Beste TBA Podcasts (2024)

As we embark on the possibility of estate tax regulations changing at the end of 2025, which may or may not happen with the recent election results, we brought in an expert on all things estate planning – Brett Berg from Prudential. He is a trusted resource for TBA, and Zach Gosselin sat down with him to discuss the approach your clients should be …

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Transforming Grace 11-10-24 Jamie Bennett 26:52

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Transforming Grace 11-3-24 Bryan Stiverson 41:08

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Transforming Grace 10-27-24 Nathan Gabaldon 57:37

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Transforming Grace 10-13-24 Jamie Bennett 41:48

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Transforming Grace 10-20-24 Bryan Legg 36:06

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Business Solutions: Buy Sell Opportunities 10:30

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We’re closing out our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things Key Person Coverage, we brought them back to discuss all things Buy-Sell Opportunities with Zach Gosselin: How common it is for buy sell agreements to be funded with life insurance The…

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Transforming Grace 10-6-24 Bryan Stiverson 37:53

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Ever Wonder Why 9-29-24 Bryan Legg 43:09

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Ever Wonder Why? 9-22-24 Bryan Stiverson 39:50

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Ever Wonder Why? 9-15-24 Jamie Bennett 44:23

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LIAM 2024: New Trends in Life Insurance 9:12

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This September is the 20th Anniversary of Life Insurance Awareness Month! To celebrate, we brought our LIBRA Relationship Director – Michele Leeming – on the podcast to discuss the biggest changes that have happened in life insurance in the last few years, how to leverage awareness, take advantage of resources available, and what target markets tha…

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Ever Wonder Why? 9-8-24 Bryan Stiverson 40:27

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Ever Wonder Why - 9-1-24 Bryan Legg 35:44

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Tighten the Knot 8-25-24 Frank & Sheri Hawley 53:30

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Tighten the Knot 8-18-24 Kaleb Ferry 32:09

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Tighten the Knot 8-11-24 Bryan Stiverson 39:57

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WOTM Witness 7-28-24 Bryan Stiverson 37:01

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Tighten the Knot 8-4-24 Bryan & Cheri Legg 43:26

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WOTM Burro Bueno 7-14-24 Bryan Legg and Bryan Stiverson 55:39

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WOTM Serving 7-21-24 Jamie Bennett 44:01

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WOTM Community 7-7-24 Bryan Legg 33:26

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WOTM Scripture 6-30-24 Bryan Stiverson 45:59

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The True Cost of Long-Term Care 25:11

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We've brought the expert on all things long-term care (LTC) back for the third and final episode in our LTC series. Kevin Riley joins us to answer all the questions about the true cost of long-term care: What’s the cost of your client’s doing nothing about their LTC coverage? What do clients need to be considering beyond cost? What are some common …

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WOTM - Prayer - Jamie Bennett 6-16-24 39:20

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WOTM - Solitude - Bryan Legg 6-9-24 34:59

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Spanglish Service: Pastor Ariel Armaiz 5-26-24 46:09

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LTC Access & Control 21:01

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When talking to your clients about long-term care are you focusing too much on the technical aspects of your client’s LTC options, instead of how it serves them? Kevin Riley, Regional Director at OneAmerica, has been helping advisors focus on what’s important to clients when it comes to access and control. This episode covers the following: Clients…

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Business Solutions: Guaranteed Issue Life Insurance 10:26

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Did you know that most Americans are taking advantage of life insurance offered through their employer? There is a new guaranteed life insurance offering for business owners to offer their employees with payroll deductions. Katie Landers, Life Marketing Director with Cincinnati Life, talks about what the Worksite program is, what businesses qualify…

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Business Solutions: Key Person Coverage 9:19

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We’re continuing our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things Guaranteed Issue Term for Groups, we brought them back to discuss all things Key Person with Zach Gosselin: The biggest mistake financial professionals make in the market How to quantif…

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Philippians 3:12-21 - Bryan Stiverson - 5-12-24 34:21

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Philippians 3:1-11 - Bryan Legg - 5-5-24 32:28

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Philippians 2:12-30 - Bryan Stiverson - 4-28-24 35:34

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Philippians 2:1-11 - Jamie Bennett - 4-21-24 39:17

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Philippians 1:19-30 - Dave Shive - 4-14-24 26:14

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Having an Effective Conversation about LTC 18:58

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The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal. Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets…

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Philippians 1:1-18 - Bryan Legg - 4-7-24 33:57

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Easter Service 3-31-24 - Bryan Stiverson 29:33

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DI Solutions: Medical Professionals 8:17

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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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Bold Partnership - Bryan Legg - 3/24/24 36:21

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Business Solutions: Guaranteed Issue Term for Groups 10:53

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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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Bold Together - Bryan Stiverson - 3-17-24 39:49

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Bold Conversations - Jamie Bennett - 3-10-24 46:52

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Bold Relationships - Bryan Stiverson - 3-3-24 48:15

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Bold One - Bryan Legg - 2-25-24 44:10

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Underwriting Dilemma: Heart Issues 4:00

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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…