The Alliance U PRODcast

Latest Episodes:

02-13-2025 - Product Call - Dive Into Transamericas New FE Express Product with Steve Weber Feb 13, 2025

Show notes

In this week's product call at the Alliance, Transamerica joins to introduce their new contests and provide a detailed overview of the FE Express product. The call begins with an introduction to the multiple contests launched at NatCon, including the First to Five Challenge, Top 20 Producers Challenge, and the First 25 Apps Challenge, with incentives like cash prizes and credit towards trips. Steve Weber, National Sales Manager at Transamerica, and Scott Grody, RVP, present an in-depth PowerPoint on FE Express, covering underwriting rules, application processes, and upcoming enhancements such as a simplified remote signature process. They also discuss how Everest Funeral Concierge services can be a game-changer for agents. The session concludes with an interactive Q&A, addressing various queries on underwriting, policy drafts, social security billing, and more.

02-06-2025 - Product Call - Annuity Solutions with Long-Term Care Benefits Feb 06, 2025

Show notes

Join us for this week's product call, hosted by Chris Norris! He'll dive into annuity options that include Long Term Care benefits — a smart solution for your estate planning and senior clients. Don't miss this opportunity to gain insights that can help better serve your clients' needs.

Transition to UHOne: Products You Need to Know Jan 30, 2025

Show notes

Join Gina Hawks and special host Bobby Joe Massey from UnitedHealthcare (UH1), formerly known as Shorebridge, for an engaging Thursday product training call. Bobby Joe delves into various UH1 products, detailing the transition from SureBridge to Golden Rule platform, and the necessary steps for re-contracting. Learn about the changes and detailed benefits of products like AdvantageGuard, Critical Guard, AccidentWise, DentalWise, VisionWise, and HospitalWise. Don't miss out on understanding pre-existing conditions, issue ages, benefits, and more to effectively help your clients. Ideal for agents preparing for the weekend transition!

Transitioning from SureBridge to UHOne: What You Need to Know Jan 16, 2025

Show notes

Bobbi Jo Massey from UHOne is hosting this week·"s Product Call! While we've been successfully selling ancillary products under the SureBridge name for some time, they·re now under the name UHOne. The great news? UHOne still offers a wide range of comparable products, and Bobbi Jo will walk us through the new agent website during today's training. Don't miss it!

Helping Clients with Medicare: Tips from Eric Bellaire Jan 09, 2025

Show notes

Eric Bellaire will be hosting this week's product call. He's going to be talking about all the things you need to know to be able to help your clients with Medicare throughout the year. Tune in to learn more!

F&G's IUL illustrations with Gina Hawks: Product Call 01/02/25 Jan 02, 2025

Show notes

Join us for this week's Product Call with Gina Hawks as she goes over how to do IUL illustrations with F&G. It's a great chance to learn and sharpen your skills to help more clients—don't miss out!

In-Home Appointments Explained with Marcus Richardson: Product Call 12-26-24 Dec 26, 2024

Show notes

This week's product call will be hosted by Marcus Richardson. Marcus covered mindset for the in-home appointment on last week's Activity Call, and on this week's Product Call he'll be covering details on how to do the in-home appointment. You do not want to miss this valuable training!

Single Premium Life Made Simple with Gina Hawks: Product Call 12-19-2024 Dec 19, 2024

Show notes

Gina Hawks is hosting this week's Product Call! She'll be covering our single premium life products and sharing how to use them effectively with your estate planning clients and everyday clients. Tune in today to learn more!

Annexus Annuity Updates with Austin Imhof: ProductCall 12-12-24 Dec 12, 2024

Show notes

Austin Imhof from Annexus is hosting this week's Product Call! He'll provide the latest updates and a quick review of the Annexus annuity product lineup. Plus, Austin will share insights on staying motivated through the holidays and setting yourself up for a strong start in the new year. Don't miss it!

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

Show notes

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.

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