Sep 17, 202621 minS8
The clock on the estate tax exemption has stopped ticking for the first time in over a decade, but that doesn't mean estate planning conversations are slowing down. Morgan talks with Tracy Ullom from John Hancock's...
business
TBA's Life Linked
Hosted by TBA · business · EN
About this Podcast:
Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch.We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, succession planning, annuities, and hybrid long-term care solutions. Whether you're refining your process, navigating a changing market, or looking for better ways to serve clients, Life Linked is designed to give you takeaways you can use immediately.If you work with families, business owners, or high-net-worth clients, and want to turn planning conversations into lasting relationships, this show is for you.For more information on TBA: https://www.tba.com/
Pitch Analysis
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Contact path
Verified email
Booking probability
34%
Guest openness
Selective
80/100
Required Score
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What is TBA's Life Linked about?
Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch.
Who hosts TBA's Life Linked?
TBA's Life Linked is hosted by TBA. The show has published 100 episodes to date.
What has TBA's Life Linked covered recently?
Recent episodes include "Estate Planning Isn't Over: What's Driving the Conversation" (17 September 2026, 21 minutes), "Succession Planning: The Most Overlooked Conversation" (8 July 2026, 20 minutes), and "Turning "No" Into Opportunity: A Better Way to Handle Rejection" (3 June 2026, 29 minutes).
How often does TBA's Life Linked publish?
TBA's Life Linked publishes roughly monthly, with episodes averaging 17 minutes across 100 episodes.
How hard is it to get booked on TBA's Life Linked?
Booking probability for TBA's Life Linked is 34%, and the host is rated Selective on guests. TBA's Life Linked requires a Pod Score of 80 or higher. TBA's Life Linked's contact route on record: verified email.
Who should pitch TBA's Life Linked?
The strongest fits for TBA's Life Linked are Insurance Agencies & Brokers. TBA's Life Linked has a business audience.
About the host
TBA hosts TBA's Life Linked, a business podcast with 100 episodes published.
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Recent episodes
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TBA's Life Linked
Succession Planning: The Most Overlooked Conversation
Jul 8, 202620 minSuccession planning is one of the most important—and most overlooked—conversations for business owners. In this episode, Morgan sits down with Dan Lehner of Principal Financial Group to discuss why many owners delay...
Jun 3, 202629 minS8Every insurance advisor hears "no," but the best advisors know how to turn those moments into stronger relationships, better positioning, and future opportunities. In this episode of Life Linked, Morgan sits down with...
Apr 14, 202615 minS8In this episode, Chad Preston sits down with veteran advisor Ed Steffens to unpack how life insurance evolved from an uncomfortable topic into a core responsibility within his practice. Ed shares how a real-life client...
Mar 24, 202613 minS8Many business owner clients face the same problem, but rarely plan for it correctly. One child takes over the business. The others do not. That is where estate equalization becomes essential. In this episode of the Life...
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Mar 3, 202619 minS8Most advisors spend their time chasing new business, while overlooking the opportunity already sitting inside their existing book. In this episode, we're joined by Niko Kantouros of Proformex to discuss how advisors can...
Jan 27, 202611 minS8Zach Gosselin joins Life Linked to break down how life insurance conversations are changing as clients become more skeptical and distracted. He explains why advisors must lead with risk and outcomes, not product, and...
Dec 22, 202513 minS7In this episode, John Felton and Zach Gosselin break down why year-end is the most important time for advisors to plan ahead and where the real opportunities for growth will come from in 2026. The discussion covers key...
Episode #14
TBA Awareness Month
Dec 1, 202510 minS7In this episode, we sit down with John Felton , President of Tennessee Brokerage Agency, to break down what TBA Awareness Month is all about and why it matters for advisors. John walks through how TBA stands out as a...
Nov 25, 202511 minS7In this episode, we sit down with Kathryn Kinnanne , TBA's in-house annuity specialist, for a practical, straight-forward look at what's happening in the annuity world right now. Kathryn breaks down why fixed annuities...
Nov 18, 202513 minS7In this episode, Morgan sits down with Mark Householder - SVP of Business Solutions at Principal Financial Group - to unpack the biggest takeaways from the 2025 Principal Business Owner Insights Study. From business...
Nov 4, 202518 minS7Permanent life insurance is often misunderstood as just a death benefit, but it's so much more than that. In this episode, TBA Vice President Zach Gosselin breaks down what advisors really need to know to position...
Oct 21, 202551 minS7In this powerful episode, Kevin Riley of One America joins Tennessee Brokerage Agency to tackle one of today's most urgent financial and emotional challenges: the caregiver crisis . Riley reframes the long-term care...
Sep 11, 202515 minS7Life insurance doesn't have to be slow or complicated. In this episode, we sit down with Daneyelle Schneider, Senior Underwriting Manager & Brad Mills, Regional Vice President at Symetra , to talk about the Swift...
Aug 27, 202522 minS7Small-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...
Aug 7, 20257 minS7August 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...
Episode #6
An Advisor's Journey with Vive
Jun 24, 20259 minS7In 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...
Episode #5
Why DI & How to Offer it
May 22, 202510 minS7In 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...
Apr 24, 202511 minS7In 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...
Mar 14, 202517 minS7We 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...
Recent guests
Recent guests on TBA's Life Linked. Study who booked and why before you pitch.
J
John Felton
Senior Vice President of Worldwide Operations, Southern Chautauqua Federal Credit Union
K
Kevin Riley
former Editor in Chief of the Atlanta Journal Constitution, The Dad Gang
J
John Fitzpatrick
head of GM’s CarBravo program, Veronica Connor Middle School
M
Mark Berry
Vice President of Environmental and Natural Resources, Royal Holloway, University of London
Best industries to pitch TBA's Life Linked for
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