The advisor’s insurance support team
TENNESSEE BROKERAGE AGENCY is your full-service life insurance brokerage firm with an ACCESSIBLE and efficient support team that helps you provide THE BEST solutions for your clients.
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.
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.
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.
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.
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.
LIFE INSURANCE LINK-UP
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.
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.