TBA

06/23/2026

“Better late than never” still means protecting what matters most. Life insurance conversations don’t have to start early to make a meaningful impact. For clients who may have waited, there are still strategies that can help support legacy goals, family protection, and long-term planning. Read more here:

Life insurance, both for protection and as a financial planning tool, remains a crucial part of any portfolio for clients nearing retirement.

06/22/2026

For high-income clients already maxing out qualified plans, the conversation doesn’t have to stop there.

VUL and IUL strategies can create additional opportunities for tax-advantaged accumulation, supplemental retirement income, and long-term legacy planning while still maintaining life insurance protection.

For advisors, these cases can open the door to deeper planning conversations around income distribution, market participation, and future flexibility. The key is building a strategy that fits the client’s broader financial picture, not just their current contribution limits.

06/21/2026

From our TBA family to yours, Happy Father’s Day! Thank you to all the fathers who make a difference every day. 💙❤️

06/19/2026

Your book of business may hold more opportunity than you think.

In this episode of the TBA Podcast, we explore how advisors can uncover hidden growth opportunities through policy reviews, client conversations, and strategic planning opportunities that may already exist within their current client base.

From overlooked coverage gaps to conversion opportunities and underutilized benefits, small conversations can lead to meaningful long-term value for both advisors and clients.

Listen now:

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....

06/17/2026

For high-income clients already maximizing qualified retirement plans, the next planning conversation often centers around flexibility and long-term tax strategy.

VUL and IUL solutions can provide opportunities for tax-advantaged accumulation, supplemental retirement income, and legacy planning while maintaining life insurance protection.

These strategies are not one-size-fits-all, but for the right client, they can become an important part of a broader wealth accumulation and retirement income plan.

06/16/2026

Annuities can support far more than just retirement income.

From tax-deferred accumulation and principal protection to long-term care strategies and generational income planning, today’s annuity solutions can help clients address a wide range of financial goals.

For advisors, these conversations create opportunities to build strategies around stability, flexibility, and long-term confidence while helping clients better understand the role annuities can play within a broader financial plan.

06/15/2026

For high-income clients, retirement planning often goes beyond traditional qualified plans.

VUL and IUL strategies can create additional opportunities for tax-advantaged accumulation, supplemental retirement income, and long-term legacy planning while still maintaining life insurance protection.

The right strategy is about more than maximizing contributions. It’s about building flexibility and aligning solutions with a client’s bigger financial picture.

06/11/2026

In today’s environment, clients aren’t looking for more complexity. They’re looking for clarity, confidence, and strategies that make sense for their future.

This article highlights an important shift in financial protection conversations and the growing role life insurance can play in long-term planning, retirement, and legacy goals.

At TBA, we believe the best strategies start with clear conversations and thoughtful planning.

Read more:

Matt Berman tells InvestmentNews that long-term financial planning is evolving due to client demand.

06/10/2026

Annuities can play an important role in helping clients create stability within a long-term financial strategy.

Whether the goal is protected income, accumulation, principal protection, or managing market uncertainty, today’s annuity solutions offer more flexibility and planning opportunities than many clients realize.

For advisors, annuity conversations can help address retirement income concerns while creating strategies built around confidence, consistency, and long-term needs. The key is finding the right solution for the right client at the right time.

06/08/2026

Every advisor hears "no." The ones who grow from it know what to do next.

In the latest episode of Life Linked, our host, Morgan, sits down with marketing strategist and advisor coach Tiffany Markarian to talk about what client hesitation actually means and how to respond in a way that builds trust instead of burning the bridge.

They dig into the shift from a sales mindset to a consultative approach, and Tiffany shares discovery questions and follow-up techniques you can put to work right away.

Whether you're early in your career or a seasoned producer, this one's worth a listen.

Turning "No" Into Opportunity: A Better Way to Handle Rejection Now streaming on Apple Podcasts, Spotify, and at the link here: https://tbapodcast.libsyn.com/turning-no-into-opportunity-a-better-way-to-handle-rejection