• Helping Clients with Medicare: Tips from Eric Bellaire
    Jan 9 2025

    Eric Bellaire will be hosting this week's product call. He's going to be talking about all the things you need to know to be able to help your clients with Medicare throughout the year. Tune in to learn more!

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    55 mins
  • F&G's IUL illustrations with Gina Hawks: Product Call 01/02/25
    Jan 2 2025

    Join us for this week’s Product Call with Gina Hawks as she goes over how to do IUL illustrations with F&G. It’s a great chance to learn and sharpen your skills to help more clients—don’t miss out!

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    59 mins
  • In-Home Appointments Explained with Marcus Richardson: Product Call 12-26-24
    Dec 26 2024

    This week’s product call will be hosted by Marcus Richardson. Marcus covered mindset for the in-home appointment on last week’s Activity Call, and on this week's Product Call he’ll be covering details on how to do the in-home appointment. You do not want to miss this valuable training!

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    1 hr
  • Single Premium Life Made Simple with Gina Hawks: Product Call 12-19-2024
    Dec 19 2024

    Gina Hawks is hosting this week's Product Call! She'll be covering our single premium life products and sharing how to use them effectively with your estate planning clients and everyday clients. Tune in today to learn more!

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    49 mins
  • Annexus Annuity Updates with Austin Imhof: ProductCall 12-12-24
    Dec 12 2024

    Austin Imhof from Annexus is hosting this week’s Product Call! He’ll provide the latest updates and a quick review of the Annexus annuity product lineup. Plus, Austin will share insights on staying motivated through the holidays and setting yourself up for a strong start in the new year. Don’t miss it!

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    21 mins
  • National Life Group's NEW Annuities Explained with Chris Norris
    Dec 5 2024

    Join Chris Norris from Integrity Advisory Solutions and Rush Wilbanks from NLG as they dive deep into annuity products. In this episode, they discuss National Life Group's innovative offerings, highlighting the unique features of the Retire Max Secure 5, Growth Driver 10, and Income Driver 10. Discover the benefits of multi-year guaranteed annuities (MIGAs), fixed indexed annuities (FIAs), and flexible premium indexed annuities. Learn about the updated green sheet process, sales techniques, and potential market opportunities. Stay tuned for insights into customer profiles, the importance of income riders, and strategies for maximizing retirement savings. This episode is a must-watch for financial advisors looking to boost their annuity business.

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    1 hr
  • Guide to Policy Reviews
    Nov 21 2024

    Marvin Osuna shares invaluable insights on how to double your income in just 90 days using a proven policy review strategy. Joined by his wife Rachel, Marvin has been part of the Alliance for 13 years. He walks you through a detailed, step-by-step process to effectively conduct policy reviews, whether you're an experienced agent or just starting out. Gain practical tips on booking appointments, using the CRM, engaging clients with effective scripts, and identifying opportunities to upgrade policies. Learn how to manage client relations, validate their initial decision, and increase their coverage. This comprehensive guide aims to help agents become trusted advisors and ensure long-term client satisfaction and retention.

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    59 mins
  • Referrals Made Simple
    Nov 15 2024

    Mastering Referrals and Growing Your Business with James Coleman Join James Coleman in an insightful call where he shares his journey from a lucrative career at Best Buy to achieving success with The Alliance. He provides a step-by-step guide on how to effectively generate referrals, emphasizing the importance of building rapport with clients, asking for referrals, and implementing a systematic approach to ensure high profitability. James also touches upon the significance of the infrastructure, culture, and support at The Alliance, which prompted his return after exploring other opportunities. This episode is packed with practical strategies for anyone looking to enhance their sales and increase their return on investment.

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    52 mins