『The Alliance U PRODcast』のカバーアート

The Alliance U PRODcast

The Alliance U PRODcast

著者: AllianceU Prodcast: Education Sales Tips Proven Results and Motivation
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The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more! 個人ファイナンス 出世 就職活動 経済学
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  • 12-18-2025 - Product Call - IntegrityConnect Live Demo
    2025/12/19
    Mastering Integrity Connect: Enhancements, Features, and User Guide In this Thursday training call, Gina Hawks provides an in-depth overview of the Integrity Connect portal. The session covers the recent updates and enhancements to the platform, emphasizing its multifaceted functionalities such as CRM, underwriting, electronic applications, and access to leads. Gina guides new users on how to register and set up their profiles, explains the benefits of the platform including discounts and personalized websites, and demonstrates how to effectively use tools like Ask Integrity and live chat. Additionally, detailed walkthroughs on quoting for simplified and fully underwritten Indexed Universal Life (IUL) policies are included. This comprehensive training ensures users can maximize the potential of Integrity Connect for their business needs. 00:00 Introduction and Overview 01:12 Getting Started with Integrity Connect 02:03 Exploring the Dashboard and New Enhancements 02:36 E&O Insurance Savings 04:41 Setting Up Your Profile 06:01 Utilizing the Integrity Connect Features 08:56 Personalized Website and Business Phone Number 16:49 Selling Permissions Update 29:56 Client Management and Importing Contacts 33:53 Seamless Integration from Underwriting to Application 34:31 Adding Clients and Using Quick Quote 35:34 Detailed Underwriting Process 39:11 Health Conditions and Medications 44:38 Quoting and Application Process 46:57 Handling Common Issues and Questions 49:51 Using Integrity Connect for Different Products 54:39 Fully Underwritten IULs for Accumulation and Protection 01:00:11 Final Thoughts and Q&A
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    1 時間 2 分
  • 12-11-2025 - Product Call - Grow Your Toolkit: Live Training with Mediator Debt Solutions
    2025/12/11
    Turning Debt into Cashflow: A Comprehensive Guide for Agents and Families Join Armit Ian, the Business Development Director at Mediator Debt Solutions, as he shares insights into helping families get out of debt and equipping agents with the tools to assist even more families. In this episode, Armit discusses the current debt crisis, the importance of timing, and the surge in debt solutions programs. He covers how agents can benefit from referring clients to debt consolidation services, provides practical tips for engaging with clients about debt, and emphasizes the value of creating cashflow. The video concludes with details on commission structures, agent benefits, and a Q&A session addressing common questions about the process. Don't miss this opportunity to learn how to protect more families and grow your business.
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    52 分
  • 12-04-2025 - Product Call - Learn F&G's Top Annuity Products & How to Earn More
    2025/12/05

    Understanding F&G's Safe Income Advantage and Performance Pro Annuities | Webinar with Casey Sledge In this comprehensive webinar, Casey Sledge, an internal wholesaler at F&G, delves into the key features and benefits of two top-selling products: the Safe Income Advantage and the Performance Pro. Casey provides detailed insights into case design, financial strength, and bonus programs, alongside emphasizing the importance of financial strength for insurers. He also covers crucial survey findings about retirement trends and client financial concerns. Additionally, the webinar explains how these products cater to pre-retirees, details on payout options, and the advantages of annuities in financial planning. Casey wraps up by exploring the diversification strategies and resources available through F&G to assist agents in making informed decisions. The session concludes with a Q&A, addressing various participant queries related to product features, client suitability, and other related topics.

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    38 分
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