We cover why speed and transparency matter, how Swift can improve efficiency for advisors, and what it means for reaching more clients who may have been turned off by traditional processes. Whether you’re an advisor looking for practical ways to save time, or someone curious about how technology is streamlining the insurance world, this conversation will give you a clear look at what’s changing, and why it matters.

Small-business succession planning is often ignored until it’s too late. John Fitzpatrick and Mark Berry of John Hancock share real-life stories, key insights from the Connelly case, and practical tools like the BOSS framework to help advisors guide clients through buy-sell agreements, Key Person insurance, and continuity planning. Discover how to position yourself as a solutions provider—not just a product seller—and gain the confidence to start meaningful conversations with business owners. This episode will give you actionable strategies to protect clients’ legacies and strengthen your own practice.

August isn't downtime - it's go time. In this episode, John Felton & Zach Gosselin break down why now is the perfect moment for advisors to reconnect with clients, spot life changes, and spark meaningful conversations that lead to real planning opportunities.

From mid-year check-ins that turned into major plan overhauls, to simple tactics for identifying client needs without product overhwhelm, this is your launchpad for the final quarter of the year.

• Real advisor success stories
• How to spot cross-sell opportunities
• One action step to take before Friday

Don't wait for the year-end rush, get ahead of it!

In this episode, we sit down with Grant James, a property and casualty advisor, who shares their firsthand experience navigating the life insurance application process through Vive. The conversation dives into the day-to-day efficiencies gained, the technology’s real-world impact on case management, and how Vive streamlined everything from carrier selection to submission. The advisor reflects on initial expectations versus actual results, including time saved, client satisfaction, and lessons learned along the way. Whether you’re new to the platform or looking to optimize your workflow, this episode delivers honest insights and practical takeaways for today’s producers.

In recognition of Disability Insurance Awareness Month, this episode dives into the importance of disability insurance and how advisors can better serve clients by including it in their planning conversations. The discussion covers key target markets for disability insurance, including professionals, business owners, and young earners just starting their careers. Listeners will also learn about the simplified application processes now available, making it easier than ever to get coverage in place. The episode wraps up with a breakdown of the types of disability insurance products on the market today—from individual to group and supplemental policies—helping advisors match the right solution to their clients’ unique needs.

In this episode, we’re thrilled to introduce Heather Sprague, our new Underwriting Consultant with LIBRA and a true game-changer for your life insurance business. Heather brings years of experience navigating the ins and outs of underwriting—and she’s here to help you turn borderline cases into approved applications. Tune in to learn how Heather partners with advisors to strengthen submissions, avoid common pitfalls, and ultimately improve offer outcomes. Plus, she shares practical tips you can start using today to set your cases up for success. If you're looking to boost placement and protect more families, this is one you won’t want to miss.

We all know that you can’t time the market and when a client is entering the distribution phase of their retirement planning, this becomes an increased concern. In this episode, we take a deep dive into how utilizing an IUL allows your clients to strategically use the plan to fund their retirement. Adding a life insurance solution not only offers death benefit protection but also options and flexibility within their portfolio to navigate market fluctuations. By understanding the impact of market cycles and how asset location can impact retirement income, your clients can plan for the unexpected. Indexed universal life insurance (IUL) provides powerful tools to help safeguard your clients' portfolios with a tax-advantaged solution.

Case Study discussed in the episode

Through its partnership with LIBRA Insurance Partners, TBA has access to resources that make securing offers for its advisors and their clients even easier. RGA – a reinsurer – is one of those resources that TBA leans out for specific impaired risk cases to secure an offer in just 24 hours. John Felton, President of TBA, sat down with Aaron Baack, RGA’s Vice President of Underwriting, to discuss the unique opportunity this presents to advisors, how the process works, what impairments are most likely to get offers, and what carriers and eligibility face amounts and ages that are available through the program. For more information on how TBA and RGA can help you, contact TBA at info@tba.com or 865-588-9555.