Looking Ahead: Opportunities for Advisors in 2026

About this episode

John Felton and Zach Gosselin discuss the importance of year-end planning for advisors and the growth opportunities in 2026.

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 life insurance benefits. The conversation also highlights how TBA is supporting advisors with new tools, technology, and back-office resources to drive efficiency and results. John and Zach close with practical guidance on the client conversations advisors should be having now, December best practices to start January strong, and one clear piece of advice to help advisors enter 2026 prepared, focused, and positioned to win.

People in this episode

Host: John Felton

Guest: Zach Gosselin

Topics covered

• year-end planning
• growth opportunities
• industry trends
• life insurance benefits
• employee retention strategies
• advisor tools and technology

Keywords

• advisors
• planning
• growth
• life insurance
• annuities
• employee retention
• TBA

Mentioned in this episode

Organizations: TBA

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• Finding Hidden Growth in Your Book of Business · March 3, 2026 · 19 min
• The Evolving Role of Life Insurance in a Shifting Market · January 27, 2026 · 11 min
• TBA Awareness Month · December 1, 2025 · 10 min