TBA

10/16/2026

Some offices celebrate Boss's Day with a card. We chose John's face. Everywhere.

Happy Boss's Day, John! 😂

10/16/2026

A client can be happy with their current policy and still have an opportunity for improvement. A policy review helped this client get more than double the death benefit while paying the same premium.

10/14/2026

Planning for long-term care shouldn't wait until care is needed!

Starting the conversation early gives clients more time to explore their options, understand the benefits of Hybrid LTC, and build a strategy that supports their financial goals.

Our Hybrid LTC guide breaks down the basics and why planning ahead matters.

📄 Take a look and start the conversation today!

10/14/2026

Spoiler alert: They’d return us all by Monday morning.

10/13/2026

Estate planning conversations aren't going away, they're evolving!

Morgan sits down with Tracy Ullom from John Hancock to discuss what's driving estate planning today, the Great Wealth Transfer, and how life insurance can help protect family wealth and business legacies.

🎧 Tune in to “Estate Planning Isn't Over: What's Driving the Conversation” to hear more!
Link: https://tbapodcast.libsyn.com/estate-planning-isnt-over-whats-driving-the-conversation-in-2027

The clock on the estate tax exemption has stopped ticking for the first time in over a decade, but that doesn't mean estate planning conversations are slowing down. Morgan talks with Tracy Ullom from John Hancock's Advanced Markets team about what's driving these conversations now: less about net wo...

10/13/2026

Congratulations to Wendy, who got married this weekend, and several people on our team were able to attend her wedding to Jeremy! Wishing you both a lifetime of joy 💖

10/12/2026

When was the last time your clients reviewed their coverage?

Life changes, and insurance needs can change with it! Whether it's a growing family, a new business, or shifting financial goals, a simple conversation can help ensure their coverage still fits their needs.

Start with one question: “What has changed since you purchased your policy?”

10/09/2026

Don’t let your clients get caught in the term trap. A simple policy review can make all the difference.

10/08/2026

Ready to put policy reviews into action?

The TBA Policy Review Kit was created to make the process easier from start to finish. Inside, you’ll find guidance on which clients may be due for a review, a simple breakdown of the process, ready-to-use client outreach templates, a real case study, and an overview of what you can expect from the TBA team.

You bring the client relationship. We’ll help with the analysis, options, and support you need to have a confident conversation.

Same clients. New opportunities. See how a policy review can make a meaningful difference.

10/07/2026

When was the last time you reviewed your client’s life insurance policy?

Life doesn’t stand still, and neither do your clients’ needs. Changes in family, finances, retirement plans, or long-term goals can all impact whether their current coverage still makes sense.

A policy review is an opportunity to reconnect, understand what’s changed, and make sure their coverage continues to align with where they are today.

Have a client who may be due for a review? TBA can help you take a closer look and talk through the next steps.