『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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  • Product Call - The Multiplier Effect - 07.09.26

    Product Call - The Multiplier Effect - 07.09.26
    2026/07/09
    President's Club Explained: $100/Month Tools to 10X Sales, Recruiting & Building at The Alliance Emir Sevim and Lucero Diaz from The Alliance headquarters explain the President's Club, a $100/month subscription designed to help agents sell more, recruit more, and build more by negotiating discounted tools and providing exclusive resources. They walk through naaPresidentsClub.com, where members can sign in, review benefits, and join, and highlight key sales tools like WebPrez product videos, a vault of exclusive training calls, the weekly PC package email, CE vouchers, AM Cards for client/team follow-up, DocuSign pay-per-use, and Boostlingo interpreters for 350+ languages. They also cover telesales/virtual sales training and GoHighLevel snapshots, dialer, automations, and website options, plus building support like logos, flyers, and POPL digital business cards. Recruiting benefits include ZipRecruiter, PropHog licensed-agent data, preset interviews, and a VA hiring program. They promote a limited offer: new members joining today get the rest of the month of a free ZipRecruiter ad, and invite viewers to Family Reunion July 23–26.
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    54 分
  • 07-16-26 - Product Call - WHERE NLG WINS

    07-16-26 - Product Call - WHERE NLG WINS
    2026/07/16
    National Life Group Training: Living Benefits, IUL Options, Easy Underwriting & Foreign National Guidelines Yumi Jacquez, Sam Keenan, and Isaac Wood from National Life Group introduce their team support for the Alliance, highlight NLG's 1848 founding, current \#7 U.S. life insurer ranking, and mutual company structure, and outline their living benefits suite. They explain opportunities for non‑U.S. citizens living in the U.S. (8+ months residency with SSN or ITIN, including undocumented tax filers) and foreign national guidelines (living outside the U.S. 4+ months with qualifying U.S. nexus), using case studies. The session reviews term products with no-cost living benefits and convertibility, NLG's IUL lineup (Rapid Protect, FlexLife, Summit Life), a mortgage-protection comparison using a "return of premium" IUL solve, rolling target premium commissions, easy underwriting limits, marketing resources/QR codes, advanced sales support, and new tools like pin-to-sign, client intelligence, and the customer app, ending with a living benefits claim video example.
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    1 時間 13 分
  • Product Call - F&G IULs Just Got Even More Rewarding - 07-30-2026

    Product Call - F&G IULs Just Got Even More Rewarding - 07-30-2026
    2026/07/30
    F&G National Product Call: Higher IUL Target Premiums, Exam-Free Limits & Quick Solve Pathsetter Walkthrough Larry Mallek and Amy Bruce of F&G explain recent updates making F&G IULs more profitable to sell, including significant target premium increases (up to 20%) across ages and face amounts on the Pathsetter product and expanded exam-free underwriting for many clients age 60 and under seeking $3–$5 million. They demonstrate the illustration software's "Run Quick Solve" feature to build accumulation and income scenarios quickly, discuss key illustration outputs (target premium, guideline annual premium/MEC room, surrender charges), and review loans (participating vs wash), overloan protection, capped loan rates at 5%, and living benefits. They compare Pathsetter for juveniles and accumulation versus Everlast for death-benefit-focused cases, address foreign nationals and underwriting turnaround factors, and point viewers to microsite index performance data and support contacts. 00:00 Welcome and Agenda 01:06 Target Premium Boosts 01:40 Exam Free Underwriting Expanded 02:56 Why Illustrate F&G Now 05:37 Quick Solve Demo Setup 08:57 Income Illustration Walkthrough 10:30 Overloan Protection Explained 12:36 Target Premium and Funding Limits 14:54 Handling IUL Criticism 16:31 Finding Index Performance Data 19:21 Quick Solve From Scratch 22:25 Max Fund and Underwriting Tips 27:18 Max Accumulation vs Quick Solve 28:54 Minimum Non MEC Option 33:12 Loan Rate Cap Advantage 35:11 Death Benefit Level vs Increasing 36:44 Level vs Increasing DB 37:38 Reducing Coverage Limits 38:38 Commissions and Targets 39:02 When to Take Loans 40:55 Loan Types Explained 43:07 Surrender Charges Basics 44:20 Loan Math and Taxes 45:28 Index History and Columns 48:33 Term Conversion Reality 50:58 Juvenile Underwriting Tips 51:45 Withdrawals vs Loans 53:06 Product Fit Pathsetter 53:48 Funding Juvenile Policies 55:41 Loan Interest Timing 01:00:48 Short Time Horizon Cases 01:02:29 Account vs Surrender Value 01:05:26 In Force Illustration Limits 01:08:06 Wrap Up and Resources
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    1 時間 11 分
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