Alliance University Product Prodcast

Introducing Foresters LiveWell Plus: New Whole Life Product Overview & How It Works Join Gina Hawks from The Alliance as she introduces Jim Tom, National Sales Specialist, who provides a comprehensive overview of Foresters' new whole life product, LiveWell Plus. This episode covers the features, benefits, and digital end-to-end process of the new product, including guaranteed level premiums, death benefits, and cash values. Jim also discusses various scenarios, underwriting guidelines, and additional member benefits. Tune in to learn how this innovative product can help with cash accumulation and wealth transfer strategies.

Safe. Predictable. Competitive: Introducing Ohio State Life’s NEW MYGA This Thursday, don’t miss a special Product Call with Chris Norris introducing Brian Graime from Ohio State Life. They’ll be diving into their Multi-Year Guarantee Annuities (MYGA) — a strong option for clients who want: ✅ Safe savings ✅ Predictable growth ✅ Highly competitive rates

Join Clay Mertes and Lucero Diaz in this engaging, podcast-style presentation as they delve into the myriad benefits of the President's Club at The Alliance. Discover exclusive tools and resources, including ZipRecruiter ads, AM Cards, WebPress videos, and the innovative go high-level CRM system. Learn how these benefits can streamline your recruiting, enhance sales, and maximize your business's potential. Whether you're a seasoned member or new to the club, this video is packed with actionable insights and special promotions tailored to elevate your success. Don't miss this in-depth guide to harnessing the full power of President's Club!

In this episode of The Alliance Product Call, James Coleman shares his journey with The Alliance and his expertise in generating referrals. With first-hand experiences and practical advice, James dives deep into his methodology for securing referrals from clients, the importance of maintaining client relationships, and strategies for maximizing return on investment. He discusses overcoming common challenges, shares his personal scripts and techniques, and answers participant questions about best practices. This session is perfect for agents looking to enhance their client engagement and boost their sales through effective referral systems.

This week’s product call will be hosted by Roberto Silva from American Amicable & Nick Greco. They’re going to be covering the American Amicable Security Solution whole life product & how to help your clients who are interested in the infinite banking concept with this product. Tune in today to learn more!

Join Stephen Davies on Today's Product Call as he breaks down the basic principles that drive successful sales—the same fundamentals he’s used to build a powerhouse business. Whether you’re new to the game or looking to get back on track, this is the kind of back-to-basics training that makes a real difference in your results. Don’t miss it!

In this detailed session, Michelle Jones from Tampa, Florida, shares her experiences and insights on the in-home sales process. Michelle covers the five key components of a successful in-home sales visit: connection, green sheet, why, edify, and budget. Drawing from her own journey and practical tips, she emphasizes the importance of building genuine connections, understanding client needs, and handling objections effectively. Michelle offers step-by-step guidance on engaging with clients, collecting essential information, and presenting options that resonate. She also highlights the value of continuous learning and the art of leveraging personal and client stories to build trust. Whether you're new to sales or looking to rejuvenate your approach, this video provides actionable advice to help you move forward and achieve success in the in-home sales domain.

Join Jake Joseph from The Alliance Family for an in-depth sales training session where he shares valuable strategies and personal anecdotes to help new and experienced agents improve their sales techniques. Learn how to build trust, ask the right questions, and make your sales stick. Jake also covers the importance of reading, attending events, and the mindset needed to succeed. Get tips on how to transition from bond and rapport to discussing life insurance, how to control conversations, and how to handle objections before they arise. Don't miss out on these insights and practical advice to elevate your sales game.

Join Justin Warnke from the F&G Annuity Sales Team as he shares insights into F&G's comprehensive product lineup and solutions for clients. In this episode, Justin covers various annuity options including the Safe Income Advantage, Accelerator Plus, Performance Pro, and F&G 123. Learn about the features, benefits, and strategies for utilizing these products to meet your clients' needs for guaranteed income, hybrid growth, and legacy planning. Dive deep into product comparisons, income multipliers, premium bonuses, and death benefit solutions tailored for different client scenarios. Stay tuned for practical tips on applications, case designs, and utilizing F&G's resources effectively.

In this comprehensive guide, our expert speaker dives into the intricacies of lead types, how to navigate lead websites, and the importance of investing in your business. Gain insights into successful sales and marketing strategies with personal anecdotes and success stories that underscore the value of goal setting, mentorship, and positivity. Learn the benefits of different lead options, such as direct mail, internet, and subscription-based leads, and discover how to effectively manage and grow your business for consistent and predictable sales outcomes

Gina Hawks is hosting this week’s product call and going over how to do F&G IUL illustrations. She’ll walk you through step-by-step how to run effective illustrations, answer common questions, and help you better understand how to position this product with your clients!

Eric Bellaire is hosting today’s Product Call and diving into one of the most powerful tools in your financial toolbox: annuities. He’ll show you how to position them, how to explain them clearly to clients, and how to make them a bigger part of your business. If you’ve been leaving annuity money on the table, this call will help fix that.

This week’s product call will be hosted by Chris Norris & Austin Imhof from Annexus. They’ll be covering the details of the Annexus Nationwide annuity & how this product can help your clients. Don’t miss this chance to learn firsthand how to position this powerful tool in your sales conversations.

This week·s product call will be hosted by Chris Norris & Austin Imhof from Annexus. They·ll be covering the details of the Annexus Nationwide annuity & how this product can help your clients. Don·t miss this chance to learn firsthand how to position this powerful tool in your sales conversations.

This week·s Product Call is hosted by Derek Wiedenmeyer from Mutual of Omaha! He·ll be diving into their highly competitive IUL Express product and showing you how to use it to better serve your clients. Don·t miss this chance to sharpen your skills and expand your offerings!

This week·s product call will be hosted by Chris Norris & Austin Imhof from Annexus. They·ll be covering the powerful annuity products you have access to through Annexus. Don·t miss this chance to learn how these products can help you serve more clients and grow your business!

Forester's PlanRight Updates and Text-to-Sign Process Explained In this informational session led by Bruce Barak, updates to Forester's PlanRight product are detailed, including the transition to text-to-sign for electronic applications and the removal of telephone interviews for eligibility. Discover the various electronic signature methods available and their specific requirements. Bruce also provides a comprehensive overview of the features and application processes for Forester's other life insurance products, emphasizing the convenience and benefits they offer. This session is filled with valuable insights for agents on maximizing efficiency and compliance in their operations. 

In this comprehensive presentation, delve into Lincoln Financial's innovative and client-friendly annuity products. Learn about the key principles of simplicity, protection, and growth through their OptiBlend fixed indexed annuity. Explore how trigger strategies provide safe, simple, and predictable returns, and their unique daily risk control strategy that offers exceptional trigger rates. Discover Lincoln's simplified Roth conversion process and the benefits of non-qualified stretch annuities. Ideal for financial professionals seeking to offer clients straightforward and secure investment options.

This week·s product call will be hosted by Brendan Russell with Nassau Re. He's going to be going over some of the competitive annuities that Nassau Re has and how to help your clients with them. Tune in to learn more!

This week's product call will be hosted by Justin Warnke with F&G, and he·ll be diving into F&G·s newest and exciting annuity product. He·ll break down what makes this product stand out and how it can benefit your clients. You don·t want to miss this opportunity to stay ahead of the game!