TBA Brochure

Tennessee Brokerage Agency
Your Insurance Support Team
Our purpose at TBA is to work with wealth managers and insurance advisors to help find opportunities for
their clients and deliver solutions that help protect their future. We help you fulfill your value promise and
enhance your services so you can spend more time with clients growing your business.
We do this by:
• Delivering marketing support and education that will help you uncover opportunities.
• Providing support and case design that will help you deliver the best solutions for your clients.
• Offering state of the art case management from beginning to end and extensive underwriting expertise
to get the best offer.
• Giving you accessibility via advanced technology including real time case status and email communication.
• Objectively representing the industry’s highest-rated insurance carriers and products.
We consider it a privilege to help families maintain their lifestyle after the death of a parent or guardian.
We help businesses continue in the absence of an owner or loss of a key employee. We help individuals
and their loved ones maintain their choices and independence when faced with a critical illness or period
of extended care. We help you protect your clients’ income throughout retirement, as well as protect their
savings and future earnings in the event of an illness, injury, or unexpected passing.
It is nice to know that you can count on — every time — the folks at TBA to come through for you. As a financial
professional, it’s valuable to know that TBA goes to bat for me and for my clients. It’s priceless.
- Donnie Speck, Battle Creek, MI