Alliance University Product Prodcast

In this week's product call at the Alliance, Transamerica joins to introduce their new contests and provide a detailed overview of the FE Express product. The call begins with an introduction to the multiple contests launched at NatCon, including the First to Five Challenge, Top 20 Producers Challenge, and the First 25 Apps Challenge, with incentives like cash prizes and credit towards trips. Steve Weber, National Sales Manager at Transamerica, and Scott Grody, RVP, present an in-depth PowerPoint on FE Express, covering underwriting rules, application processes, and upcoming enhancements such as a simplified remote signature process. They also discuss how Everest Funeral Concierge services can be a game-changer for agents. The session concludes with an interactive Q&A, addressing various queries on underwriting, policy drafts, social security billing, and more.

Join us for this week’s product call, hosted by Chris Norris! He’ll dive into annuity options that include Long Term Care benefits — a smart solution for your estate planning and senior clients. Don’t miss this opportunity to gain insights that can help better serve your clients' needs.

Join Gina Hawks and special host Bobby Joe Massey from UnitedHealthcare (UH1), formerly known as Shorebridge, for an engaging Thursday product training call. Bobby Joe delves into various UH1 products, detailing the transition from SureBridge to Golden Rule platform, and the necessary steps for re-contracting. Learn about the changes and detailed benefits of products like AdvantageGuard, Critical Guard, AccidentWise, DentalWise, VisionWise, and HospitalWise. Don't miss out on understanding pre-existing conditions, issue ages, benefits, and more to effectively help your clients. Ideal for agents preparing for the weekend transition!

Bobbi Jo Massey from UHOne is hosting this week·"s Product Call! While we've been successfully selling ancillary products under the SureBridge name for some time, they·re now under the name UHOne. The great news? UHOne still offers a wide range of comparable products, and Bobbi Jo will walk us through the new agent website during today's training. Don't miss it!

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!

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!

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!

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!

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!

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.

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.

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.  

Bruce shares key announcements including the relaunch of the 'Your Term' non-medical product designed for healthier clients with lower rates and an update on the PlanRight process aimed at making the underwriting process more efficient by eliminating the need for telephone interviews. He also details the operational changes and improvements for both paper and electronic applications, addressing how these changes will benefit agents and clients. Furthermore, Bruce emphasizes Forrester’s commitment to assisting agents with an array of support channels, the importance of member benefits, and upcoming incentive programs aimed at recognizing and rewarding agents' hard work.

This week’s product call is hosted by Kelly Rayburn from Wellabe. She’s going to be covering the Wellabe Short Term Care product. This is a great product that is an alternative to long term care for those clients who can’t afford, can’t qualify for or just don’t want to pay the high cost for long term care insurance.

Join Gina Hawks & a special guest as they cover reporting in MedicareCenter that will help you strategize for the disruption this AEP. You can see the potential number of shoppers and number of individuals who will need to change their plan this AEP with this reporting. Then you can execute specific lead campaigns in LeadCENTER to target these areas.

Gina Hawks is hosting this week's product call to go over some basic information about Medicare including Medicare Advantage, Medicare Supplement & Prescription Drug plans. This information will be extremely helpful for those new to Medicare to prepare for this year's Annual Enrollment Period (AEP).

This week's product call will be hosted by Belle Crause. She's going to be showing you how to do an intake appointment for an estate planning client. This will be helpful whether or not you're doing estate planning seminars because you can set up an estate plan for existing clients & others who didn't attend a seminar.

This week’s product call will be hosted by American Amicable. They will be covering the SafeCare Term simplified issue term product as well as the Platinum Solution final expense products.

This week’s product call will be hosted by Roberto Silva with Corebridge. Corebridge is getting ready to introduce their single platform for both simplified issue & guaranteed issue applications. Roberto will be covering the new application processes as well as other great information on Corebridge’s final expense products.

Derek Wiedenmeyer from Mutual of Omaha will be hosting today's Product Call. He’s going to cover the IUL Express product. We use the IULE in a lot of different scenarios to help clients, so its important to learn how you can start using this product to cover various needs!