In this episode, we sit down with John Felton, President of Tennessee Brokerage Agency, to break down what TBA Awareness Month is all about and why it matters for advisors. John walks through how TBA stands out as a true partner: offering hands-on case support, product expertise, and business-growth strategies that many advisors don't realize they have at their fingertips.

We cover the key tools and resources available throughout the year, including help with permanent life and annuity opportunities, and the technology and back-office solutions that make an advisor's practice run more efficiently. John also shares real examples of how TBA has supported advisors in meaningful, practical ways.

Whether you're already working with TBA or just getting to know us, this episode gives you a clear picture of how to take advantage of TBA Awareness Month and how to position your practice for year-end planning and a strong start to 2026. Advisors looking for guidance, clarity, or a trusted partner will find plenty to take away from this conversation.

In this episode, we sit down with Kathryn Kinnanne, TBA's in-house annuity specialist, for a practical, straight-forward look at what's happening in the annuity world right now. Kathryn breaks down why fixed annuities are seeing some of the strongest rates in more than a decade, how rising and falling treasury rates shape the market, and why advisors are giving annuities a fresh look as part of their income planning strategies.

She also tackles common misconceptions, explains how carriers are adjusting their products for today's environment, and shares how longer life expectancies are changing the way clients think about guaranteed income. Kathryn takes us through the growing role of indexed annuities, the impact of new technology on the application process, and what she believes will separate successful advisors from those who get left behind.

Whether you're already working with annuities or you're looking for ways to better support clients preparing for retirement, Kathryn brings clear, actionable insights you can use right away.

Her biggest reminder? Stay tuned in to your clients' lives, pay attention to the cues they're giving you, and remember — you don't have to know everything, just know who to call. TBA is here to help.

In this episode, Morgan sits down with Mark Householder - SVP of Business Solutions at Principal Financial Group - to unpack the biggest takeaways from the 2025 Principal Business Owner Insights Study.

From business protection and succession planning to key employee benefits and retirement solutions, we break down what's driving decisions in 2025 and how advisors can turn data into opportunity. Mark shares practical strategies, overlooked blind spots (like outdated buy-sell agreements), and how top advisors are positioning themselves as trusted partners – not just product providers.

Whether you're supporting multi-generational family businesses or next-gen entrepreneurs, this episode offers real-world insight you can use today to deepen relationships and expand your business.