TBA's Life Linked

By TBA

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Category: Marketing

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Subscribers: 2
Reviews: 0
Episodes: 100

Description

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/

Episode Date
Succession Planning: The Most Overlooked Conversation
Jul 08, 2026
Turning "No" Into Opportunity: A Better Way to Handle Rejection
Jun 03, 2026
The Advisor Experience: Turning Life Insurance into a Responsibility
Apr 14, 2026
Estate Equalization: A Smarter Way to Guide Business Owner Clients
Mar 24, 2026
Finding Hidden Growth in Your Book of Business
Mar 03, 2026
The Evolving Role of Life Insurance in a Shifting Market
Jan 27, 2026
Looking Ahead: Opportunities for Advisors in 2026
Dec 22, 2025
TBA Awareness Month
Dec 01, 2025
How Advisors Can Win with Annuities in Today's Market
Nov 25, 2025
Business Owner Insights: Turning 2025's Key Findings into Advisor Strategies
Nov 18, 2025
Permanent Life Insurance: Beyond the Death Benefit
Nov 04, 2025
Modern Long-Term Care: Protecting Families, Not Just Finances
Oct 21, 2025
Speed, Simplicity & Trust: How Symetra's Swift Platform is Changing Life Insurance
Sep 11, 2025
Succession Planning Made Simple: Protecting Business Value
Aug 27, 2025
Back to Business: Mid-Year Planning Moves that Drive Revenue
Aug 07, 2025
An Advisor's Journey with Vive
Jun 24, 2025
Why DI & How to Offer it
May 22, 2025
Better Offers, More Approvals: Insider Tips from our new Underwriting Consultant
Apr 24, 2025
Help Clients Plan for Retirement with IUL
Mar 14, 2025
How RGA Benefits Advisors
Feb 04, 2025
The Sales & Marketing Missteps Advisors Make
Jan 07, 2025
TBA Awareness Month
Dec 02, 2024
Estate Planning: Plan Now, Gift Now, Insure Now
Nov 14, 2024
Business Solutions: Buy Sell Opportunities
Oct 16, 2024
LIAM 2024: New Trends in Life Insurance
Sep 10, 2024
The True Cost of Long-Term Care
Jul 18, 2024
LTC Access & Control
Jun 06, 2024
Business Solutions: Guaranteed Issue Life Insurance
May 31, 2024
Business Solutions: Key Person Coverage
May 28, 2024
Having an Effective Conversation about LTC
Apr 17, 2024
DI Solutions: Medical Professionals
Mar 28, 2024
Business Solutions: Guaranteed Issue Term for Groups
Mar 20, 2024
Underwriting Dilemma: Heart Issues
Feb 20, 2024
3 New Trends in Life Insurance
Jan 30, 2024
Charitable Giving with Life Insurance
Dec 28, 2023
What is TBA Awareness Month?
Dec 01, 2023
Underwriting Dilemma: Diabetes
Nov 14, 2023
Long-Term Care 101
Nov 01, 2023
Estate Planning: Who It's For & How to Offer It
Oct 31, 2023
Funding Retirement with Life Insurance
Oct 26, 2023
The Current State of Life Insurance
Sep 28, 2023
Term Conversions 101
Sep 14, 2023
Policy Review Refresher
Aug 29, 2023
3 Ways to Serve the Emotional Needs of Clients
Aug 15, 2023
Business Owner Solutions: 5 Questions You Should Be Asking
Jul 31, 2023
How to Get Better Impaired Risk Offers
Jul 14, 2023
The Basics of Life Settlements
Jun 22, 2023
Business Owner Solutions: Buy-Sell vs Key Person
Jun 13, 2023
Life Insurance Solutions in a Bear Market
May 18, 2023
3 Unexpected Life Insurance Target Markets
May 03, 2023
Top 4 Market Trends in Life Insurance
Apr 14, 2023
The Living Benefit Buy-Sell
Mar 30, 2023
Opportunities with Mirrored Loans
Mar 24, 2023
Help Clients Avoid the Top 5 Financial Regrets
Feb 28, 2023
Underwriting Dilemma: Cancer
Feb 02, 2023
3 Risks of Self-Funding Long-Term Care
Jan 17, 2023
Don't Make the #1 Marketing Mistake
Jan 05, 2023
Why Hybrid LTC & When to Talk About It
Nov 09, 2022
Tricks of the [Life Insurance] Trade
Oct 27, 2022
Playbook Preview: Empty Nesters
Oct 07, 2022
Easy Ways to Market Life Insurance Year Round
Sep 28, 2022
Case Studies: Recent Solution Success Stories
Sep 06, 2022
3 Fastest Ways to Write Term Business
Aug 12, 2022
Policy Review: Missed Opportunities
Jul 29, 2022
New Opportunities with Mirrored Loans
Jul 19, 2022
Impaired Risk: How to get the best offer for your clients
Jun 28, 2022
5 Tips to Grow Your Insurance Business
May 17, 2022
DI 101: The Basics of Disability Insurance
May 05, 2022
SalesLink: The Advisor Experience
Apr 26, 2022
Playbook Preview: Doctors & Medical Professionals
Apr 19, 2022
New Opportunities with your Inforce Life Insurance Business
Mar 22, 2022
Underwriting Dilemma: Marijuana Users & Life Insurance
Mar 15, 2022
What they don't tell you about Accelerated Underwriting
Feb 24, 2022
Life Insurance Solutions for Business Owners
Feb 10, 2022
LIVE on VIVE: The Cincinnati Life Insurance Company
Jan 28, 2022
3 Resolutions Advisors Should Have in 2022
Jan 21, 2022
Bloopers: Season 3
Dec 28, 2021
What is TBA Awareness Month?
Dec 17, 2021
5 Minute Fix: How do I know which Hybrid LTC Product is best?
Nov 19, 2021
Life Insurance Client Solutions: Business Owners
Nov 02, 2021
How to Get Term Coverage in Minutes
Oct 26, 2021
Term: The Lost Sale
Sep 16, 2021
Life Insurance Awareness Month 101
Sep 01, 2021
Intro to MassMutual
Aug 25, 2021
Growing your Insurance Business: Existing Client Opportunities
Jul 28, 2021
What is SalesLink?
Jul 09, 2021
Client can't qualify for LTC?
Jun 08, 2021
Life Insurance & RIAs
May 20, 2021
5 Minute Fix: Diabetes
Apr 29, 2021
5 Minute Fix: 1 Page Application
Apr 21, 2021
March Marketing Madness: Final Four
Mar 17, 2021
Life Insurance & P&C Agencies
Mar 04, 2021
Why Vive? 3 Reasons
Feb 09, 2021
5 Minute Fix: Policy Review
Jan 25, 2021
3 Resolutions for 2021
Jan 05, 2021
Five Minute Fix: Tobacco Users
Nov 23, 2020
LTC Awareness: Hybrid vs Traditional
Nov 09, 2020
5 Minute Fix: Term Insurance Isn't Profitable
Nov 02, 2020
Business & Life Insurance
Oct 15, 2020
3 Marketing Focuses for Q4
Sep 28, 2020