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(Basic) Cracking the Code: Non-Qualified Annuities

A non-qualified annuity allows you to save after-tax money and where interest earnings grow tax-deferred until withdrawals are made in retirement. Join us as we review...

Inforce Illustrations Training (Advanced)

Explore advanced strategies for leveraging inforce illustrations to optimize policy performance and meet client goals. Topics include policy adjustments, scenario planning, and handling complex client inquiries.

Solving the Income Gap (Basic)

Join us as we explore effective strategies to ensure financial stability in retirement. Learn how to calculate the retirement income gap and discover how annuities can...

From Lemons to Lemonade (Basic)

Join us as we discuss how to handle unfavorable life insurance offers and increase your placement! We even highlight an alternative solution for those cases that...

LLD Illustration Case Design Mandarin (Advanced)

Learn how to design your case illustrations. How do you re-illustrate when your client isn't offered what you originally quoted? Learn how to change the illustration...