PLANNING SERVICES
Are you looking to review a client’s existing coverage or do you
need a quote? Our team of experts specializes in advanced estate planning, business valuation, and planning solutions, long-term care opportunities, as well as basic life insurance solutions from term to permanent coverage.
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.
POLICY REVIEW
Did you know that more than 60% of people that own life insurance have no idea what they own and how it works? By offering life insurance reviews to your clients you can provide a value-add service to them that will help them understand what they have and potentially uncover new opportunities.
BUY-SELL INFORMAL
BUSINESS VALUATION
This simple two-page document helps to guide the planning process with your business owner clients. Once it’s submitted, we’ll receive the formal valuation and support you through the next steps with the client.
THE ADVISOR’S
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.
IT’S YOUR BUSINESS. WE’RE AN EXTENSION OF YOUR TEAM.
Contact TBA to get direct support and assistance in growing your life insurance knowledge,
as well as providing the best possible solutions for your clients.
