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.
• 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