FAQ

Getting Started

1. How do I sign up with TBA?

Simply fill out our TBA Producer Setup Packet under the Tools & Resources tab on the Licensing page, and we will handle everything from there.

2. When can I start working with TBA?

Immediately. Once you have a case you would like to submit, we will email you the required paperwork and our licensing kit.

*Pre-Appointment (i.e. states, products, etc.) can effect this. A TBA staff member will contact you if this is the case.

3. How do I get paid?

Commissions are paid directly to you from the life insurance company. We recommend that you set up an EFT for commissions, as it is the fastest way for you to get paid. This form can be found in your licensing packet, or you can call our licensing specialist if you are already licensed through TBA.

4. What is AML?

AML is Anti-Money Laundering training. All the carriers require advisors to take part in an online training course, as well as periodic updated training. This is also available through LIMRA, which can be found on our website on the Licensing page under the Tools & Resources tab.

Case Management

1. How do I see my case status?

Real-time case status is available on our website under the Underwriting tab.

2. Am I able to run my own quotes?

Absolutely! You can run term and permanent quotes from TBA.com by selecting quotes from our home page.

3. How long will this take?

Underwriting times vary by carrier. Simplified issue programs can take a couple of days. The average for normal underwriting is 30 days.

*Times are dependent upon APS retrieval and processing times.

 

Applications & Policies

1. Do I need to fill out this entire application and/or form?

Yes. The more information we have, the quicker the underwriting process.

2. Will you mail me my policy?

Yes, we will be mailing the policy to your selected mailing address.

3. What is an APS?

It is an Attending Physician Statement. This can be the one item that can delay the issue of a policy, as the carrier and TBA have to wait on the doctor’s office to issue the requested records.