TBA

06/01/2026

Today we’re celebrating an incredible milestone — Wendy's 25th anniversary with TBA!

For the past 25 years, Wendy has been a steady presence behind the scenes, helping keep everything running smoothly while supporting advisors, carriers, and our entire team with dedication and care. As our Case & Office Manager, her hard work, knowledge, and commitment have made a lasting impact on both our company and the people we serve every day.

Thank you, Wendy, for 25 amazing years of loyalty, leadership, and heart. We are so grateful for everything you do and proud to celebrate this milestone with you!

05/29/2026

Old policies aren’t outdated—they’re often overlooked opportunities.

Universal life, term, and underfunded policies can create gaps in performance, protection, or long-term intent. But with the right review, they can also open the door to better outcomes.

From improving efficiency to uncovering new planning strategies, a simple policy review can help:
✔️ Identify underperformance or risk
✔️ Align coverage with current goals
✔️ Explore options like restructuring or term conversion

TBA’s Policy Review Kit gives advisors the tools to turn existing coverage into meaningful conversations and stronger client strategies.

05/28/2026

We're proud to announce that Kathryn Kinnane, CAS® has earned the Certified Annuity Specialist® designation from the Institute of Business & Finance.

The CAS® is the only nationally recognized annuity designation, requiring 135+ hours of graduate-level education, two comprehensive exams, and a written case study. It covers contract structure, tax strategy, income structuring, equity-indexed products, and asset allocation.

Kathryn's commitment to this level of expertise is a direct reflection of the standard we hold at TBA. When our team knows annuities at this depth, our advisors get better support on the cases that matter most to their clients.

Congratulations, Kathryn. Well earned!

05/26/2026

As more clients live, work, and travel across borders, life insurance planning can become more complex. From residency status to medical records and foreign travel considerations, underwriting for clients living abroad requires a more strategic approach.

This article highlights five key underwriting concerns advisors should keep in mind when working with internationally mobile clients.

Read more here: https://insurancenewsnet.com/innarticle/life-insurance-tips-5-underwriting-concerns-for-clients-living-abroad

Advisors are increasingly asked how to structure life insurance for those whose careers, families, and finances span multiple countries.

05/22/2026

TBA will be closed Monday for Memorial Day!

05/19/2026

Long term care planning is about more than protecting finances. It’s about protecting families, independence, and quality of life.

In TBA’s latest podcast, Kevin Riley of OneAmerica discusses the caregiver crisis, modern LTC planning, and how advisors can lead stronger client conversations with confidence.

Listen here:

In this powerful episode, Kevin Riley of One America joins Tennessee Brokerage Agency to tackle one of today’s most urgent financial and emotional challenges: the caregiver crisis. Riley reframes the long-term care (LTC) conversation — shifting the focus from paying for care to managing resource...

05/18/2026

Curious how to identify the right clients, when to have the conversations, and how to navigate challenging dynamics when it comes to the long-term care discussions with your clients? Join us TOMORROW for a webinar on just that with John Hancock Southeast LifeCare Specialist Conan McPherron.

Space is limited, so even if you can’t attend but want the info, register so you can get the recording later!

Register here: https://events.teams.microsoft.com/event/fe6364ea-497c-4918-ad8e-
1fd65018c476@00128cc8-6ea0-4e0a-9cdf-27f8d6cc15fa

05/16/2026

Congratulations to our marketing intern, Sadie Felton, who graduates today from University of Tennessee, Knoxville with a marketing degree!

Thank you for all your hard work this year, you truly made a difference,and you’ve certainly earned this achievement.

We’re so excited for you and your professional chapter in Charleston!

05/14/2026

Today’s clients are looking for more than just protection. They want clarity, trust, and strategies that support long term financial confidence.

This article explores how life insurance is evolving to meet a new generation of client expectations and why meaningful conversations matter more than ever.

Read more:

Life insurance has existed in the U.S. for generations, but the dynamics around purchasing it are changing.

05/12/2026

Annuities are getting a fresh look in today’s market and advisors who understand the opportunity are better positioned to guide retirement conversations with confidence.

Listen to TBA’s latest podcast with Kathryn Kinnanne as we break down today’s annuity landscape and what advisors should be paying attention to right now:

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 f...