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 risks business owners face if they don’t have a buy sell agreement
• What about agreements that aren’t funded by life insurance
• How often should the agreements be reviewed
• Triggers for a review of buy sell agreements

To access all the business solutions calculators and analysis tools mentioned in the episode, click here.

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 that you should be considering more effectively to in the next year!

For all the Life Insurance Awareness Month marketing pieces visit LifeHappens.org & for the Estate Planning Kit and other TBA resources mentioned visit TBA.com.

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:

1. What’s the cost of your client’s doing nothing about their LTC coverage?
2. What do clients need to be considering beyond cost?
3. What are some common objections to coverage and how can advisors overcome them?
4. What three key parts should every LTC plan have?
5. How many years should clients plan for?

Click here for the LinkedIn profile of Adria Thompson that Kevin mentioned in the episode. Reach out to TBA at info@tba.com or 865-588-9555 for more information on LTC and how it can protect your clients.