TBA |

an insurance support team that feels like your own

TBA is the life insurance back office for insurance and financial advisors nationwide

Tennessee Brokerage Agency is a full-service life insurance brokerage built for advisors who don’t want insurance to be their whole job. We handle the quoting, the paperwork, and the back-and-forth with carriers, so you can stay focused on your clients. From the first quote to the final placement, our team works as an extension of yours.

Who We Support

We work with advisors in all financial services industry sectors: property and casualty firms, employee benefits firms, financial advisors, and beyond. We know that life insurance is not the main focus for many of the advisors we support, so we provide the tools and resources to make life, disability, and long-term care insurance planning easier for our advisors.

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How We Help

We work as an extension of your team and are your resource for all things insurance planning. Your support team is composed of a group with decades of experience in all facets of the insurance industry. From initial quotes and case design to the final placement of the policy, we work on behalf of our advisors and their clients to ensure the process is as efficient and seamless as possible on every case.

RESOURCES

Why TBA?

What advisors say we do is enhance their client experience. TBA has discovered a way to make life easier and more efficient using technological advances, personalized support & focused expertise. We simplify the insurance process so you can focus more on client interaction.

MEET THE TEAM

Here's what advisors like you are saying about working with TBA

I don't believe I could have navigated a 1035 exchange case from start to finish without the help of TBA. Both Zach and Jessica went above and beyond to help with the case, and the MANY options the client wanted to explore.
Mark Samaha
Augusta, GA

Tennessee Brokerage Agency truly operates as a full-service partner for all things life insurance.
Because of their expertise and hands-on support, we’re able to write more business and offer a wider range of solutions to our clients than we ever could on our own. Their One-Page App makes starting a case incredibly simple, and from there, their team handles the heavy lifting so we can stay focused on what we do best: building relationships and finding new prospects. Working with TBA has elevated the way we serve our clients and has become an invaluable part of our life insurance strategy.

Ben Kelly
Knoxville, TN

As a founding partner of Axiom Wealth Management, we write well over $1 million in annual life insurance premiums by seven partners and multiple advisors. We rely on and trust Tennessee Brokerage as our sole source for business we place outside of Northwestern Mutual. We have a 35+ year relationship with TBA and John Felton. We appreciate the TBA team and the commitment to helping Axiom Wealth Management move cases along.

Kevin Proffitt
Knoxville, TN

My experience with TBA began with Bill Felton, long before John and other family members entered the business with TBA. I have enjoyed over 30 years of working with Bill, John, and others. I have always received professional and useful advice from the advisors. I am proud to be completing my 52nd year in the insurance business and believe that TBA has contributed to my long-term success.

Bud Sherrod
Knoxville, TN

TBA's ease of doing business with the quoting system and one-page application is one reason I have enjoyed doing business with you. It makes the process quick and painless and allows me to keep working on other things while the carrier does the rest of the application process. Support from the TBA staff is another reason I chose to do business there. Everyone I have worked with is knowledgeable and answers questions promptly.

Justin Hecht
East Grand Forks, MN

TBA has been a huge asset to our business. We were low-volume term life producers, and we didn’t have the products to compete in the life insurance space consistently. TBA has completely changed that for us. Having Mr. Gosselin as a dear friend and a resource has been a game-changer for us and our life production. The ease of the Symetra product, SwiftTerm, also makes things so easy. We value TBA and so appreciate what TBA does for us. I would assume we have consistently produced 4-5x the volume of what we used to do per year with TBA. I can't say enough good things about TBA and what they have done for our agency.

Lee Maxwell
Cookeville, TN

PREFERRED RESOURCES

1 PAGE APPLICATION

1-PAGE-APPLICATION
The average life insurance application is 17 pages – we created a simple one page of information that you fill out and we handle the rest of the application completion process – including getting electronic signatures, saving you and your client valuable time.

HOW IT WORKS

THE ADVISOR’S
LIFE INSURANCE PLAYBOOK

LIFE-INSURANCE PLAYBOOK
Broken down by target market, this essential eBook for advisors helps you determine the best path for your clients both in risk management and wealth transfer planning.

DOWNLOAD

LIFE INSURANCE LINK-UP
PODCAST

LINK-UP PODCAST
Named one of the “20 Best Podcasts on Life Insurance,” the bi-weekly podcast focuses on advanced resources, real experiences from advisors just like you, and tips and tricks to grow your business.

LISTEN NOW

LIFE INSURANCE QUOTES

LIFE INSURANCE Quotes
From term insurance to disability insurance coverage, we have forms that make it easy to request quotes for us to run them for you or proprietary software where you can run them yourself.

RUN QUOTES