Shows
The Alliance U PRODcast11-13-2025 - Product Call - Nassau Annuities: Income for LifeBoost Your Business with Nassau Annuities | Brendan Russell's Expert Insights Brendan Russell, a national wholesaler for Nassau Annuity Company, shares his expertise with the Alliance team, discussing how Nassau can help grow their business. Get insights into Nassau's rich history, financial stability, and unique product offerings designed for client-specific needs in growth, income, care, and family. Learn about the benefit of using Nassau's mobile application, the elite program for higher commissions, and various income contracts that ensure guaranteed income streams. Brendan also highlights Nassau's commitment to flexibility and customer service, offering practical tips for engaging clients in annuity sales. Ideal...
2025-11-1346 minThe Alliance U PRODcast11-06-2025 - Product Call - Exploring Heartland National AnnuitiesHeartland National's Ancillary Products Overview with Campbell Newby: Cancer, Home Healthcare, and Hospital Indemnity Join Gina Hawks as she introduces special guest Campbell Newby from Heartland National in this comprehensive webinar. Campbell discusses Heartland's range of ancillary products, including hospital indemnity, cancer, heart attack and stroke coverage, and short-term home healthcare. Learn about these offerings' key features, rate structures, and available rider options. Campbell also provides insights into Heartland National's background, including their journey into the annuity space, making this an essential viewing for agents looking to expand their product knowledge and better serve their clients. Stay tuned for critical...
2025-11-061h 01The Alliance U PRODcast10-29-2025 - Product Call - Maximizing Client Benefits: The Latest from TransamericaTransamerica's New FF IUL 2 Express: A Comprehensive Overview with Scott Grode Join Scott Grode, RVP at Transamerica, as he introduces the new FF IUL 2 Express launched on October 16th. This session covers key features, application processes, and unique advantages of the FF IUL 2 Express, a 100% instant decision life insurance product. Scott also provides crucial contact information, discusses product specifications, and showcases a demo of the application flow. Additionally, get insights into underwriting standards, customization options, and customer support improvements. This video is essential for agents looking to understand the latest in Transamerica's life insurance offerings.
2025-10-3142 minThe Alliance U PRODcast10-23-25 - Product Call - Understanding Medicare Changes with HumanaImportant Updates on Medicare Cards and Eligibility Changes: Special Training with Humana Experts Join Gina Hawks from the Alliance alongside special guests Kevin and Melissa from Humana for an essential training session. This video discusses significant changes in 2026 related to clients qualifying for Medicare food cards, utility cards, and other benefit cards. Learn about the new requirements, including the necessity for clients to have critical conditions to qualify for these benefits. The session also covers the specifics of the new CMS changes, tips for ensuring client satisfaction, and insights into how Humana's procedures align with these updates. Ensure your clients...
2025-10-2343 minThe Alliance U PRODcast10-09-2025 - Product Call - Liberty Bankers Hospital ImdemnityMastering Senior Market Insurance: Tips, Products, and Strategies with Mike from Liberty Bankers Join Mike from Liberty Bankers as he guides you through the ins and outs of selling ancillary insurance products with a focus on the senior market. With over 20 years of experience, Mike shares his expertise on hospital indemnity, cancer plans, and more. Learn valuable marketing tips, product details, and how to effectively offer solutions to your clients. This comprehensive webinar covers everything from product comparisons and benefits to quoting systems and underwriting processes. Perfect for both new and seasoned agents looking to enhance their offerings and better...
2025-10-0952 minThe Alliance U PRODcastProduct Call - 07-18-2025 - Transamerica Just Made a Big MoveSteve Weber from Transamerica is revealing updates on Final Expense, plus their brand-new signing methods that make writing business faster, simpler, and more profitable. This is a rare chance to hear it straight from the source.
2025-09-1832 minThe Alliance U PRODcast09-11-2025 - Product Call - New Product Drop: Hospital Indemnity ProductThis week's Product Call is one you don't want to miss! 🚨 Trisha Main from Mutual of Omaha will guide us through their brand-new Hospital Indemnity product—a timely solution with Medicare AEP just around the corner. 👉 Why it matters: Covers hospital stay co-pays tied to Medicare Advantage plans Great option for non-Medicare clients looking to reduce out-of-pocket costs Competitive features your clients will love
2025-09-1139 minThe Alliance U PRODcastNew Product Drop: Intelligent Choice IULJoin us for this week's product call as Roberto Silva from American Amicable introduces their brand-new Indexed Universal Life product, Intelligent Choice. Built with flexibility, protection, and growth in mind, Intelligent Choice is designed to deliver real solutions for your clients' needs today and tomorrow. Here's what you'll learn on the call: ✅ Flexible Premiums to fit a wide range of needs ✅ Two Death Benefit Options: Level or Increasing ✅ Market-Linked Growth tied to the S&P 500® with downside protection ✅ Living Benefit Riders included at no cost ✅ 20-Year No Lapse Guarantee for peace of mind ✅ Simplified Issue with instant underwriting decisions Be there this Th...
2025-09-0443 minThe Alliance U PRODcast08-28-2025 - Product Call - New Product Drop: Foresters Live Well Plus Whole LifeIntroducing Foresters LiveWell Plus: New Whole Life Product Overview & How It Works Join Gina Hawks from The Alliance as she introduces Jim Tom, National Sales Specialist, who provides a comprehensive overview of Foresters' new whole life product, LiveWell Plus. This episode covers the features, benefits, and digital end-to-end process of the new product, including guaranteed level premiums, death benefits, and cash values. Jim also discusses various scenarios, underwriting guidelines, and additional member benefits. Tune in to learn how this innovative product can help with cash accumulation and wealth transfer strategies.
2025-08-2855 minThe Alliance U PRODcast08-21-2025 - Product Call - Safe. Predictable. Competitive: Introducing Ohio State Life's NEW MYGASafe. Predictable. Competitive: Introducing Ohio State Life's NEW MYGA This Thursday, don't miss a special Product Call with Chris Norris introducing Brian Graime from Ohio State Life. They'll be diving into their Multi-Year Guarantee Annuities (MYGA) — a strong option for clients who want: ✅ Safe savings ✅ Predictable growth ✅ Highly competitive rates
2025-08-2147 minThe Alliance U PRODcastUnlocking the Power of President's Club: Member Benefits and BeyondJoin Clay Mertes and Lucero Diaz in this engaging, podcast-style presentation as they delve into the myriad benefits of the President's Club at The Alliance. Discover exclusive tools and resources, including ZipRecruiter ads, AM Cards, WebPress videos, and the innovative go high-level CRM system. Learn how these benefits can streamline your recruiting, enhance sales, and maximize your business's potential. Whether you're a seasoned member or new to the club, this video is packed with actionable insights and special promotions tailored to elevate your success. Don't miss this in-depth guide to harnessing the full power of President's Club!
2025-08-1459 minThe Alliance U PRODcast07-31-2025 - Mastering Referrals with James Coleman | The Alliance Product CallIn this episode of The Alliance Product Call, James Coleman shares his journey with The Alliance and his expertise in generating referrals. With first-hand experiences and practical advice, James dives deep into his methodology for securing referrals from clients, the importance of maintaining client relationships, and strategies for maximizing return on investment. He discusses overcoming common challenges, shares his personal scripts and techniques, and answers participant questions about best practices. This session is perfect for agents looking to enhance their client engagement and boost their sales through effective referral systems.
2025-07-3157 minThe Alliance U PRODcast07-24-2025 - Product Call - American Amicable's Security Solution Whole Life Product ExplainedThis week's product call will be hosted by Roberto Silva from American Amicable & Nick Greco. They're going to be covering the American Amicable Security Solution whole life product & how to help your clients who are interested in the infinite banking concept with this product. Tune in today to learn more!
2025-07-2443 minThe Alliance U PRODcast07-10-2025 - Product Call - Master the Basics, Close More Sales with Stephen DaviesJoin Stephen Davies on Today's Product Call as he breaks down the basic principles that drive successful sales—the same fundamentals he's used to build a powerhouse business. Whether you're new to the game or looking to get back on track, this is the kind of back-to-basics training that makes a real difference in your results. Don't miss it!
2025-07-1159 minThe Alliance U PRODcast07-03-2025 - Product Calls - Mastering In-Home Appointments with Michelle JonesIn this detailed session, Michelle Jones from Tampa, Florida, shares her experiences and insights on the in-home sales process. Michelle covers the five key components of a successful in-home sales visit: connection, green sheet, why, edify, and budget. Drawing from her own journey and practical tips, she emphasizes the importance of building genuine connections, understanding client needs, and handling objections effectively. Michelle offers step-by-step guidance on engaging with clients, collecting essential information, and presenting options that resonate. She also highlights the value of continuous learning and the art of leveraging personal and client stories to build trust. Whether you're new...
2025-07-0357 minThe Alliance U PRODcastBuilding Trust and Closing Deals | Sales Training with Jake JosephJoin Jake Joseph from The Alliance Family for an in-depth sales training session where he shares valuable strategies and personal anecdotes to help new and experienced agents improve their sales techniques. Learn how to build trust, ask the right questions, and make your sales stick. Jake also covers the importance of reading, attending events, and the mindset needed to succeed. Get tips on how to transition from bond and rapport to discussing life insurance, how to control conversations, and how to handle objections before they arise. Don't miss out on these insights and practical advice to elevate your sales...
2025-06-2659 minThe Alliance U PRODcastF&G Annuities ExplainedJoin Justin Warnke from the F&G Annuity Sales Team as he shares insights into F&G's comprehensive product lineup and solutions for clients. In this episode, Justin covers various annuity options including the Safe Income Advantage, Accelerator Plus, Performance Pro, and F&G 123. Learn about the features, benefits, and strategies for utilizing these products to meet your clients' needs for guaranteed income, hybrid growth, and legacy planning. Dive deep into product comparisons, income multipliers, premium bonuses, and death benefit solutions tailored for different client scenarios. Stay tuned for practical tips on applications, case designs, and utilizing F&G's...
2025-06-1244 minThe Alliance U PRODcastHow to Work Smarter with The Right LeadsIn this comprehensive guide, our expert speaker dives into the intricacies of lead types, how to navigate lead websites, and the importance of investing in your business. Gain insights into successful sales and marketing strategies with personal anecdotes and success stories that underscore the value of goal setting, mentorship, and positivity. Learn the benefits of different lead options, such as direct mail, internet, and subscription-based leads, and discover how to effectively manage and grow your business for consistent and predictable sales outcomes
2025-06-051h 01The Alliance U PRODcast05-29-2025 - Product Call - F&G IUL Illustrations Explained with Gina HawksGina Hawks is hosting this week's product call and going over how to do F&G IUL illustrations. She'll walk you through step-by-step how to run effective illustrations, answer common questions, and help you better understand how to position this product with your clients!
2025-05-3055 minThe Alliance U PRODcastHow to Sell Annuities with Eric BellaireEric Bellaire is hosting today's Product Call and diving into one of the most powerful tools in your financial toolbox: annuities. He'll show you how to position them, how to explain them clearly to clients, and how to make them a bigger part of your business. If you've been leaving annuity money on the table, this call will help fix that.
2025-05-221h 01The Alliance U PRODcastMastering the Annexus Nationwide Annuity with Chris NorrisThis week's product call will be hosted by Chris Norris & Austin Imhof from Annexus. They'll be covering the details of the Annexus Nationwide annuity & how this product can help your clients. Don't miss this chance to learn firsthand how to position this powerful tool in your sales conversations.
2025-04-171h 02The Alliance U PRODcastMastering the Annexus Nationwide Annuity with Chris NorrisThis week·s product call will be hosted by Chris Norris & Austin Imhof from Annexus. They·ll be covering the details of the Annexus Nationwide annuity & how this product can help your clients. Don·t miss this chance to learn firsthand how to position this powerful tool in your sales conversations.
2025-04-101h 00The Alliance U PRODcastMutual of Omaha's IUL Express Explained with Derek WiedenmeyerThis week·s Product Call is hosted by Derek Wiedenmeyer from Mutual of Omaha! He·ll be diving into their highly competitive IUL Express product and showing you how to use it to better serve your clients. Don·t miss this chance to sharpen your skills and expand your offerings!
2025-03-271h 00The Alliance U PRODcastGrow Your Business with Annexus AnnuitiesThis week·s product call will be hosted by Chris Norris & Austin Imhof from Annexus. They·ll be covering the powerful annuity products you have access to through Annexus. Don·t miss this chance to learn how these products can help you serve more clients and grow your business!
2025-03-2055 minThe Alliance U PRODcastForester's PlanRight Updates and Text-to-Sign Process ExplainedForester's PlanRight Updates and Text-to-Sign Process Explained In this informational session led by Bruce Barak, updates to Forester's PlanRight product are detailed, including the transition to text-to-sign for electronic applications and the removal of telephone interviews for eligibility. Discover the various electronic signature methods available and their specific requirements. Bruce also provides a comprehensive overview of the features and application processes for Forester's other life insurance products, emphasizing the convenience and benefits they offer. This session is filled with valuable insights for agents on maximizing efficiency and compliance in their operations.Â
2025-03-1353 minThe Alliance U PRODcastUnlocking Simplicity: Lincoln Financial's Annuity Offerings ExplainedIn this comprehensive presentation, delve into Lincoln Financial's innovative and client-friendly annuity products. Learn about the key principles of simplicity, protection, and growth through their OptiBlend fixed indexed annuity. Explore how trigger strategies provide safe, simple, and predictable returns, and their unique daily risk control strategy that offers exceptional trigger rates. Discover Lincoln's simplified Roth conversion process and the benefits of non-qualified stretch annuities. Ideal for financial professionals seeking to offer clients straightforward and secure investment options.
2025-03-0656 minThe Alliance U PRODcastNASSAUThis week·s product call will be hosted by Brendan Russell with Nassau Re. He's going to be going over some of the competitive annuities that Nassau Re has and how to help your clients with them. Tune in to learn more!
2025-02-2746 minThe Alliance U PRODcastFirst Look at F&G's Latest AnnuityThis week's product call will be hosted by Justin Warnke with F&G, and he·ll be diving into F&G·s newest and exciting annuity product. He·ll break down what makes this product stand out and how it can benefit your clients. You don·t want to miss this opportunity to stay ahead of the game!
2025-02-2048 minThe Alliance U PRODcast02-13-2025 - Product Call - Dive Into Transamericas New FE Express Product with Steve WeberIn 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...
2025-02-1342 minThe Alliance U PRODcast02-06-2025 - Product Call - Annuity Solutions with Long-Term Care BenefitsJoin 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.
2025-02-0650 minThe Alliance U PRODcastTransition to UHOne: Products You Need to KnowJoin 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!
2025-01-301h 00The Alliance U PRODcastTransitioning from SureBridge to UHOne: What You Need to KnowBobbi 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!
2025-01-161h 02The Alliance U PRODcastHelping Clients with Medicare: Tips from Eric BellaireEric 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!
2025-01-0954 minThe Alliance U PRODcastF&G's IUL illustrations with Gina Hawks: Product Call 01/02/25Join 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!
2025-01-0259 minThe Alliance U PRODcastIn-Home Appointments Explained with Marcus Richardson: Product Call 12-26-24This 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!
2024-12-261h 00The Alliance U PRODcastSingle Premium Life Made Simple with Gina Hawks: Product Call 12-19-2024Gina 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!
2024-12-1949 minThe Alliance U PRODcastAnnexus Annuity Updates with Austin Imhof: ProductCall 12-12-24Austin 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!
2024-12-1221 minThe Alliance U PRODcastNational Life Group's NEW Annuities Explained with Chris NorrisJoin 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...
2024-12-0559 minThe Alliance U PRODcastGuide to Policy ReviewsMarvin 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...
2024-11-2158 minThe Alliance U PRODcastReferrals Made SimpleMastering 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...
2024-11-1552 minThe Alliance U PRODcastForesters PlanRight Final Expense Changes ExplainedBruce 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.
2024-10-0358 minThe Alliance U PRODcastWellabe's Short Term Care Product ExplainedThis 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.
2024-09-2657 minThe Alliance U PRODcastMedicareCenter Reporting Explained with Gina HawksJoin 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.
2024-09-1951 minThe Alliance U PRODcast09-12-2024 - Product Call - Medicare 101 with Gina HawksGina 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).
2024-09-121h 02The Alliance U PRODcastEstate Planning Intake Appointments Explained with Belle CrauseThis 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.
2024-09-0653 minThe Alliance U PRODcastAmerican Amicable's Simplified Term & Final Expense Products ExplainedThis 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.
2024-08-2957 minThe Alliance U PRODcastCorebridge's New Application Process & Final Expense Products ExplainedThis 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.
2024-08-2235 minThe Alliance U PRODcastMoO's IUL Express Product ExplainedDerek 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!
2024-08-1559 minThe Alliance U PRODcastUHC's Ancillary Health Products ExplainedThis 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!
2024-08-0851 minThe Alliance U PRODcastForesters' New Your Term Product Explained with Bruce BurakThis 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.
2024-07-2553 minThe Alliance U PRODcastBoost Your Annuity Sales with Annexus 07/18/24Annexus 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!
2024-07-1839 minThe Alliance U PRODcastRoyal Neighbors Final Expense Products with Darcy SmithDarcy 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!
2024-06-2734 minThe Alliance U PRODcastColumbus Life's IUL Now Explained with Ward CarsonWard 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.
2024-06-2041 minThe Alliance U PRODcastNew Citizens/CICA Products with Gina HawksGina Hawks will be hosting this week's product call! She will be covering the new Citizens/CICA final expense & guaranteed issue products.
2024-06-1349 minThe Alliance U PRODcastNationwide Annuity Explained with Annexus-Product call-06/06/24Annexus 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.
2024-06-0754 minThe Alliance U PRODcastExciting Leads Announcements with Andy AlbrightAndy 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! Â
2024-05-301h 042024-05-231h 14The Alliance U PRODcastExciting New Annuity Products from AnnexusThis 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!
2024-05-161h 29The Alliance U PRODcastParticipate to GrowGet 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.
2024-05-1053 minThe Alliance U PRODcastHow to Make Additional Sales in the HomeMike 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!
2024-05-0938 minThe Alliance U PRODcastTop-Notch Sales Training with Jake & VeRae JosephTune 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.
2024-05-021h 02The Alliance U PRODcastLIVE Tour of Lincoln World Headquarters 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!
2024-04-2548 minThe Alliance U PRODcastMastering Sales Strategies for Diverse Personalities with Jeff BrightJeff 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!
2024-04-1853 minThe Alliance U PRODcastCFG's Permanent Protector Explained 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.Â
2024-03-2143 min2024-03-1440 minThe Alliance U PRODcastHow To Use The Alliance Underwriting Tool with Gina HawksGina 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!
2024-02-2953 minThe Alliance U PRODcastHow to Review a Policy with Eric BellaireThis 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!
2024-02-2255 minThe Alliance U PRODcastHMA Updates with Robbie Craft & Elliot GorogThis 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.
2024-02-1540 minThe Alliance U PRODcastHeartland Financial's Multi-Year Guaranteed Annuity ExplainedChris Norris and a new Annuity Carrier, Heartland financial. They will be covering their multi year guaranteed annuity.
2024-02-0851 minThe Alliance U PRODcastRoyal Neighbors' NEW Final Expense Portfolio Explained!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.
2024-02-0146 minThe Alliance U PRODcastAssurity Life Products ExplainedThis 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.
2024-01-181h 05The Alliance U PRODcastHow the Best Have Won with Our ProductsEric is going to be talking about how some of the best in the business have won with our vast suite of products.
2024-01-1145 minThe Alliance U PRODcastF&G IUL Illustrations with Gina HawksThis 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.
2024-01-0559 minThe Alliance U PRODcastIULs VS. Annuities with Belle CrauseBelle 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!
2023-12-2957 minThe Alliance U PRODcastFinancial Literacy 101 with Chris NorrisThis 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!
2023-12-2250 minThe Alliance U PRODcastCommon IUL Questions Answered with Gina Hawks 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!
2023-12-1458 minThe Alliance U PRODcastMoO's IULE ExplainedGina 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.
2023-12-0748 minThe Alliance U PRODcastBACM & F&G Cover F&G's Most Popular Annuities!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.
2023-11-3059 minThe Alliance U PRODcastWellabe's Hospital Indemnity Coverage ExplainedThis 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
2023-11-1349 minThe Alliance U PRODcastThe Alliance System Explained with Terry EdwardsThis 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!
2023-11-0257 minThe Alliance U PRODcastMutual of Omaha's Final Expense Product Changes ExplainedThis 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.
2023-10-2659 minThe Alliance U PRODcastMaximizing Secondary Sales with Belle CrauseThis 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!
2023-10-1957 minThe Alliance U PRODcastTransamerica's Final Expense Product Changes ExplainedThis 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.
2023-10-1247 minThe Alliance U PRODcastImportant Medicare InformationGina 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.
2023-10-051h 00The Alliance U PRODcastAmerican Amicable's SafeCare Product Explained!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.
2023-09-2143 minThe Alliance U PRODcastMaximizing Client ProtectionThis 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.
2023-09-1449 minThe Alliance U PRODcastMedicare Quoting & Enrollment with Gina Hawks!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! Â
2023-09-081h 00The Alliance U PRODcastMedico's Hospital Indemnity Product Explained! 8-31-2023This 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!
2023-08-3136 minThe Alliance U PRODcastProduct Call - F&G's Electronic Application Wizard Explained (08-24-2023)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!
2023-08-2448 minThe Alliance U PRODcastF&G Pathsetter IUL & Illustrations with Larry MallekThis 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!
2023-08-171h 05The Alliance U PRODcastCompound Your Activity with Marcus Richardson!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!
2023-08-1055 minThe Alliance U PRODcastNorth American's Cash Accumulating IUL & New Crediting Strategy ExplainedThis 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!
2023-08-0354 minThe Alliance U PRODcastTop-Tier Sales Training with Belle Crause!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
2023-07-271h 02The Alliance U PRODcastCorebridge's Final Expense Product Portfolio ExplainedJoin 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.
2023-07-2027 minThe Alliance U PRODcastF&G Annuities & Business Processing with BACMGear 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.
2023-07-061h 01The Alliance U PRODcastNationwide's CareMatters II UL with Cash Indemnity LTC Benefit!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.
2023-06-2946 minThe Alliance U PRODcastJohn Gibbons Covers Mutual of Omaha's LTC ProductThis 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.
2023-06-2249 minThe Alliance U PRODcastLiberty Bankers' Final Expense Product with Mark AremiaOn 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!
2023-06-1515 min