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.
GROW YOUR BUSINESS
WE KNOW THAT LIFE INSURANCE IS NOT YOUR PRIMARY BUSINESS. That’s why we support you in all aspects of serving your clients and growing your practice, which allows you to position yourself as an expert in all sectors without adding additional responsibilities to your workload.
OUR ADVISOR’S
PRIMARY MARKETS
– Property & Casualty (P&C)
– Health & Group Benefits
– RIA
– Wirehouse
– Independent
– Financial Advisors
HOW TO
GET STARTED
1
REGISTER FOR THE WEBSITE
Registered users are able to access all the resources available on TBA.com, including running quotes, case status, and exclusive software (Vive, etc.). Also, it automatically provides you access to the monthly educational newsletters.
2
DOWNLOAD THE WELCOME KIT
The Welcome Kit will provide you with detailed insight into how we can support you, as well as information on our agency and why advisors choose us as their life insurance support team.
3
WE’LL CONNECT WITH YOU
A dedicated representative will reach out to you directly once you have registered to find out what your goals are, how we can help you professionally grow, as well as how we can
support you in your client interactions.
WHY TBA?
What advisors say we do is enhance their client experience. 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. We simplify the insurance process so you can focus more on client interaction.
