About Us

TBA works with advisors to help find opportunities for their clients and deliver solutions that protect their future.

We do this by:
• Delivering marketing support and education that will help you uncover opportunities.
• Providing sales support and case design that will help you deliver the best solution.
• 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.
• The highest rated carrier and products.

Business size

26-100 employees

Commercial presence