Couverture de TBA's Life Linked

TBA's Life Linked

TBA's Life Linked

De : TBA
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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/ Economie Marketing et ventes
Épisodes
  • Turning "No" Into Opportunity: A Better Way to Handle Rejection

    Turning "No" Into Opportunity: A Better Way to Handle Rejection
    Jun 3 2026

    Every insurance advisor hears "no," but the best advisors know how to turn those moments into stronger relationships, better positioning, and future opportunities.

    In this episode of Life Linked, Morgan sits down with marketing strategist, keynote speaker, and advisor coach Tiffany Markarian to unpack the real meaning behind client hesitation and rejection. Together, they explore how advisors can shift from a sales mindset to a consultative approach that builds trust, uncovers client priorities, and keeps conversations moving forward.

    Tiffany shares practical discovery questions, follow-up strategies, and communication techniques advisors can use immediately to improve engagement, reduce resistance, and create more meaningful client relationships. Whether you're a newer advisor learning how to navigate objections or an experienced producer looking to sharpen your process, this episode is packed with actionable insight.
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    29 min
  • The Advisor Experience: Turning Life Insurance into a Responsibility

    The Advisor Experience: Turning Life Insurance into a Responsibility
    Apr 14 2026

    In this episode, Chad Preston sits down with veteran advisor Ed Steffens to unpack how life insurance evolved from an uncomfortable topic into a core responsibility within his practice. Ed shares how a real-life client tragedy reshaped his perspective, turning life insurance from a "nice-to-have" into a moral and professional obligation.

    They dive into practical ways to introduce life insurance without pressure, why a direct approach works better than overthinking it, and how advisors can build confidence through repetition and real conversations. You'll also hear actionable strategies for the next 60–90 days to help you naturally integrate life insurance into your process, and why doing so ultimately comes down to care, not sales.

    If you've ever hesitated to bring it up, this episode will challenge that and give you a straightforward path forward.

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    15 min
  • Finding Hidden Growth in Your Book of Business

    Finding Hidden Growth in Your Book of Business
    Mar 3 2026
    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 min
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