TBA

09/02/2026

Life changes, and your clients’ coverage needs can change right along with them.

A new home, growing family, career change, or new financial responsibility can all be a reason to revisit an existing life insurance policy. Regular policy reviews give you the opportunity to make sure your clients’ coverage still aligns with where they are today and where they’re headed.

Start the conversation. TBA is here to help you find the right solutions for your clients.

09/01/2026

September is Life Insurance Awareness Month—a great opportunity to reconnect with clients and start conversations about whether their coverage still fits their lives today.

Marriage, a growing family, a new home, career changes, or evolving financial goals can all impact a client’s life insurance needs. Encourage your clients to consider what has changed since their policy was put in place and whether it may be time for a review.

Throughout Life Insurance Awareness Month, we’ll be sharing resources to help you start meaningful conversations and identify opportunities to better serve your clients.

08/31/2026

Long-term care planning is about more than preparing for the future—it's about avoiding common mistakes that can have lasting financial and emotional consequences.

From waiting too long to start planning to misunderstanding what care options and coverage are available, proactive conversations can help clients make more informed decisions and protect the people they care about most. As awareness of long-term care needs continues to grow, advisors have an opportunity to provide valuable guidance before a crisis occurs.

At Tennessee Brokerage Agency, we're here to help advisors navigate long-term care planning with access to product expertise, case design support, and solutions tailored to each client's goals.

Read the full article here: https://insurancenewsnet.com/innarticle/4-common-ltc-missteps-older-americans-must-avoid

Why it's crucial for advisors to address the realities of planning for and paying for care.

08/27/2026

The insurance landscape is evolving alongside a changing population.

As people live longer and retirement planning becomes more complex, clients are looking for solutions that go beyond traditional protection. Today's conversations are increasingly focused on guaranteed income, long-term care, wealth preservation, and legacy planning—creating new opportunities for advisors to deliver long-term value. These demographic shifts are expected to reshape the future of life insurance and retirement planning.

At Tennessee Brokerage Agency, we help advisors navigate these changing client needs with product expertise, case design support, and access to solutions that help build stronger financial strategies.

https://insurancenewsnet.com/innarticle/the-silver-economy-ushers-in-a-new-era-of-life-insurance-growth

Longer lives, fewer births and an unprecedented concentration of wealth among older Americans are reshaping the demand for financial protection products.

08/26/2026

As the year progresses, now is the perfect time to reconnect with clients, uncover new planning opportunities, and strengthen long-term relationships.

In this episode of TBA's Life Linked podcast, John Felton and Zach Gosselin discuss practical strategies to help advisors identify life changes, spark meaningful conversations, and uncover cross-selling opportunities without overwhelming clients.

Tune in to learn:
• How to recognize planning opportunities during mid-year reviews
• Ways to identify cross-sell opportunities naturally
• Simple, actionable steps to help finish the year strong

Don't wait until year-end to start meaningful planning conversations. Listen to the latest episode and discover practical ideas you can put into action today.

Listen now: https://tbapodcast.libsyn.com/back-to-business-mid-year-planning-moves-that-drive-revenue

August isn't downtime - it's go time. In this episode, John Felton & Zach Gosselin break down why now is the perfect moment for advisors to reconnect with clients, spot life changes, and spark meaningful conversations that lead to real planning opportunities.  From mid-year check-ins that t...

08/25/2026

Missed our live session with Matt Wunderlich from Lincoln Financial? The replay is now available.

As clients approach retirement, conversations around market volatility and long-term income security are becoming more important than ever. Advisors need practical strategies and clear messaging to confidently discuss protected income solutions.

In this session, you'll learn:
• How to address retirement income concerns in today's market
• Where Lincoln OptiBlend® with the Protected Pay Income Rider fits into an income planning strategy
• Client-friendly ways to introduce protected income concepts
• How Tennessee Brokerage Agency supports advisors through custom case design and implementation

After watching the replay, log into the LUMA Annuity Platform through tba.com to run quotes, complete carrier product training, and submit digital applications—all in one place.

At TBA, we handle the back-office support so you can stay focused on serving your clients and growing your business.

Watch the replay here: Recap: Annuity Webinar: Help Clients Turn Retirement Assets into More Predictable Income Conversations April 21 | Meeting | Microsoft Teams

08/24/2026

Last chance to register!

Tomorrow's webinar will show you how a simple policy review can lead to stronger client relationships and meaningful planning opportunities.

Join us as we discuss how to:
• Identify policy review opportunities
• Start impactful client conversations
• Leverage TBA's support to help grow your business

Tuesday, August 25, 2026
2:30 PM EST

Don't miss this opportunity to learn where TBA's biggest cases begin.

Register today: https://lnkd.in/eEMggk8u

08/21/2026

It’s almost here! Our Policy Review webinar is just around the corner.

Join TBA on August 25 at 2:30 PM EST to discover how routine policy reviews can create meaningful opportunities for your clients and your business. We’ll cover where to find policy review opportunities, how to start the conversation, and how TBA can support you behind the scenes.

There’s still time to register—save your spot today!
Registration link: https://lnkd.in/eEMggk8u

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08/21/2026

A little preparation upfront can make a big difference in the underwriting process.

When submitting a case, having key details like medical history, current medications, to***co use, height and weight, and recent lab results (when available) can help reduce delays and lead to more accurate underwriting expectations.

At Tennessee Brokerage Agency, we work with advisors every step of the way to help make the underwriting process as smooth and efficient as possible.

08/20/2026

Many property & casualty, employee benefits, and financial advisors overlook annuities because of outdated misconceptions. In today's strong rate environment, however, annuities can provide valuable opportunities to help protect client assets while expanding your business.

Here are three common myths—and the reality behind them:

Myth: Annuities are too complex and require too much paperwork.
Reality: With the LUMA Annuity Platform, advisors can access real-time quotes, submit applications electronically, and complete required product training in one streamlined platform.

Myth: Clients lose control of their money.
Reality: Today's Fixed Indexed Annuities (FIAs) and MYGAs offer features such as flexible liquidity options, penalty-free withdrawals, and guaranteed income riders while helping protect principal.

Myth: Annuities take too much time to manage.
Reality: Tennessee Brokerage Agency serves as an extension of your team, handling case management, carrier follow-up, and paperwork so you can stay focused on serving your clients.

How TBA + LUMA support your business:
• Custom case design tailored to your clients' goals
• An all-in-one platform for quoting, applications, and product training
• Dedicated case management from submission through policy placement

Don't let outdated misconceptions prevent you from taking advantage of today's annuity opportunities. TBA and LUMA provide the technology and support to help you grow your annuity business with confidence.

Learn more at tba.com or contact our Sales Desk at 865-588-9555.