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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: https://www.tba.com/ For quick and easy access to sales tools: https://www.tba.com/sales-tools/
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Welcome to Minzo Pass‘ ”Pass Your Life And Health Insurance Exam” Podcast. Our podcast was created to help you pass your Life and Health Insurance Exam. If you would like to PRE-REGISTER for one of our upcoming Life Insurance Exam Courses or you would like to receive notification for discounts or upcoming training, please visit www.PassYourLifeAndHealthInsuranceExamPodcast.Com Contact: MinzoPass@MinzoPass.com or text/call: 202-703-3668
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Pro Life Insurance

Бояршина Ирина

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Pro Life Insurance– это частный образовательный проект в формате подкастинга. В котором мы вместе с приглашенными экспертами затрагиваем совершенно разные области нашей с Вами жизни: мы говорим о здоровье и образовании, пенсиях и путешествиях, сохранении капитала и инвестициях. С другой стороны, мы с моими коллегами будем делиться кейсами и расскажем, КАК защитить здоровье, накопить на образование детей, создать пенсионный капитал, ну, и так далее по темам!
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Life Insurance HQ The Podcast

Hosted By: Jason Mericle

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Life Insurance HQ The Podcast is focused on providing consumers and their advisors with information on all things life insurance. Listen as we discuss planning with life insurance for individuals, families, and business owners on a wide range of topics.
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I help busy self-employed professionals and business owners who don’t have time to think about anything beyond growing their business. Through estate planning tools and strategies, I help them grow retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – themselves, the key person of the business.
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Join Ms. Tomeka Kimbrough-Hilson and her Women Guest as she talks all things insurance. You will enjoy her comedian, but realistic style and approach. She has over 20 years of experience and loves educating people about insurance. Her motto is “ We do not sell insurance, instead we educate our community and then assist them with an application; should they need insurance. Tune in to stay informed with information that may help you make better decisions about insurance.
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show series
 
Disability Income is crucial for many professionals, but one industry where it isn't a hard sell because they are educated about it's importance from the beginning is any medical field. We brought in our resident DI expert - Kathryn Kinnane - to talk DI, how to best approach medical professionals, what's needed for the most accurate quotes, and how…
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In this interview with Diana Hinojosa, we discuss the state of the insurance industry and some of the hurdles new agents face. Diana is an insurance industry and is an insurance exam tutor. Sign up for our next Pass Your Life Insurance Exam Challenge https://www.minzopass.com/pass-your-life-insurance-exam-challenge Helpful links: Affiliate Program:…
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When it comes to business solutions - specifically guaranteed issue insurance for groups - the options can feel daunting. That's why we brought in two experts from Principal's business solutions team - Mark Householder & Tom Bates - to talk all things guaranteed issue term for groups. They joined our own John Felton to discuss the following questio…
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This is day 3 of our Pass Your Life Insurance Exam Challenge. The goal of the challenge is to prepare you for your life insurance exam in just 5 days. Our student for day 3 was Beverly Irby from Texas. Register for our next challenge https://www.minzopass.com/pass-your-life-insurance-exam-challenge Helpful links: Affiliate Program: https://www.minz…
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In this episode, you will learn things that you could you in your third year to guarantee your success as a new life insurance agent. 85% of new life insurance agents fail. However, if you think outside of the box and do the things that the 85% that fail don't want to do, then you could become one of the 15% of new life insurance agents that succee…
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This is day 2 of our Pass Your Life Insurance Exam Challenge. The goal of the challenge is to prepare you for your life insurance exam in just 5 days. Our student for day 2 was Lexie Estrada from South Carolina. Sign up for our next challenge https://www.minzopass.com/pass-your-life-insurance-exam-challenge Helpful links: Affiliate Program: https:/…
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In this episode, you will learn things that you could you in your second year to guarantee your success as a new life insurance agent. 85% of new life insurance agents fail. However, if you think outside of the box and do the things that the 85% that fail don't want to do, then you could become one of the 15% of new life insurance agents that succe…
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Our in-house impaired risk specialist sat down to provide insights on what underwriting can look like for clients with heart issues that include: Heart attack history Heart murmurs Pace Makers High Blood Pressure & more In this episode, she touches on what conditions receive more favorable underwriting or are typically declined. She also provides i…
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This is the second part of day one of our Pass Your Life Insurance Exam Challenge. In this episode, you will learn important frequently tested concepts about the differences and similarities between term insurance and permanent life insurance policies. The goal of our challenge is to prepare you for your life insurance exam in just five days. Sign …
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In this episode, you will learn things that you could you in your first year to guarantee your success as a new life insurance agent. 85% of new life insurance agents fail. However, if you think outside of the box and do the things that the 85% that fail don't want to do, then you could become one of the 15% of new life insurance agents that succee…
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This is the first part of day one of our Pass Your Life Insurance Exam Challenge. You will learn about important strategies and tips to help you pass your life insurance exam in this episode. The goal of the challenge is to prepare you for your life insurance exam in just 5 days. Sign up for our next challenge https://www.minzopass.com/pass-your-li…
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This is the first episode of our new agent training. In this episode, you will learn about the advantages and disadvantages of being a life insurance agent. We cover how to decide whether being a life insurance agent is the right path for you. Helpful links: Text or call us: 202-703-3668 Enroll in our growth academy for new life insurance agents: h…
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A new year brings new opportunities for life insurance advisors. What trends can you expect this year when it comes to life insurance? Michele Leeming, Relationship Director with LIBRA, discusses what advisors can expect when it comes to the types of products and coverages clients will be seeking and the future of underwriting. For assistance with …
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Happy New Year and welcome back to our life insurance prelicensing podcast. In this episode, we provide great news about our self-study life insurance prelicensing courses and our life insurance prelicensing textbooks. We also provide information for our new Next Level Academy Online Membership Community to help you pass your exam and become a succ…
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Every December we celebrate TBA Awareness Month! John Felton sits down with Morgan Mynatt to talk about how TBA Awareness Month came to be, what three things advisors are most unaware of about TBA, and what is the #1 thing advisors should be more aware of when it comes to TBA and how they support advisors. If you have any questions about TBA or how…
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Over 11%, or more than 37 million Americans, have diabetes, and that number continues to climb. With the increasing number of those affected by this, we brought in our impaired risk specialist Jennifer Stanifer, to discuss all things diabetic underwriting. From what information you need from your clients, to what the best carriers are for the most …
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Long-term care is likely one of the few topics clients come to their advisors about. With November being LTC Awareness Month, we brought on OneAmerica’s Kevin Riley, Regional Account Director, to provide perspective on why this coverage is so crucial, the cost of self-funding long-term care, and how to get started in the market if you’re an advisor…
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With the potential for the current estate tax cuts to sunset in January 2026, it has created more awareness around the importance of estate planning for many Americans. Zach Gosselin, who works closely with our advisors and our estate planning attorney partners, answers some common questions about this topic to help you - as advisors - provide the …
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Many associate life insurance with death benefit, but what many fail to see is all the other possibilities available through life insurance - including helping fund retirement. John Felton discusses the various living benefits available through life insurance, when an advisor should recommend the options that involve retirement funding, and how to …
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The Life Insurance industry took a more prevalent role in clients’ lives largely due to the pandemic, but is that still the case? Michele Leeming, LIBRA’s Relationship Director, discusses the current state of the industry, what products clients are purchasing, how the industry has changed in the last year, and how to overcome some of the barriers t…
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Term conversions have been mentioned several times on the podcast, but we thought it was important to touch on some of the most commonly asked questions and misconceptions about providing this service to your clients. This episode covers: Do you have to be the original writing advisor on a policy to convert it? What is the easiest way to determine …
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When it comes to effectively engaging clients – it can be a challenge in any industry. However, the pandemic has created a new filter in the life insurance industry of what clients are looking for in their advisor, and that is, “who is really there for them?” Tiffany Markarian, the founder of Advantus Marketing, LLC, sits down with TBA’s Morgan Myn…
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We are approached consistently by advisors about what questions they should be asking their business owner clients when it comes to succession planning in order to mitigate risk and provide comprehensive solutions. John and Zach sit down to discuss 5 questions you should be asking your business owner clients in order to do just that, as well as sol…
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John Felton sits down with Dr. Robert Frank, Medical Director for LIBRA Insurance Partners, to get Dr. Frank’s expertise and insight on the following when it comes to impaired risk cases in life insurance: How does Dr. Frank help advisors like you and brokerages like TBA in the impaired risk space Recurring impaired risk ailments that are worth cha…
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In this episode, Vice President of Welcome Funds, Dan Ohman and TBA’s John Felton discuss the basics of life settlements, the tax implications, the overall process, and the sweet spot policies that make the most sense for pursuing a life settlement. TBA admittedly had shied away from the Life Settlements business when it first came on the insurance…
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It's a question we hear time and time again: "Do I recommend buy-sell or key person for this business owner client?" In this episode, John Felton and Zach Gosselin break it down: The key differences between key person vs buy-sell What scenarios each solution makes the most sense in The tax implications for the business or beneficiaries For more inf…
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Steven Sitton, a leading insurance producer at the biggest independent insurance agency in Tennessee - TIS Insurance Services, sits down to discuss what life insurance solutions make the most sense in the current economic market. Beyond personal solutions and how he approaches that with clients, he also discusses the realities for business owners a…
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The 2023 LIMRA/Life Happens Life Insurance Barometer Study has just been released. TBA's Marketing Manager, Morgan Mynatt, highlights the three surprising new target markets for life insurance that are highlighted in the study & most importantly how to reach them. The Life Insurance Barometer Study SalesLink Information \ Schedule Demo…
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Your NETWORK is your NETWORTH.Are you a life insurance agent or entrepreneur in the DMV and want to take your business to the next level? If yes, this networking event is for you.Hard work is important, but networking is just as important. Without the right people and relationships, your business may not succeed no matter how hard you work.Come and…
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Thank you for being a loyal listener. In this episode, you will learn about the two different types of group life insurance policies. If you would like to register for our free life insurance exam tutoring webinar, become a paid affiliate or want to visit our website, please visit our online directory at https://linktr.ee/minzopass Remember to chec…
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What are the top market trends we're seeing in the life insurance space right now? Zach Gosselin and John Felton sit down to highlight the top 4 and why you should be pursuing these planning solutions for your clients. In addition, they share some free resources available to you through carriers and TBA that will help you effectively illustrate the…
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Ready to pass your life insurance exam? This training on group life insurance will help. You will learn about the conversion provision in group life insurance in this episode. If you would like to join one of our free live trainings, please select it from here https://linktr.ee/minzopass. You can contact us 202-979-8889 or MinzoPass@MinzoPass.com. …
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Ready to pass your life insurance exam? This training on group life insurance will help. You will learn the general features and regulations for group life insurance in this episode. If you would like to join one of our free live trainings, please select it from here https://linktr.ee/minzopass. You can contact us 202-979-8889 or MinzoPass@MinzoPas…
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What if business owners were the owners of their own policies and could fund them to build cash as they thought appropriate? That’s what Mutual of Omaha calls the Living Benefit Buy-Sell because it is designed to produce living benefits in addition to providing a death benefit. TBA’s John Felton sat down with Mutual of Omaha’s Stephen Alloy to disc…
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This is part 2 of our FREE life insurance exam training webinar on March 23rd. You will learn how about third party ownership of life insurance and life settlements. If you would like to register for our free life insurance exam tutoring webinar, please visit https://linktr.ee/minzopass and select free webinar. Remember to check your email and conf…
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When it comes to mirrored loans, what are some of the opportunities? Zach Gosselin sat down with Prudential’s Chuck Perrault to discuss what to do when your client’s policy has a loan last year. We've seen an uptick in requests for loan rescue this year, so we are rereleasing this episode. The following questions get answered in this episode: How d…
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This is a part 1 of our free life insurance exam tutoring webinar on March 22nd. In this webinar, students learned about test taking strategies for the life insurance exam. They learned about the different types of questions that are asked on the life insurance exam and how to correctly answer them. If you would like to register for our free life i…
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Email: MinzoPass@MinzoPass.comWebsite: MinzoPass.comPhone #: (202) 979-888950% Discount Code: Podcast2023Thank you for being a loyal listener. Please like, follow and share our podcast.If you would like to become an affiliate and earn up to $2,100 sharing Minzo Pass, then please sign up to become an affiliate on our website.…
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What financial regrets do you want to help your clients avoid? Zach Gosselin & John Felton sit down to discuss the top 5 financial regrets of Americans over 50 featured in this recent Barron's article and how to help your clients avoid them in the future. For life insurance assistance: click here. For Long Term Care solutions: click here. For all o…
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If in addition to self-study, you prefer our group tutoring or you cannot afford the 1-on-1 tutoring, then listen to this episode for some great news. If you prefer smaller installment payments for our self-study courses or 1-on-1 training or you would like to earn some extra money as a Minzo Pass Affiliate, then this episode is for you. More Minzo…
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Cancer doesn't mean a decline - most of the time. TBA's Impaired Risk specialist, Jennifer Stanifer, provides insights into which cancers are easily underwritten and which ones present more of a challenge. She also discusses which stages of cancer provide more favorable ratings from life insurance carriers. For the cancer questionnaire, to see all …
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When it comes to long-term care, most people know (or should) that medicaid is not a viable option, which leaves many assuming that self-funding this large expense is the best option. However, TBA's Kathryn Kinnane sits down with Morgan Mynatt to discuss 3 major risks associated with this strategy and how insurance and financial advisors can presen…
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What is the #1 marketing mistake that most advisors make? Morgan Mynatt, Marketing Manager for TBA, reveals what it is and the three steps you can take to avoid it. As mentioned in the episode, if you are needing free marketing materials to get started or to see how TBA can take the marketing burden off your hands, reach out to Morgan directly at m…
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Has 2022 been one of those years you're ready to forget about? Well, some things that happened are designed for you to decide, "What about next time". Will you keep what is causing you problems or let it go? The choice is yours and only yours. Please tune in to listen to how #theinsurancelady Tomeka has explored her Great Reveal in 2022. To find us…
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