TSBA INSURANCE SERVICES
Advisor Partnerships
Looking to strengthen your client relationships? Whether you need educational support or plan analysis we offer tools to help you protect clients from costly mistakes, enhancing your value as their long-term advisor.
Client Education & Workshops
We support advisors with Medicare 101 presentations, tailored for client events or lunch-and-learns.
Give your clients confidence by providing clear, unbiased Medicare education under your brand.
Plan Integration Analysis
Need help aligning Medicare with existing retirement and health strategies?
We provide complimentary plan reviews so your clients see how Medicare choices affect long-term income, tax, and legacy planning.
Strategic Partner Options
Looking to add Medicare expertise to your practice? We offer co-branded partnership options. Think of us as a Medicare resource for your team!