エピソード

  • 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
  • Product Call - IUL EXPRESS JUST GOT BIGGER with MoO - 04-16-2026

    Product Call - IUL EXPRESS JUST GOT BIGGER with MoO - 04-16-2026
    2026/04/16

    IUL EXPRESS JUST GOT BIGGER with MoO💥🔥 More approvals. More clients. More business. This week, Lauren Montag and Derek Wiedenmeyer from Mutual of Omaha are breaking down the new updates to IUL Express and how you can start writing more deals right now. If you have been hitting walls with approvals or want to scale faster, this is the call.

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    50 分
  • Product Call - They Served Us. Now It's Our Turn. - 04-09-26

    Product Call - They Served Us. Now It's Our Turn. - 04-09-26
    2026/04/09
    Military Life Insurance Explained: SGLI vs FSGLI vs VGLI vs VA Life (What Veterans Need to Know) Retired U.S. Air Force veteran Danny Johnson explains common military life insurance options and misconceptions, including SGLI, FSGLI, VGLI, and VA Life, and why many veterans mistakenly believe spouses and children are covered when most policies cover only the service member. He outlines that SGLI and FSGLI are term group policies that end after separation and notes key timing rules like the 120-day window to convert or enroll, with VGLI offering no medical questions but becoming very expensive as age increases. Johnson compares VA Life's guaranteed-issue whole life structure and two-year waiting period with alternative guaranteed-issue and day-one coverage options, and stresses agents should educate veterans, verify coverage, discuss wills and powers of attorney, and "paint the picture" of income loss, disability ending at death, and mortgage needs.
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    33 分
  • Product Call - XCEL's Licensing Pathway - 04-02-2026

    Product Call - XCEL's Licensing Pathway - 04-02-2026
    2026/04/02

    Why XCEL Testing Is #1 for Insurance Pre-Licensing at The Alliance (Admin Portal, Reports, Study Tools)

    Clay Mertes introduces XCEL Testing as The Alliance's preferred pre-licensing provider, citing the people, higher exam pass likelihood, and an easy-to-use technology system. XCEL's Mike and Omar explain they lead the industry in sending candidates to testing centers and maintain above-average pass rates, then walk through tools that help agents manage students: a new Alliance Resource Hub with downloadable PDFs (best practices, mentoring, calendars, how-to videos), and the Admin Portal for tracking enrollments, last login, detailed transcripts, and red flags like repeated quizzes or skipping content. They review daily tracking emails, custom reports that can be saved and scheduled, the "prepared to pass" status across three course parts, study calendars for finishing in 7–10 days, access-window extensions, state requirements pages, and instructor support for failed exams.

    00:00 Welcome And Introductions

    00:35 Why XCEL Testing Wins

    02:10 Industry Leader Proof

    03:21 Meet Omar And Setup

    04:46 Resource Hub Overview

    10:14 Admin Portal Access

    11:56 Student Transcript Deep Dive

    15:51 Using Data To Coach

    19:39 Custom Reports Scheduling

    24:00 Daily Progress Email Breakdown

    26:48 Certificate Check Colors

    28:04 Unlocking Full Question Bank

    29:41 Finish Faster Remember More

    31:12 Study Calendars Extensions

    33:05 State Requirements Hub

    36:15 Mentoring After Failed Exam

    41:23 Why Access Window Floats

    44:16 Student Resources Notes

    45:06 Engagement Daily Report Habits

    46:27 Manager Codes Hierarchy

    50:54 Q&A Resource Hub Wrap

    52:48 Final Thanks Closing
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    54 分
  • Product Call - The Hidden IUL Opportunity with F&G Everlast - 03-26-2026

    Product Call - The Hidden IUL Opportunity with F&G Everlast - 03-26-2026
    2026/03/26
    If you've been relying on simplified issue IULs, this call is especially for you. The Everlast IUL brings: * Strong accumulation potential * Competitive protection features * More flexibility in how you serve your clients long-term This is about expanding your toolbox and making sure you are equipped to deliver the best solutions possible. The agents who win long-term are the ones who stay sharp on products.
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    41 分
  • 02-26-2026 - Product Call - Annexus Brand-New Accumulation Strategy with S&P 500 Options

    02-26-2026 - Product Call - Annexus Brand-New Accumulation Strategy with S&P 500 Options
    2026/02/26
    42 分