Insurance Broker

Our promise at TBA is to serve as “Your Insurance Support Team.” We are available when you need us and are an extension of your team.

We are problem solvers; meaning that when you ask us a question or have a client’s insurance or risk management need to solve, we are responsive, attentive, and always follow-through. We are known not just for our knowledge and technical expertise, but for our honest, straight-forward and personal approach.

Our Focus

• Estate Planning and Wealth Transfer
• Business Continuation
• Deferred Compensation and Executive Benefits
• Impaired Risk Underwriting
• Individual Life Insurance Analysis
• In-Force Policy Evaluations and Audits
• Disability Income Insurance
• Long-Term Care Hybrid Products