The Alliance U PRODcast

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

Show notes

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.

Product Call - They Served Us. Now It's Our Turn. - 04-09-26 Apr 09, 2026

Show notes

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.

Product Call - XCEL's Licensing Pathway - 04-02-2026 Apr 02, 2026

Show notes

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

Product Call - The Hidden IUL Opportunity with F&G Everlast - 03-26-2026 Mar 26, 2026

Show notes

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.

02-26-2026 - Product Call - Annexus Brand-New Accumulation Strategy with S&P 500 Options Feb 26, 2026

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02-19-26 - Product Call - American Amicable's Intelligent Choice Just Got Faster Feb 19, 2026

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Pete Mejia from American Amicable is breaking down their Simplified Issue IUL , Intelligent Choice , and introducing a major upgrade that will help you move quicker and close more confidently. 🚀 Introducing: Express Quote This enhancement makes quoting faster and simpler, right on the spot. ✔ Fewer Clicks – Express Quote defaults to the most popular quoting options so you can move fast. ✔ More Flexibility – Seamlessly switch to Advanced Quote when you need full customization on riders, face amounts, and premium options.

Product Call: Annexus Annuity Portfolio - 02-05-2026 Feb 05, 2026

Show notes

Maximizing Annuity Sales with Integrity Advisory Solutions and Annexus Join Chris Norris from Integrity Advisory Solutions as he hosts a deep dive into annuities with special guests Stephanie, Alex, and April from Annexus. They discuss the importance of not being afraid to ask questions, leveraging team support, and the unique offerings Annexus provides for product design and implementation. The team highlights two key products: Nationwide New Heights and North American Suite, detailing their features, guaranteed income, bonuses, and the comprehensive support available to agents. Key takeaways include using bonuses to offset tax implications, the uniqueness of the products, and leveraging aNexus as a partner for successful financial planning. This episode is a must-watch for agents looking to enhance their annuity sales and client offerings. Connect with Chris and the aNexus team for more personalized support and training opportunities.

Product Call - Mutual of Omaha Life Protection Advantage - 01-15-26 Jan 15, 2026

Show notes

Join Lauren Montag & Derek Wiedenmeyer from Mutual of Omaha on this week's Product Call. They're going to be focusing on the Mutual of Omaha Life Protection Advantage IUL which is used primarily for larger death benefits & cash accumulation as well as long term care.

12-18-2025 - Product Call - IntegrityConnect Live Demo Dec 19, 2025

Show notes

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

12-11-2025 - Product Call - Grow Your Toolkit: Live Training with Mediator Debt Solutions Dec 11, 2025

Show notes

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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