The Alliance U PRODcast

National Life Group's NEW Annuities Explained with Chris Norris Dec 05, 2024

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.

Guide to Policy Reviews Nov 21, 2024

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.

Referrals Made Simple Nov 15, 2024

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.

Foresters PlanRight Final Expense Changes Explained Oct 03, 2024

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.

Wellabe's Short Term Care Product Explained Sep 26, 2024

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.

MedicareCenter Reporting Explained with Gina Hawks Sep 19, 2024

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.

09-12-2024 - Product Call - Medicare 101 with Gina Hawks Sep 12, 2024

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).

Estate Planning Intake Appointments Explained with Belle Crause Sep 06, 2024

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.

American Amicable's Simplified Term & Final Expense Products Explained Aug 29, 2024

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.

Corebridge's New Application Process & Final Expense Products Explained Aug 22, 2024

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.

MoO's IUL Express Product Explained Aug 15, 2024

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!

UHC's Ancillary Health Products Explained Aug 08, 2024

This week’s product call will be hosted by Bobbi Jo Massey from SureBridge/UHC. Bobbi Jo is going to be covering some of the ancillary health products such as hospital indemnity, critical illness, dental, etc. Tune in to find out how you can help more clients with these valuable products!

Foresters' New Your Term Product Explained with Bruce Burak Jul 25, 2024

This week’s product call will be hosted by Bruce Burak from Foresters. He’ll be covering the new non-med Your Term product from Foresters.

Boost Your Annuity Sales with Annexus 07/18/24 Jul 18, 2024

Annexus will be hosting this week’s product call. We’ve been hearing great feedback from our agents who are partnering with Annexus to help their clients with annuities. Tune in to hear more about how Annexus can help you take your annuity sales to the next level!

Royal Neighbors Final Expense Products with Darcy Smith Jun 27, 2024

Darcy Smith from Royal Neighbors will be hosting this week's Product Call! She will be covering the Royal Neighbors' final expense products. Tune in to learn how these products can help your clients!

Columbus Life's IUL Now Explained with Ward Carson Jun 20, 2024

Ward Carson from Columbus Life will be hosting this week’s product call. He’s going to be covering their simplified issue, non-medical IUL product, IUL Now.

New Citizens/CICA Products with Gina Hawks Jun 13, 2024

Gina Hawks will be hosting this week's product call! She will be covering the new Citizens/CICA final expense & guaranteed issue products.

Nationwide Annuity Explained with Annexus-Product call-06/06/24 Jun 07, 2024

Annexus will be hosting the product call this week, and they'll be doing training on the Nationwide annuity! If you are on for the entire webinar, that will count as your required Nationwide product training that is needed before you can sell their annuities.

Exciting Leads Announcements with Andy Albright May 30, 2024

Andy Albright will be hosting this week’s Product Call with a few special guests & some exciting announcements about leads. You do not want to miss out on this!

Athene Annuity Explained with Annexus May 23, 2024

Exciting New Annuity Products from Annexus May 16, 2024

This week’s product call will be hosted by Chris Norris, Austin Imhof – Vice President & National Sales Director, Alex Savarese – Internal Sales Consultant, and Robert Savarese - Vice President & National Sales Director, all from Annexus. We are introducing three exciting new annuity products as mentioned on yesterday’s TWC!

Participate to Grow May 10, 2024

Get ready to start growing and achieving more on The Activity Call, featuring Eric Bellaire, as we shine a spotlight on the power of active participation. This week's focus is crystal clear: "Participating to Grow." It's not just about wishing for success; it's about taking tangible steps to make it a reality. Bellaire will be your guide, offering insights on how engaging in this business fully can accelerate your career trajectory. Remember, dressing for the job you want is just the beginning; it's your real life actions that truly define your path.

How to Make Additional Sales in the Home May 09, 2024

Mike Morice will be hosting this week’s product call to cover how to make additional sales in the home. If you're ready to level up you sales game, this is the call for you!

Top-Notch Sales Training with Jake & VeRae Joseph May 02, 2024

Tune in to the Product Call today to catch Jake & VeRae Joseph as they bring their sales expertise to the forefront! Get ready to elevate your sales game with invaluable insights and strategies you won't find anywhere else.

LIVE Tour of Lincoln World Headquarters Apr 25, 2024

Join us this week for an exciting live tour at Lincoln Financial headquarters in Greensboro, NC! Robbie Craft, Chris Norris, and Terry Edwards will be your guides as we explore Lincoln's annuity products alongside their dedicated team. Tune in to increase your Annuity Production in Q2 of 2024!

Mastering Sales Strategies for Diverse Personalities with Jeff Bright Apr 18, 2024

Jeff is going to teach on the many different personalities you will encounter, and how to sell to each. Tune in to tailor your approach for maximum sales effectiveness!

CFG's Permanent Protector Explained Mar 21, 2024

This week’s product call is hosted by Todd Swenson and Rick Relf from CFG! They’ll be covering the new CFG conversion product, Permanent Protector.

03-14-2024 - Product Call - Nassau Res Income Accelerator Annuity Explained Mar 14, 2024

How To Use The Alliance Underwriting Tool with Gina Hawks Feb 29, 2024

Gina Hawks is hosting this week’s product call to cover how to use the Alliance Underwriting Tool! This incredible tool helps you to determine which simplified issue term & final expense products your clients can qualify for. Tune in to learn more!

How to Review a Policy with Eric Bellaire Feb 22, 2024

This week’s product call will be hosted by Eric Bellaire. Eric is going to cover how to do a policy review. Don't miss this opportunity to learn from one of the best in the business!

HMA Updates with Robbie Craft & Elliot Gorog Feb 15, 2024

This week’s product call will be hosted by Robbie Craft & Elliot Gorog from HMA/PHMA. They are going to be talking about positive HMA updates & the new claims process.

Heartland Financial's Multi-Year Guaranteed Annuity Explained Feb 08, 2024

Chris Norris and a new Annuity Carrier, Heartland financial. They will be covering their multi year guaranteed annuity.

Royal Neighbors' NEW Final Expense Portfolio Explained! Feb 01, 2024

This week’s product call will be hosted by David Decker & Rachel Stahle from Royal Neighbors. They’ll be covering Royal Neighbors NEW final expense portfolio including their NEW Guaranteed issue product.

Assurity Life Products Explained Jan 18, 2024

This week’s product call will be hosted by Mike Feltman at Assurity Life. He’s going to be covering some unique products that Assurity has as well as some special programs that can help you help more clients.

How the Best Have Won with Our Products Jan 11, 2024

Eric is going to be talking about how some of the best in the business have won with our vast suite of products.

F&G IUL Illustrations with Gina Hawks Jan 05, 2024

This week's Product Call is hosted by Gina Hawks. Gina will be going over how to do F&G IUL illustrations for tax-free retirement clients.

IULs VS. Annuities with Belle Crause Dec 29, 2023

Belle Crause will be hosting this week's product call. She'll be talking about an IUL (Tax Free Retirement) vs an Annuity (Safe Money): what’s the difference and how to tell if your client is a potential prospect for one or the other!

Financial Literacy 101 with Chris Norris Dec 22, 2023

This week's product call will be hosted by Chris Norris. He's going to go over some basic financial literacy. Don't miss out, this training will be helpful for everyone!

Common IUL Questions Answered with Gina Hawks Dec 14, 2023

Gina Hawks is hosting this week's Product Call. She'll be answering some of the most common questions about IULs, so get your team on this call!

MoO's IULE Explained Dec 07, 2023

Gina Hawks is hosting this week's Product Call. She'll be going over the Mutual of Omaha IULE, how it works, when to use it instead of other IULs, how to best quote it & more.

BACM & F&G Cover F&G's Most Popular Annuities! Nov 30, 2023

This week’s product call will be hosted by BACM & F&G! They will be covering two of F&G’s most popular annuities, Safe Income Advantage and Performance Pro.

Wellabe's Hospital Indemnity Coverage Explained Nov 13, 2023

This week’s product call will be hosted by Kelly Rayburn from Wellabe/Medico. She’s going to be covering how you can help your clients with Hospital Indemnity coverage. This is great coverage for your Medicare Advantage clients as well as non-Medicare clients

The Alliance System Explained with Terry Edwards Nov 02, 2023

This week's Product Call is hosted by Terry Edwards. While we are known for having a diverse portfolio of products, Terry is here to talk about how The Alliance system is the best product we have!

Mutual of Omaha's Final Expense Product Changes Explained Oct 26, 2023

This week’s Product Call is hosted by Rob Race with Mutual of Omaha! Rob will be going over the recent changes to the Living Promise final expense product.

Maximizing Secondary Sales with Belle Crause Oct 19, 2023

This week’s product call will be hosted by Belle Crause! She’s going to be showing you how to boost your app count and bank account by maximizing secondary sales with our ancillary products. Don't miss out!

Transamerica's Final Expense Product Changes Explained Oct 12, 2023

This week’s product call will be hosted by Scott Grode with Transamerica! He’s going to be covering the recent underwriting changes that Transamerica made to their final expense products.

Important Medicare Information Oct 05, 2023

Gina Hawks will be hosting this week’s product call. She’ll be covering some important information for Medicare prior to AEP as well as some updates to MedicareCenter.

American Amicable's SafeCare Product Explained! Sep 21, 2023

Pete Mejia from American Amicable will be hosting this week’s product call. He’ll be covering their brand-new term product, SafeCare. This is a very competitive new term product with higher commissions than their other term products! It also has great features like a Return of Premium option.

Maximizing Client Protection Sep 14, 2023

This week’s product call will be hosted by BACM & F&G! They’ll be covering some specific F&G annuities & how to use them with clients who are looking primarily for death benefit, but life insurance isn’t an option for them.

Medicare Quoting & Enrollment with Gina Hawks! Sep 08, 2023

Gina Hawks will be hosting this week's Product Call! She'll be covering the Medicare quoting & enrollment platform, MedicareCenter. If you’re planning on selling Medicare products, you do not want to miss this training!

Medico's Hospital Indemnity Product Explained! 8-31-2023 Aug 31, 2023

This week’s product call will be hosted by Courtney Mayer from Wellabe/Medico. She’ll be covering their hospital indemnity product & how you can help a lot of your clients with this product!

Product Call - F&G's Electronic Application Wizard Explained (08-24-2023) Aug 24, 2023

This week’s product call will be hosted by Amy Bruce from F&G. Last week, Amy covered how to do IUL illustrations with F&G. This week she’s going to be going over how to do an electronic application via their new, shorter application wizard!

F&G Pathsetter IUL & Illustrations with Larry Mallek Aug 17, 2023

This week's Product Call is hosted by Larry Mallek from F&G! Larry will be covering the F&G Pathsetter IUL product and demonstrating how to do illustrations. Learn how you can best serve your clients with this F&G product today!

Compound Your Activity with Marcus Richardson! Aug 10, 2023

This week's Product Call is hosted by Marcus Richardson, and he's here to talk activity. Marcus will show you exactly how to compound your activity and create momentum, so don't miss out!

North American's Cash Accumulating IUL & New Crediting Strategy Explained Aug 03, 2023

This week’s product call will be hosted by Char Tharaldson from North American. She’s going to be covering their cash accumulating IUL product as well as a new crediting strategy & some other great benefits of the product that you need to know about!

Top-Tier Sales Training with Belle Crause! Jul 27, 2023

Join us this week as Belle Crause leads our Product Call and covers the power of the pivot: how to use our ancillary products to better serve our clients and increase sales. Known for being one of The Alliance's top producers, Belle's sales training is a treasure trove of strategies and insights that you and your team can't miss

Corebridge’s Final Expense Product Portfolio Explained Jul 20, 2023

Join us this week for an insightful product call hosted by Jason Speigel from Corebridge and Michelle Kolin. Together, they'll be covering Corebridge's final expense product portfolio.

F&G Annuities & Business Processing with BACM Jul 06, 2023

Gear up for a transformative product call - Chris Norris with BACM is your host with special guests Matthew Mundell & Tom Ross from F&G. They'll deep-dive into F&G annuities and business processing.

Nationwide's CareMatters II UL with Cash Indemnity LTC Benefit! Jun 29, 2023

We have a brand new carrier hosting this week’s product call! Kyle Chontos & Christian Rivera Lopez from Nationwide will be joining us to cover their CareMatters II UL policy with a cash indemnity LTC benefit. You won’t want to miss the features of this unique product.

John Gibbons Covers Mutual of Omaha’s LTC Product Jun 22, 2023

This week’s call will be hosted by John Gibbons, LTC Sales Director with Mutual of Omaha. If you’ve had clients ask you about Long Term Care coverage, you don’t want to miss this webinar! John will be covering the specifics of Mutual of Omaha’s LTC product.

Liberty Bankers' Final Expense Product with Mark Aremia Jun 15, 2023

On this Product Call, Mark Aremia from Liberty Bankers covers their final expense product and how it is unique. Tune in to learn how this product can help your clients!

Sales Training & President's Club Benefits with Clay Mertes! Jun 08, 2023

This week's Product call is hosted by Clay Mertes, who will be focusing on sales training and the benefits of the President's Club. If you've been considering how the President's Club could change your business, this is a great opportunity to learn more!

Boost Your Annuity Sales with Chris Norris! Jun 01, 2023

A golden opportunity is knocking at your door this week! Chris Norris, our product call host, is eager to share essential insights to boost your annuity sales. With his annuities cheat sheet in hand, consistent success is within your reach. Stay tuned, don't miss this valuable session!

American Amicable's Term Made Simple with Pete Mejia May 25, 2023

This week's product call is hosted by Pete Mejia from American Amicable. Pete will cover their very unique final expense product with the Everest funeral concierge program build in and their extremely competitive non-med term, Term Made Simple!

Mastering IUL ATM with Gina Hawks May 18, 2023

Join us for this week's Product Call, hosted by the incredible Gina Hawks! Gina will be covering IUL ATM and showing you how to effectively communicate the benefits of IULs to your clients.

Maximize Conversion Rates & Achieve Lightning-Fast Licensing with Xcel May 11, 2023

Are you looking to get new agents started as fast as possible? Join us for this week's product call hosted by Michael Goff from Xcel. Michael will be covering the best practices to maximize conversion rates and get new agents licensed FAST!

SureBridge's Dental, Vision, and Short Term Medical May 04, 2023

Join us for this week's product call hosted by Seth Groff from SureBridge. Seth will be discussing dental, vision, and short term medical insurance. Don't miss out on this opportunity to learn more about how these important products can benefit your clients!

Great Western is doing DOUBLE POINTS for New Zealand Apr 27, 2023

This week's product call will be hosted by Aaron Young with Great Western. If you were at A View from the Edge, you heard it announced that Great Western is doing DOUBLE POINTS for New Zealand in the month of May! Be on the call to make sure you know how ALL of your clients ages 40-80 will ALWAYS qualify for a Great Western final expense product.

New Columbus Life Product: IUL Now! Apr 13, 2023

Don't miss out on this week's product call hosted by Columbus Life! Join us as they present their latest offering, the simplified issue IUL, IUL Now. Learn how this product can benefit your clients and help you grow your business.

NLG's NEW Business & Underwriting System is Here Apr 06, 2023

Are you looking for ways to streamline your underwriting process? Look no further than this week's product call, hosted by Devon Martin from NLG. Devon will be introducing their new Business & Underwriting system, and providing valuable insights on how to communicate effectively to get your cases issued faster.

NEW Product Alert: UHC AccidentWise! Mar 30, 2023

Seth Groff from UHC/SureBridge will be hosting this week’s Product Call to go over the new UHC AccidentWise product. This product is brand new and replaces the SureBridge Accident Companion product!

Learn How to Get Multiple Apps in the Home! Mar 23, 2023

Join us this week for an insightful product call with Belle Crause. Belle will be sharing her expert tips and strategies on how to make the most of the Alliance arsenal and get multiple apps in the home. You won't want to miss it!

How to Book More Appointments Mar 16, 2023

Don't miss out on this week's Product Call hosted by none other than Marcus Richardson! Join us today as Marcus shares his invaluable phone script and training tips for booking appointments. Get ready to learn from one of the top players in the industry and take your appointment booking skills to the next level!

Learning About Mutual of Omaha Mar 09, 2023

In this week’s product call we will be covering what you need to know about Mutual of Omaha, and Mutual of Omaha's Indexed Universal Life products.

NEW Product Alert: UHC AccidentWise! Mar 03, 2023

Seth Groff from UHC/SureBridge will be hosting this week’s Product Call to go over the new UHC AccidentWise product. This product is brand new and replaces the SureBridge Accident Companion product!

Advanced Concepts for Indexed Universal Life Mar 02, 2023

This week’s product call will be hosted by Gina Hawks. She’ll be covering advanced concepts for Indexed Universal Life!

Royal Arcanum Graded Final Expense Feb 23, 2023

This week’s product call will be hosted by Nicole Lescadre from Royal Arcanum. She’ll be covering all of the details on their graded final expense product & demonstrate how to do the eapp!

Columbus Life's NEW IUL Product Feb 16, 2023

Adam Hart & Mike Gerlach from Columbus Life will be hosting this week’s product call. They’ll be covering their IUL product & announcing an exciting new IUL with NO medical exams!

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Brand New Annuity Product with Atlantic Coast Feb 09, 2023

On this week's Prodcast, join Chris Norris from BACM and Biff Baker from Atlantic Coast as they announce a brand new annuity product! Learn all the details of this product, and how you can use BACM to help you better serve your clients, and close more annuity cases!

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How to Use The Alliance Underwriting Tool Feb 02, 2023

Have you ever wanted one place where you can put in a client’s age, sex, smoking status, height/weight, medications & medical conditions & find the companies that may accept that client? Well, we have that! It’s called the Alliance Underwriting Tool. Join Gina Hawks on this week’s Product Call to find out how to use the tool!

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CFG's Competitive Term & Final Expense Products with Rick Relf Jan 26, 2023

On this week's episode of The Alliance U PRODcast, you'll hear Rick Relf from Columbian Financial Group as he covers CFG's competitive Term and Final Expense products.

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