The Alliance U PRODcast: Recent Episodes

AllianceU Prodcast: Education, Sales Tips, Proven Results and Motivation

The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more!

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Gina 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!

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Eric 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.

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This 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.

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This 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.

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This 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!

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This 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!

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Forester'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.

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In 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.

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This 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!

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This 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!

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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.

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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.

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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!

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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!

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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!

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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!

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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!

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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!

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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!

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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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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.

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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.

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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.

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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.

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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.

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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).

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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.

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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.

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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.

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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!

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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!

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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.

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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!

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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!

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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.

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

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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.

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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!

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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!

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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.

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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!

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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.

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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!

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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!

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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.

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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!

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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!

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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.

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

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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.

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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.

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

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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.

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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!

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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!

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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!

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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.

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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.

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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

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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!

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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.

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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!

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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.

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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.

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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.

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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.

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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!

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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!

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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!

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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!

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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!

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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!

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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

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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.

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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.

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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.

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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.

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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!

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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!

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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!

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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!

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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.

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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!

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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!

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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.

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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.

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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.

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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!

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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!

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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!

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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.

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

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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!

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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! #ProductCall

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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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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! #AllianceUniversity

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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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On this week's episode of The Alliance U PRODcast, you'll hear from the team at Burlington Alliance Capital Management (BACM) and F&G Life to talks about annuities can help protect your clients retirement money.

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On this episode of The Alliance U PRODcast, your guest host Clay Mertes, of President's Club, wants to talk to you about how President's Club and a good lead flow can help you grow your business in 2023!

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On this episode of The Alliance U PRODcast, Gina Hawks will cover how you can properly read and explain IUL/UL illustrations to clients and your team. Learn from one of the best on this PRODcast.

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On this episode of The Alliance U PRODcast, your host Gina Hawks wants to share everything you need to know about F&G IUL illustrations.

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On this episode of The Alliance U PRODcast, your host Belle Crause shares how she writes a lot of business, but also keeps it on the books. Learn from one of the best in The Alliance to learn how to keep persistency high and, ultimately, be more profitable.

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Are you ready to saddle up, pony up and giddy up?

On this episode of The Alliance U PRODcast, your host Eric Bellaire shares tips and tactics for you to increase your sales before we head to Dallas, Texas for National Convention in January of 2023!

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On this episode of The Alliance U PRODcast, your guest host is Chris Norris, of BACM, who will share how you can increase your annuity production with some simple questions.

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On this episode of The Alliance U PRODcast, your host Gina Hawks will share how you can utilize all the resources provided by The Alliance to get your new agents started fast. Find out from Gina what you should be doing right out of the gate to get your team rolling quickly.

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On this episode of The Alliance U PRODcast, your host is Bryan Rojas, who wants to share how he helps clients and also gets referrals with the Emergency Response System. Find out how basic questions allows Rojas to help even more people via The Alliance's ERS.

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On this episode of The Alliance U PRODcast, Gina Hawks answers common questions about IULs.

She'll cover topics like:

  • What's the difference between option A & B?

  • How do I fund an IUL properly?

  • How do I explain the illustration?

You'll learn that and more from Gina on this special pod!

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@AndySAlbright

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On this episode of The Alliance U PRODcast, we are joined by Great Western's Jared Dance to talk about its final expense products. Learn what Great Western has to offer during this informative podcast.

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Andy Albright will be hosting this week's product call along with special guests Jay Csipkes & Pete Mejia from American Amicable. They have some VERY exciting news about an accidental death lead system & other things you won't want to miss!!

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On this episode of The Alliance U's PRODcast, your special guest is Seth Groff from SureBridge. He will discuss their supplemental products for hospital indemnity and critical illness that are great to help your clients with all their needs. He will also cover products that are ideal for younger clients ... even at age 0!!!

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On this episode of The Alliance U PRODcast, AIG's Larry Mallek will cover final expense products that can help you make sure your clients are taken care of regardless of health concerns.

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On this episode of The Alliance U PRODcast, Gina Hawks will be doing a demo on the MedicareCenter call recording, quoting and enrollment tool.

As you may have heard, all calls with Medicare beneficiaries MUST be recorded starting October 1, 2022.

MedicareCenter is the tool you’ll be using to record all calls. You’ll learn how to do the call recording as well as how to compare & quote plans within MedicareCenter. This training is a MUST for anyone who plans on selling Medicare products.

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On this episode of The Alliance U PRODcast, Michelle Kolin delivers Part 2 of "How To Use The ATM." She is back to show you how she does the rest of the ATM in the home to help clients.

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On this episode of The Alliance U PRODcast, your host Pete Mejia, from American Amicable, covers their new final expense product, Platinum Solutions.

This product has a unique funeral concierge service that sets them apart from every other final expense product!! Also, with reduced rates & excellent service, you’ll want to know all about these products!

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On this episode of The Alliance U PRODcast, Eric Bellaire comes to you with a special podcast to talk about all thing Medicare and AEP, which is coming before you even know it!

Listen as Bellaire helps get you ready for the upcoming Medicare season. He's going to share all kinds of info that will help you take care of your existing clients and soon-to-be new clients too!

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On this episode of The Alliance U PRODcast, Melissa Gwennap from Medico covers how to help clients with hospital indemnity, cancer and dental plans in order to give clients great additional coverage and get more apps in the home.

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On this episode of The Alliance U PRODcast, Michelle Kolin covers how an in-home presentation should go with your client. Find out more about building rapport, handling objections and how to close the sale! This call is just what you need!

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On this episode of The Alliance U PRODcast, F&G's Matthew Mundell and Tom Ross talk about the annuities you can offer clients with Amber Bowen of Burlington Alliance Capital Management.

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On this episode of The Alliance U PRODcast, AIG's Mike Sasaki tells you everything you need to know about their final expense products. AIG offers both simplified and guarantee issue products.

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On this episode of The Alliance U PRODcast, Robbie Craft explains how you can use the Financial Independence Engine worksheet to escape the rat race of life! Find out how this sheet can help you launch your business to the next level.

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On today’s episode of The Alliance Product Call, you’ll hear from Stephen Davies, who will be training on how to properly handle policy conversions for clients.

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On this episode of The Alliance U PRODcast, Gina Hawks shares what you should know about Royal Neighbors' Final Expense product, and how it can help your clients.

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On this episode of The Alliance U PRODcast, BACM's Chris Norris want to talk about the noticeable changes you can see in your client's retirement funds in today's economy.

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On this episode of The Alliance U PRODcast, your host Gina Hawks talks about all the tools provided by The Alliance to help agents when they are in the home with clients. Get up to speed during this podcast!

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On this episode of The Alliance U PRODcast, Great Western's Aaron Young covers his company's new final expense products. With this revamp of products, agents now have three products, including a guaranteed issue product, so the client gets a policy every time! No declines and a quick and easy e-app process. Tune in to learn more!

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On this episode of The Alliance PRODcast, Gina Hawks teaches us how to get ready to sell Medicare products during AEP and how you can start now!

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On this episode of The Alliance U PRODcast, North American's Char Tharaldson teaches you step-by-step ways to run illustrations for its IUL product.

Get ready to learn and take notes from Char on this great product offering.

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On this episode of The Alliance U PRODcast, Clay Mertes talks all things President's Club, including one huge benefit involving personalized sales training.

Tune in to learn more from Clay on this special call!

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On this episode of The Alliance U PRODcast, Chris Norris and Gina Hawks discuss some of the basics of annuities, such as the difference between qualified & non-qualified money, taxation and much more!

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On this episode of The Alliance U PRODcast, Chris Norris shares information on how you can make connections, find annuity money and help more clients.

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On this episode of The Alliance U PRODcast, Gina Hawks dishes everything you want to know about Universal Life policies and how they work.

Want to know how UL products differ from Index Universal Life products?

Gina has you covered on all fronts!

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On this episode of The Alliance U PRODcast, F&G's Josh Pancoast brings you step-by-step instructions about IUL illustrations. Tune in to learn everything you need to know about this F&G IUL product.

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On this episode of The Alliance U PRODcast, James and Cherish O'Barr breakdown the basics of Medicare. Learn from two of the best in The Alliance about how you can help clients who are eligible for Medicare.

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On this episode of The Alliance U PRODcast, Gina Hawks teaches you how to increase your income by selling multiple policies in the home with clients.

Find out how to make additional sales in the home for different types of policies like accidental death, hospital indemnity, critical illness and chidlren and grandchildren policies.

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On this episode of The Alliance U PRODcast, Great Western's Aaron Young shares valuable information about the company's three new Final Expense products.

You are going to learn about Level, Graded and Guarantee Benefits products. Get ready to take notes and learn about these great products that will help your clients.

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On this episode of The Alliance U PRODcast, our Product Specialist Gina Hawks covers the Medicare quoting and enrollment tool, Medicare Center!

This tool makes finding the best plan for your Medicare clients simple. If you haven't sold any Medicare plans yet, tune in to see how this is a gamechanger!

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On this episode of The Alliance U PRODcast, the Lead Performance Team's Ashland Davis offers inside info on how top producers book appointments with different lead types and how to get inside a home with leads!

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On this episode of The Alliance U PRODcast, Robbie Craft, Chief of ARC Operations, shows you how to use the new CRM Map feature to help increase your selling efficiency to both clients and leads. Plus, you'll learn about other CRM tips and tricks on the Today Tab, Tags, Notes, Docs, etc.

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On this episode of The Alliance U PRODcast, Mark Aremia of Liberty Bankers Life breaks down his company's final expense product so you can help more clients with coverage.

Liberty Bankers is one of The Alliance's newest carriers and you don't want to miss all the info Mark has to share in this call.

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On this episode of The Alliance U PRODcast, Gina Hawks gives you step-by-step info on illustrations for the North American IUL product.

Find out how you can help clients with this great product.

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On this episode of The Alliance U PRODcast, Tawny and Jason Carey share how to get through a "no" to get a YES!

Listen as they teach you the best way to handle phone objections.

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On this episode of The Alliance U PRODcast, Gina Hawks introduces Jamie Leon of Prosperity Life Group to talk about its term and final expense products. www.AndyAlbright.com

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On this episode of The Alliance U PRODcast, Eric Bellaire explains why you should be snatching up Medicare leads to help clients. These are the easiest leads to convert, according to Bellaire, who is a master when it comes to product knowledge.  Settle in and learn from one of the best in the biz!

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On this episode of The Alliance U PRODcast, Gina Hawks is joined by AIG's Mike Sasaki to talk about its final expense product.

You'll learn important product highlights and underwriting tools on this podcast. Don't miss out on this great product from our friends at AIG!

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On this episode of The Alliance U PRODcast, Marvin Osuna shares how he uses annual reviews with existing clients to help make sure they have the proper coverage they want and need. Marvin will explain to you how he protects clients and doesn't forget about them EVER! www.NAALeads.com

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On this episode of The Alliance U PRODcast, Gina Hawks talks to you about American Amicable and its products. She is joined on the PRODcast by top sales producers Megan Wood and Mark Hutcheson.

Grab a pen and paper and get ready to learn from Gina, Megan and Mark! You'll learn something new about these great products to help cover your clients.

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On this episode of The Alliance U PRODcast, Gina Hawks introduces the new North American Income Index Universal Life product now available to clients from The Alliance.  Get ready to take notes as you learn about this great new product! 

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On this episode of The Alliance U PRODcast, Jason and Tawny Carey share how you can use daily habits to help you stay focused and organized. Learn some easy tips they will offer to help you do that and grow personally and professionally.

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On this episode of The Alliance U PRODcast, Washington National's Andy Marlado and George Gehringer share information about the company's products.

Also, you'll hear from top producer Megan Wood, who will tell you how she helps clients with Washington National offerings.

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On this episode of The Alliance U PRODcast, Gina Hawks shares the answers to questions you have about IUL products!

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On this episode of The Alliance U PRODcast, Gina Hawks shares a new tool to help you help your clients.

Want to feel more comfortable in the home choosing a product for your client? Ever wanted a tool that can tell you which product to write based on age, state, height, weight, medicines, etc. all at the same time?

Gina has just the thing for you!

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On this episode of The Alliance U PRODcast, Ward Carson of Columbus Life tells you what you need to know about his company's IULs and why it matters.

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On this episode of The Alliance U PRODcast, Chris Norris shares how Burlington Alliance Capital Management can help you grow your annuity business by 10X!

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On this episode of The Alliance U PRODcast, Clay Mertes talks about the skills and strategies you need to make more sales with clients.

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On this episode of The Alliance U PRODcast, Gina Hawks shares the basics you should know about Index Universal Life plans and how they can help your clients.

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On this episode of The Alliance U PRODcast, F&G's Ben Holmes discusses the Pathsetter IUL product for tax-free retirement planning.

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On this episode of The Alliance U PRODcast, Eric Bellaire talks about the proper sales mindset. Discover how to get out there and succeed with clients.

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On this episode of The Alliance U PRODcast, NLG's Jim Moseley shares all you want to know about this great product.

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On this episode of The Alliance U PRODcast, Gina Hawks talks about marketing and selling Medicare.

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On this episode of The Alliance U PRODcast, Gina Hawks teaches how to use the MedicareCenter just in time for AEP!

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On this episode of The Alliance U PRODcast, Gina Hawks welcomes Cherish O'Barr to discuss the basics of Medicare in time for AEP!

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On this episode of The Alliance U PRODcast, Eric Bellaire shares all you need to know in order to sell Foresters successfully to clients.

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On this episode of The Alliance U PRODcast, Jeremy Patton shares how to write IULs and large cases for your clients.

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On this episode of The Alliance U PRODcast, Gina Hawks breaks down Columbus IUL illustrations for you!

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On this episode of The Alliance U PRODcast, Belle Crause talks about how to get your business placed and booked consistently. Placement and persistency matters when it comes to your success. Let Belle share how you can keep your business on the books!

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On this episode of The Alliance Prodcast, Gina Hawks introduces you to The Ohio State Life Insurance Company's Brian Graime to teach you about its annuity products.

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On this episode of The Alliance U PRODcast, your hosts Jason and Tawny Carey share how you can sell more insurance to more people.

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On this episode of The Alliance U PRODcast, Gina Hawks welcomes Jim Moseley of National Life Group to discuss its IUL and annuity products.

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On this episode of The Alliance U PRODcast, Gina Hawks introduces The Alliance to Ward Carson of Columbus Life's Ward Carson, who will share all you need to know about their Indexed Explorer Plus IUL product.

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On this episode of The Alliance U PRODcast, Gina Hawks welcomes F&G's Ben Holmes to talk about the ExecuDex IUL product.

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On this episode of The Alliance U PRODcast, Tawny Carey tells you all about the ERS Express and why it will make you more profitable.

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On this episode of The Alliance U PRODcast, Joe Walker shares what you need to know about IULs so you can help more clients.

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On this episode of The Alliance U PRODcast, Terry Edwards shares how you can use the four basics in the home with clients to get the results you desire.

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On this episode of The Alliance U PRODcast, Foresters' Bruce Burak shares the latest news on enhancements to coverage for clients with diabetes.

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On this episode of The Alliance U PRODcast, Marcus Richardson wants to give you the final expense sales tips you need to know.

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On this episode of The Alliance U PRODcast, Stephen Davies talks about selling conversions, plus other products from conversion appointments and working with your clients.

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On this episode of The Alliance U PRODcast, Belle Crause teaches you how to sell Universal Life products to your clients.

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On this episode of The Alliance U PRODcast, Marcus Richardson delivers all the tips and advice you need to know about helping clients with mortgage protection and final expense products.

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On this episode of The Alliance U PRODcast, Clay Mertes discusses how you can help clients who have bad health.

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On this episode of The Alliance U PRODcast, Joseph Dukes joins Gina Hawks to discuss how to effectively use the ARC CRM to grow your business and help clients.

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On this episode of The Alliance U PRODcast, Ward Carson of Columbus Life, our brand new carrier, trains you on these new products.

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On this episode of The Alliance U PRODcast, Robbie Craft lets you know what is new and improved with the ARC!

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On this episode of The Alliance U PRODcast, Chris Hill discusses the value in purchasing leads to help grow your business.

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On this episode of The Alliance U PRODcast, Gina Hawks discusses how to read, understand and explain NLG's IUL illustrations.

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On this episode of The Alliance U PRODcast, Gina Hawks shares what you need to know when it comes to understanding, reading and explaining UL and IUL illustrations.

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On this episode of The Alliance U PRODcast, Chris Norris offers up some big ideas for investing SMART this year.

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On this episode of The Alliance U PRODcast, Gina Hawks welcomes Pete Mejia to talk about American Amicable's term products, and to help you get your cases issued fast.

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On this episode of The Alliance U PRODcast, Mutual of Omaha's Kyle Gardner tell you all about the Critical Advantage coverage his company offers.

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On this episode of The Alliance U PRODcast, Gina Hawks shares how to run and explain IUL illustrations.

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On this episode of The Alliance U PRODcast, learn the basics of Medicare from United Healthcare sales directors Rodney Rains and Sheri Teoli.

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On this episode of The Alliance U PRODcast, Gina Hawks teaches you how to use the MedicareCenter tool to run quotes, find plans and maximize the CRM system.

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On this episode of The Alliance U PRODcast, Jason and Tawny Carey break down the principles to help you make more sales.

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On this episode of The Alliance U PRODcast, Gina Hawks tells you the difference between IULs and annuities.

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On this episode of The Alliance University PRODcast, Gina Hawks talks to you about AMERICO and some of the unique term products they offer your clients.

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On this episode of The Alliance U PRODcast, Burlington Alliance Capital Management's Chris Norris and NLG's Jim Moseley share new annuity product changes and how you can help your clients with annuities purchased with a lump sum, plus annuities that can be started with a monthly payment.

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On this episode of The Alliance U PRODcast, your host Gina Hawks will offer you tips to help you sell IULs.

Listen and find out who you can learn who is a prospect, how to find premium, how to book a second appointment, how to make the sale and much, much more!

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On this episode of The Alliance U PRODcast, Gina Hawks tells you all about the CVS final expense whole life product and how you can utilize it to help your clients.

Listen as Gina shares a ton of great info you need to know about this great product from our partners at CVS.

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On this episode of The Alliance U PRODcast, Americo's Will Coatney shares all the new final expense & term products we just introduced with Americo! These products offer great benefits like accidental death included, living benefits, return of premium, products designed to pay the monthly mortgage payment and MUCH more.

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On this episode of The Alliance U PRODcast, BACM's Chris Norris talks about upcoming annuity suitability changes that you should know to better help protect your clients and their money.

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On this episode of The Alliance U PRODcast, Gina Hawks goes over different types of universal life policies and the benefits of each type.

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On this episode of The Alliance U PRODcast, Gina Hawks is joined by Foresters' Bruce Burak to talk about a new product called Prepared II.

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On this episode of The Alliance U PRODcast, Gina Hawks talks with Occidental's Darren Sliva about new products just rolled out, basics of final expense and term products that you can use to help clients.

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On this episode of The Alliance U PRODCast, Chris Norris is joined by Belle Crause to cover important questions to help you help your clients with retirement planning.

To get your copy of The Alliance's new annuity book, "Safe Money" visit https://bit.ly/33HcCDW

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On this episode of The Alliance U PRODcast, host Gina Hawks talks about The Alliance's new partner Sons of Norway and its' Guaranteed Issue Whole Life product.

This new product is super exciting in that it allows us to help clients starting at age 0 who have health problems that typically disqualifies them for insurance. She also will be going over the specifics on the product as well as how to contract, quote & complete the e-app!

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On this episode of The Alliance U PRODcast, Gina Hawks tells you how you can utilize The Alliance's tools to grow your business. She'll cover what products to learn, how to pick a product, how to run quotes and how to sell multiple products to clients.

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On this episode of The Alliance U PRODcast, Gian Hawks is joined by BACM's Chris Norris to talk about how he can help maximize your income with annuities sales.

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On this episode of The Alliance U PRODcast, Seth Groff of SureBridge shares info about a number of products offered by his company.

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Terry Edwards covers the 3 critical components to sales and the recruiting process!

  1. How to get people to like you!
  2. How to build trust!
  3. How to find the need and fill it!

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On this episode of The Alliance U PRODcast, Robbie Craft and ExamFX's Mike Aldini show you how to get your new recruits through licensing class quickly and easily.

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On this episode of The Alliance U PRODcast, Gina Hawks covers how you can make IULs easy.

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On this episode of The Alliance U PRODcast, NLG's Devon Martin covers the basics of the NLG FlexLife IUL and how to run illustrations.

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On this episode of The Alliance U PRODcast, Product Specialist Gina Hawks and BACM's Chris Norris cover things like when money is qualified, when it isn't, taxation, what money can be reallocated to an annuity and much, much more!

This is the second part on this topic, following up on Part 1, which aired on Aug. 27, 2020 in EP:167 of the PROD.

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On this episode of The Alliance U PRODcast, Eric Bellaire shares all you need to know about selling Foresters' products and the benefits they offer to clients.

Listen as Eric tell you all about the many benefits that come with owning a policy with Foresters.

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On this episode of The Alliance U PRODcast, Megan Wood trains on how she is able to help clients find additional products they need beyond life insurance.

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On this episode of The Alliance I PRODcast, Robbie Craft offers up Part 3 of a series on The Alliance's ARC and what you need to know about it!

Get ready to take notes and learn what Robbie has to share with you on this PRODcast!

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On this episode of The Alliance U PRODcast, BACM's Chris Norris shares the basics of annuities that you need to know!

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On this episode of The Alliance U PRODcast, Phil Hebert brings you part 2 of his series on how to sell annuities 101.

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On this episode of The Alliance PRODcast, members of the Lead Performance Team talk to you about how to set yourself up for success through Geographic Marketing Requests (GMR).

Ashland Davis and Evan Lowdermilk from the LPT talk to you about finding your sweet spot for capturing leads to help you grow your business.

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On this episode of The Alliance U PRODcast, Gina Hawks will cover the hospital indemnity and critical illness products you can offer to clients. This is a great way to offer multiple types of policies when you meet with clients to help further protect against financial burdens involved with hospital stays and critical illnesses.

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On this episode of The Alliance U PRODcast, your host Phil Hebert shares how he has written $5 million in annuities. He will show you how YOU can do it too!

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On this episode of The Alliance U PRODcast, BACM's Chris Norris and NLG's Jim Moseley tell you about a new annuity product to help your clients.

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On this episode of The Alliance U PRODcast, Ben Holmes of F&G discusses the Pathsetter IUL product and how to run illustrations for clients.

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On this episode of The Alliance U PRODcast, Gina Hawks shares the NEW BrightFuture Children's Whole Life Product, as well as give you training on Foresters’ PlanRight Product and the e-app process!

This exciting new product will assist you with helping your clients! BrightFuture Children's Whole Life Product focuses on the parents or grandparents that can provide valuable coverage for their children & grandchildren at a very affordable cost! Tune in to find out more about these products and their additional details!

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On this episode of The Alliance U PRODcast, Robbie Craft tells you what the ARC does for agents and how to maximize its features in Part 2 of a series that started on May 14. Be sure to check out EP152 to hear Part 1 again.

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On this episode of The Alliance U PRODcast, Gina Hawks interviews one of our top IUL producers, Marvin Otzoy. He will explain how he has been rapidly selling IULs to people everywhere! Tune in to find out how you can do the same!

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On this episode of The Alliance U PRODcast, BACM's Chris Norris talks with Equitable's Paige Blaire about its new Denali annuity with life-time income product. Find out why it is easy for clients to understand and why it is easy for agents to explain.

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On this episode of The Alliance U PRODcast, Gina Hawks covers the basics of Medicare, Medicare Advantage and Medicare Supplement plans! This is a simple way to learn these products, as well as how to implement additional products, such as Hospital Indemnity and HMAs, into the conversation!

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On this episode of The Alliance U PRODcast, F&G's Ben Holmes talks about the Pathsetter IUL product.

Take notes as Holmes breaks down this product, shares sales ideas and underwriting information.

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On this episode of The Alliance PRODcast, Tom Swoboda and Paige Blair Share What You Need To Know About Equitable.

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On this episode of The Alliance U PRODcast, Gina Hawks introduces our new IUL ATM training resource for use with clients.

Gina covers how to use this tool to help your clients in the home.

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On this episode of The Alliance U PRODcast, Robbie Craft tells you what the ARC does for agents and how to maximize its features.

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On this episode of The Alliance PRODcast, National Life Group's Jim Moseley and Devon Martin talk about running IUL illustrations with NLG software.

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On this episode of The Alliance PRODcast podcast, BACM's Chris Norris is joined by special guests Jim Moseley and Devon Martin from National Life Group.

They will be talking about the CARES ACT and how to maximize it and produce annuities in the current market. 

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On this episode of The Alliance U PRODcast, Justin Balik and Sydney Lagogiannis share special training on how you can sell IULs and find BIG premium IULs. 

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On this edition of The Alliance U PRODcast, Ivy Wilson and Brian Patrick of "Your Medicare" cover the steps to completing quotes and enrollments for your clients' Medicare needs. 

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On this episode of The Alliance U PRODcast, Mark Hutcheson talks to you about annuities and why they are so important right now. 

Hutcheson wrote more than $1.3 million in annuities in 2019. With the recent ups and downs of the stock market, clients are more concerned than ever about protecting their retirement savings. There's no better time than now to hear from one of our experts on selling annuities. 

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On this episode of The Alliance U PRODcast, The Alliance's Product Specialist Gina Hawks introduces F&G's Ben Holmes.

Holmes is bringing you a special announcement regarding F&G products and how you can offer them to clients as we traverse the unstable times in a COVID-19 world. 

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On this episode of The Alliance PRODcast, Patrick Kelly, author of Tax-Free Retirement, heads up this special training session to help you learn the best ways to help your clients plan for retirement.  

This is a highly volatile time in the stock market, so this is a great pod for you to learn how to stay on top.

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On this episode of The Alliance U PRODcast, Allianz's David Gruenzner introduces the IUL Life Pro+ Advantage product. Learn how this product can help clients with tax-free retirement and savings. 

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On this episode of The Alliance U PRODcast, BACM's Chris Norris talks about the state of the market and what you should know that you can share with your clients.

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On this episode of The Alliance U PRODcast, your hosts Jason and Tawny Carey teach you how to conduct annual reviews. These reviews will help grow your business and lead to more sales too.

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On this episode of The Alliance PRODcast, your host Brant Swindle explains how he can help you go from $0 to $2.3 million in annuities sales.

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This week's PRODcast is hosted by Burlington Alliance Capital Management's Van Gray. Jeremy Patton, Ed Soto & Evan Patzer were guests on the call, teaching the sales process to find money & help your clients with annuities!

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On this episode of The Alliance PRODcast, Gina Hawks is covering the new Foresters PlanRight product. Lots of changes were made with this product recently and we're able to help most of our final expense clients with PlanRight now.

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On this episode of The Alliance U PRODcast, Jason and Tawny Carey talk about how to build the "Why" in a home. If you are getting the "I want to think about it" or "we need to talk this over" objections, this pod will help you. If you are having issues with your clients cancelling their policies, this call will help!

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