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,…
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Succession 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 planning , the risks of waiting too long, and how advisors can guide meaningful succession conversations that protect businesses, families, and long-term legacy.
Every 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 marketing strategist, keynote speaker, and advisor coach Tiffany Markarian to unpack the real meaning behind client hesitation and rejection. Together, they explore how advisors can…
In 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 tragedy reshaped his perspective, turning life insurance from a "nice-to-have" into a moral and professional obligation. They dive into practical ways to introduce life insurance…
Many 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 Linked Podcast, Morgan sits down with Ron Lee, Vice President of Advanced Markets at Mutual of Omaha, to walk through how advisors can navigate these complex conversations with…
Most 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 uncover coverage gaps, identify cross-sell opportunities, and strengthen retention through centralized visibility into their clients' life insurance and annuities. We break down:…
Zach 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 highlights the biggest gaps he sees: weak positioning, stalled underwriting momentum, and outdated coverage. Zach shares when permanent vs. term makes sense, why conversion options…
In 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 industry trends, effective use of permanent life solutions, and the continued role of annuities, and how advisors can help business owners with employee retention strategies using…
In 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 true partner: offering hands-on case support, product expertise, and business-growth strategies that many advisors don't realize they have at their fingertips. We cover the key tools…
In 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 are seeing some of the strongest rates in more than a decade, how rising and falling treasury rates shape the market, and why advisors are giving annuities a fresh look as part of…
In 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 protection and succession planning to key employee benefits and retirement solutions, we break down what's driving decisions in 2025 and how advisors can turn data into opportunity.…
