracted. He explains why advisors must lead with risk and outcomes, not product, and highlights the biggest gaps he sees: weak positioning, stalled underwriting momentum, and outdated coverage. Zach shares when permanent vs. term makes sense, why conversion options matter, and a simple question to open better conversations. Action step: build a "top 10" client list and run quick coverage gap check-ins to uncover needs before they become disasters.
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    11 分
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