Named one of the 20 Best Podcasts on Life Insurance


TBA's Life Insurance Link Up

Life Insurance Link Up is a bi-monthly podcast focused on helping grow advisor's insurance business by providing insight and advice on marketing and selling life insurance. The Life Insurance Link Up podcast is brought to you by TBA (Tennessee Brokerage Agency), who has been in the life insurance business since 1959. This is a podcast for advisors by advisors. For more information on TBA: For quick and easy access to sales tools:

John Felton, president of TBA, sits down with Morgan Mynatt to discuss term insurance and why John has considered it "the lost sale." John talks about the opportunities that exist in term coverage that you have written on your clients, as well as ways to position yourself as an expert with your client's existing coverage that you did not write. 

Author: TBA
Posted: September 16, 2021, 1:25 pm

The past year has certainly increased awareness of the necessity of life insurance. September is Life Insurance Awareness Month, and TBA's Morgan Mynatt took some time to sit down with LIBRA's Erin Finnegan to discuss ways in which advisors can capitalize on the heightened awareness and market resources that are available to them. 

Author: TBA
Posted: September 1, 2021, 1:56 pm

In this episode, Zach Gosselin, Vice President of Sales for TBA, is joined by Brad Newcomb, Managing Director of TBA’s newest carrier available to advisors: MassMutual. In this episode, not only do Zach and Brad discuss MassMutual’s distribution into the independent brokerage space, but they also cover important products in MassMutual’s broad portfolio that fit specific scenarios that are common for TBA Advisors. From individuals to business owners, MassMutual’s products provide creative solutions to common problems faced by your clients. Listen in to find out which ones will work best for your book of business!

Author: TBA
Posted: August 25, 2021, 8:01 pm

John Felton and Zach Gosselin, of TBA, sat down to discuss the variety of ways that advisors can grow their life insurance business with their existing book of business. You'll have to listen to find out the three simple ways that they can do this. 

John mentioned the Advisor Playbook, a new resource exclusive to TBA advisors, which provides not only a solution map but a needs analysis for the core target markets that TBA has seen the most in its decades in business. To request your own copy of the e-book, email Morgan at

Author: TBA
Posted: July 28, 2021, 2:43 pm

Morgan Mynatt, Marketing Manager for TBA, took a few minutes to expound on a resource that TBA offers its advisors but that hasn't been mentioned much in the podcast thus far. SalesLink provides advisors with the opportunity to actively and consistently market the importance of life insurance without taking on any extra work. For more information on how SalesLink can help you, email

Author: TBA
Posted: July 9, 2021, 1:48 pm

What if your clients cannot medically qualify for LTC or an LTC rider? John Felton, President of TBA, sat down with Dave Weber, Life Sales Director at Mutual of Omaha, to discuss the Life Protection Advantage or Income Advantage IUL products.  With these policies, the Chronic Illness rider is ALWAYS included, regardless of age, face amount, or rate class.  If Mutual of Omaha issues the life insurance contract, the insured will ALWAYS, automatically get the Chronic Illness rider.  That’s $1,000,000, or 80% of the DB, whichever is less, of Chronic Illness protection.  

Author: TBA
Posted: June 8, 2021, 6:11 pm

Steven Sparks, Managing Partner of Capital Concepts Financial Group in Hickory, NC, joined our own Zach Gosselin on the Life Insurance Link Up podcast to discuss life insurance in the RIA space. You'll realize why we enjoy working with this group and how much they care about their clients' legacy. Even when life insurance isn't your primary business, but you care about your clients, then you know it absolutely has to be a part of their portfolio.

Author: TBA
Posted: May 20, 2021, 2:27 pm

Jennifer Stanifer, Impaired Risk & Illustration Specialist, highlights the opportunities for your clients with diabetes. Just because your client has an existing medical condition, doesn't mean that they are going to be a decline. 

Author: TBA
Posted: April 29, 2021, 1:29 pm

In this 5 Minute Fix episode, John Felton, talks about the benefits of the 1 Page App. Although, the obvious one is the time it saves advisors when it comes to submitting term and permanent life insurance, there are several others you may not have thought of yet. Listen in to find out what they are...

Author: TBA
Posted: April 21, 2021, 1:41 pm

While we resume a new form of normalcy in 2021, and with the March Madness Tournament officially back on, our marketing manager Morgan Mynatt hopped on a call with the Managing Director of Advantus Marketing, Tiffany Markarian. They discuss the final four marketing strategies for this year, and the easiest way for advisors to differentiate themselves and be successful in marketing life insurance.

Author: TBA
Posted: March 17, 2021, 2:20 pm

Ask and you shall receive! For all of those who provided feedback in our end-of-year survey, there was a resounding response that you wanted more advisor first-hand experience stories and we're excited to deliver more of that to you in 2021. Jon Hodges, part of the John Hackney Agency, sat down with our own John Felton, President of TBA, to discuss just how to make life insurance part of your planning cycle for your clients. This is worth the 15 minute listen!

Author: TBA
Posted: March 4, 2021, 12:38 pm

Vive is the "fastest way to write term insurance," but don't just take our word for it. One of our agency partners, Wyatt Insurance Services, Inc.'s Avery Wyatt goes into three reasons why the platform has been an asset to their agency when it comes to successfully and quickly getting inforce term coverage for their clients.

Author: TBA
Posted: February 9, 2021, 3:37 pm

Zach Gosselin, Vice President & Sales for TBA, talks you through how to capitalize on an opportunity when a client has a life insurance policy that you didn't write. Even if it doesn't put you in a position to write new coverage, it may build important trust with the client about your knowledge and expertise as their advisor. This is worth 5 minutes of your time!

Author: TBA
Posted: January 25, 2021, 3:25 pm

John Felton, President of TBA, reflects on 2020 and the changes that we hope to make for our advisors as we move forward in 2021. Listen in and get inspired to make your own resolutions in the new year!

Author: TBA
Posted: January 5, 2021, 6:36 pm

Do you have a client who is a tobacco or marijuana user? Jennifer Stanifer, TBA's Impaired Risk & Illustration Specialist, provides a quick rundown of the opportunities that currently exist with carriers and what type of ratings are available based on their usage.

Author: TBA
Posted: November 23, 2020, 7:51 pm

65% of Americans today will need some form of long term care in their lifetime. November is LTC Awareness month, and Kathryn Kinnane dives into not only the differences between hybrid and traditional but also why it's so important for your clients to make the coverage a priority.

Author: TBA
Posted: November 9, 2020, 9:52 pm

For many advisors, they stay away from term insurance because they feel it isn't a profitable way to do a business. At TBA, we know how to change this for our advisors. In less than 5 minutes, John Felton provides several ways to put more money in your pocket while securing better term coverage for your clients.

Author: TBA
Posted: November 2, 2020, 7:55 pm

Lincoln Financial Group's Michael Deaton sat down with TBA's Morgan Mynatt to discuss business & life insurance in the COVID-19 world. There's lots of information covered in this episode:

  • Current State of the Market
  • Trends in Product Types
  • Missed Opportunities by Advisors
Author: TBA
Posted: October 15, 2020, 1:43 pm

As we enter into the final quarter of what might be the most strange year for the insurance business, Morgan Mynatt gives you three things to focus on in the final quarter to finish 2020 strong. 

Author: TBA
Posted: September 28, 2020, 12:53 pm

Everyone is probably tired of hearing the phrase "unprecedented times," but unfortunately it's the reality we are in. It's also no secret the impact it is having across all industries. TBA's Morgan Mynatt enlisted Advantus Marketing's Tiffany Markarian to help us reevaluate how we are approaching clients right now & 3 things they want to hear from you.

Author: TBA
Posted: August 21, 2020, 2:04 pm

Kevin Cox, a regional advisor for Lincoln Financial, joined our own Zach Gosselin to discuss the state of the current market and some advanced market opportunities that may prove beneficial in the current financial climate for your clients. Tune in to learn more!

Author: TBA
Posted: July 21, 2020, 7:51 pm

Zach Gosselin, Vice President of Sales for TBA, sat down with Kasey Gammons & Randi Benash of LifeTrends to give you an overview of what bridge products are (hint: they aren't a product at all), why they are a valuable option for your client and some of the current industry changes. 

Author: TBA
Posted: June 16, 2020, 7:11 pm

TBA's in-house disability income specialist, Kathryn Kinnane, sat down with Eugene Cohen of the Cohen Agency for a special presentation on Disability Income for Disability Insurance Awareness Month. 

Cohen discusses why DI is so vital, why it's important to revisit past or current coverage with clients, and scenarios in which it makes sense.

Author: TBA
Posted: May 19, 2020, 1:49 pm

Michele Leeming, Agency Support with LIBRA Insurance Partners, joins Morgan Mynatt, Marketing Manager for TBA, to talk about how advisors can start phasing back into growing their business as the "Safer at Home" orders are being lifted. There's a lot to unpack in this episode, but here are the highlights:

  • What should be your first focus?
  • What are the two tools you should be taking advantage of?
  • How has this impacted the industry now and in the future?
  • What is the best way to approach marketing moving forward?
Author: TBA
Posted: April 30, 2020, 6:23 pm

In our first 2020 episode about Vive with primary owner Jason Lea, we touched on Vive scores quickly. In this episode, TBA's Morgan Mynatt dives a little deeper into what the Vive score actually is, where the numbers come from and how it helps you and your client make the best choice for them now and in the future.

Author: TBA
Posted: February 24, 2020, 2:08 pm

Not all products are created equal. TBA's John Felton, President, and Zach Gosselin, Vice President of Sales, sit down to discuss how to capitalize on previous term business by utilizing conversions. A conversion can be written on a policy that wasn't even written through your office or TBA's. Listen in to hear how to maximize this opportunity!


Contact TBA for the Client Pre-Approach Letter:


Author: TBA
Posted: February 13, 2020, 9:07 pm

Morgan Mynatt, marketing manager for TBA, talks about just how fast it is to write term through Vive, and the success that advisors have seen from using it. Want to test it out for yourself? Get started here:

Author: TBA
Posted: January 30, 2020, 2:43 pm

If you haven't heard of Vive yet, allow us to introduce it to you with Vive's own majority leader Jason Lea. TBA's Morgan Mynatt and Jason sat down to discuss all the ways that this new technology is beneficial to advisors and their clients.

It is revolutionizing term business is allowing you to provide it to your clients in a fast, easy and profitable way for you as well. 

To access Vive and see just how easy it is to add to your portfolio for clients visit

Author: TBA
Posted: January 16, 2020, 1:54 pm

2019 is quickly coming to a close, and we want to make sure that you start off 2020 on the right foot! The average life insurance policy takes 74 days from start to finish. It is no wonder that financial advisors avoid it. TBA has discovered a way to make life easier and more efficient using technological advances, personalized support & focused expertise. In this week's episode, John Felton discusses some of the different resources and tools made available exclusively to TBA's advisors to make them more successful:

  • Marketing Assistance
  • TBA Mobile App
  • SalesLink
  • Policy Review
  • 1 Page App
Author: TBA
Posted: November 21, 2019, 8:48 pm

If you tuned in to our last episode, you heard John Felton and Zach Gosselin touch on the changes in the LTC market and specifically the emergence of LTC hybrid products as traditional LTC products became scarcer. 

This week, Felton, President of TBA, sat down with David Smitherman, Business Development Vice President for Nationwide, to delve deeper into some of the nuances of the hybrid LTC market and when certain products make the most sense for your clients' situations.

Author: TBA
Posted: October 28, 2019, 7:34 pm

In this episode of Life Insurance Link Up, John Felton and Zach Gosselin join us again to discuss Long-Term Care (LTC), how the market has changed and what solutions benefit your clients the most. There have been many changes in the LTC market over the years, namely that just standard LTC coverage is essentially obsolete. Zach and John touch on how LTC is still a need for your clients, but that the product offerings now are actually better and provide more benefits to your clients overall.

Author: TBA
Posted: September 30, 2019, 7:46 pm

This episode we are diving into the focus of September - Life Insurance Awareness Month (LIAM). Morgan Mynatt, our marketing manager, talks about some of the statistics surrounding leads and life insurance and the best ways to market life insurance to your book of business. 

For all things LIAM:

For more info on TBA:

For marketing packages:

Author: TBA
Posted: September 20, 2019, 2:34 pm

John Felton, President of TBA, and Zach Gosselin, Vice President of Sales, sit down and discuss Policy Review and what that means for your book of business. TBA teaches you how to find opportunities with existing clients and also how to approach a client for this type of analysis. Adding this simple solution to your approach with new and existing clients can not only have a positive impact for them long term but can also have a positive effect on your profitability. 

Click here for the Policy Review kit mentioned in the episode. 

Click here to reach out to TBA directly with any questions.

Author: TBA
Posted: August 27, 2019, 6:12 pm

This is the first episode of the Life Insurance Link Up podcast brought to you by TBA. TBA has been in the life insurance business since 1959, and this bi-monthly podcast will cover important information on how to grow your insurance business, as well as quick and easy marketing tools you can implement to make you more effective.

Author: TBA
Posted: August 19, 2019, 6:46 pm