The Advisor Edge
Get ahead with tools that make you more efficient and reduce your workload.
APPLICATIONS
- The new 1 Page Application fillable PDF with a quick submit button
- Online 1 Page Application version also available
- The client’s next steps guide to send after submitting the app
- Case Status is available after login at TBA.com at the top of the page. If you don’t have any cases, email mmynatt@tba.com with your username for TBA.com get setup.
QUOTES
- This video shows you the easiest way to run term quotes
- The newest underwriting resources available through TBA
- Want us to run quotes for you? Use the Quote Request Form
ANNUITIES
- The current annuity rates are always available on the annuity page
- Not sure which is right? Use the Annuity Suitability Guide
- Our Income Gap Analyzer helps determine the exact amount that your client needs
HYBRID LTC
- See all the products available in our Hybrid LTC Product Sheet
- Use this client-facing marketing piece
INFORCE OPPORTUNITIES
- The Policy Review Kit gives you everything you need to offer this service to your clients
BUSINESS SOLUTIONS
- The Business Succession Planning Kit gives you everything you need to setup your business owner clients for success
