Alliance University Product Prodcast

In 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 to sales or looking to rejuvenate your approach, this video provides actionable advice to help you move forward and achieve success in the in-home sales domain.

Join 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 game.

Join 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 resources effectively.

In 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

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!

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.

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.

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.

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!

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!

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. 

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.

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!

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!

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.

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.

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!

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!

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!

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!