Life Insurance New Business Tips and Avoiding Common Pitfalls
2024-10-29 15:00 - 16:00 (America/New_York)
Join us as we uncover valuable tips & tricks to streamline your life business. Whether you are an experienced professional, or just getting started, you’ll gain practical insight on how to reduce errors, expedite transactions, and utilize resources available to enhance your productivity.

Streamlining for Annuity Success
2024-11-04 16:30 - 17:30
Uncover valuable tips & tricks to streamline your annuity business. Whether you are an experienced professional, or just getting started, you’ll gain practical insights on how to reduce errors, expedite transfers, and utilize resources available to enhance your productivity!

Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios
2024-11-05 15:00 - 16:00, 2024-12-23 16:30 - 17:30
Join us for “Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios,” where we will delve into the advanced functionalities of the CMC rider. This webinar is designed for experienced agents looking to elevate their illustration skills. Learn how to tackle complex scenarios with confidence, utilizing the CMC rider’s powerful features to create clear, persuasive illustrations that resonate with clients. Discover practical tips, real-world examples, and best practices to enhance your presentations and drive successful outcomes.

Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios (Mandarin)
2024-11-11 16:30 - 17:30

Unlocking the Portal: Tools for Agent Efficiency (Mandarin)
2024-11-12 15:00 - 16:00
Join us for “Unlocking the Portal: Tools for Agent Efficiency,” where we’ll delve into the powerful features of the Agent Portal designed to streamline your workflow. Learn how to leverage advanced tools to enhance your productivity, improve client interactions, and optimize your processes. Whether you’re a seasoned pro or just getting started, this session will equip you with actionable insights to elevate your agency’s performance!

Drive Your Business - Life Insurance Underwriting / New Business Tips and Avoiding Common Pitfalls
2024-11-18 16:30 - 17:30
Join us as we uncover valuable tips for effectively assessing risk factors and determining appropriate premiums. We will also find tricks to streamline your life business. Whether you are an experienced professional, or just getting started, you’ll gain practical insight on how to reduce errors, expedite transactions, and utilize resources available to enhance your productivity.

Foreign National Guidelines Training
2024-11-19 15:00 - 16:00
Are you ready to navigate the complexities of underwriting for foreign nationals? This insightful session will equip you with the knowledge needed to understand unique guidelines and challenges while also exploring practical case studies to see how underwriting decisions are made in real scenarios.

Annuity Power Hour
2024-11-25 16:30 - 17:30
Join Jay Dunlap, Director of Annuity Sales, for a high-energy, interactive session where we’ll break down client scenarios, match them with product recommendations, tackle the top questions from the last few months, and cover a variety of timely topics to help sharpen your annuity expertise.

Unlocking the Portal: Tools for Agent Efficiency
2024-11-26 15:00 - 16:00

Drive Your Business - Life Insurance New Business Tips and Avoiding Common Pitfalls
2024-12-02 16:30 - 17:30, 2025-02-10 16:30 - 17:30

Cracking the Code: Traditional & Roth IRAs
2024-12-03 15:00 - 16:00
An Individual Retirement Account (IRA) is a tool customers can use to help achieve their retirement goals while receiving a tax advantage for their savings. Join us as we uncover the two types of IRAs and reveal the differences between them. We’ll also share how you can set up annuity policies for both rollovers and ongoing contributions!

Your Guide to Policy Clarity: How to Navigate Your Life Insurance Policy Statement with Confidence
2024-12-09 16:30 - 17:30
Do you find yourself confused by the fine print of your life insurance policy? You’re not alone! Understanding your life insurance policy statement is crucial to ensuring you’re fully aware of your coverage, benefits, and any potential gaps. This webinar is designed to take the mystery out of life insurance and give you the tools you need to confidently read and interpret your policy statement.

Advanced Sales - Uses of Life Insurance in Estate Planning and Business Planning
2024-12-10 15:00 - 16:00
Life insurance is more than just a safety net for loved ones—it’s a powerful tool for advanced estate and business planning. In this high-level webinar, we’ll explore how life insurance can be strategically used to address complex financial needs of high-net-worth individuals and small business owners.

Simple Solutions for State Retirement Mandated Plans
2024-12-16 16:30 - 17:30
Some states have passed legislation over the past few years mandating small business owners to comply with new state-mandated rules. Join us as we cover simple strategies for establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.

Real-World Solutions: How the Combo Multi-Choice Rider Enhances Coverage
2024-12-17 15:00 - 16:00
The Combo Multi-Choice Rider is a game-changer for customizing life insurance coverage, offering flexibility for policyholders. But how exactly does this rider work in real-world scenarios? In this dynamic webinar, we’ll dive deep into practical case studies that showcase how the Combo Multi-Choice Rider can be used to enhance life insurance coverage, tailor policies to unique client needs, and provide better protection for individuals and families.

Living Life Defender Illustration Case Design Mandarin (Basic)
2024-12-30 16:30 - 17:30
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 you already saved. Learn how to still get the sale!

Kickoff 2025: Setting Agents Up for Success - Avoiding Common Pre-Sales Pitfalls
2025-01-06 16:30 - 17:30
Kick off 2025 with a strong foundation for your sales team! In this dynamic session, we’ll explore key strategies to set your agents up for success and help them navigate the often-overlooked challenges in the pre-sales process. Learn how to avoid common pitfalls that can hinder progress and discover practical techniques to enhance productivity, build client trust, and close deals more effectively. This webinar will provide valuable insights into how to optimize agent performance, reduce errors, and ensure a smooth transition from prospecting to closing. Don’t miss this opportunity to equip your team with the knowledge they need to succeed in the year ahead!

Indexed Annuity Bootcamp
2025-01-07 15:00 - 16:00
Whether you are new to annuities or just looking to sharpen your skills in the new year, this webinar is designed to equip you with the knowledge you need to confidently sell indexed annuities in the new year! We’ll cover how they work, key features & products, and how they can help address the top retirement concerns.

Kickoff 2025: Setting Agents Up for Success - Avoiding Common Pre-Sales Pitfalls (Mandarin)
2025-01-13 16:30 - 17:30
Kickoff 2025: Setting Agents Up for Success – Avoiding Common Pre-Sales Pitfalls Description: Kick off 2025 with a strong foundation for your sales team! In this dynamic session, we’ll explore key strategies to set your agents up for success and help them navigate the often-overlooked challenges in the pre-sales process. Learn how to avoid common pitfalls that can hinder progress and discover practical techniques to enhance productivity, build client trust, and close deals more effectively. This webinar will provide valuable insights into how to optimize agent performance, reduce errors, and ensure a smooth transition from prospecting to closing. Don’t miss this opportunity to equip your team with the knowledge they need to succeed in the year ahead!

Starting the Year Strong: Proven Strategies for Life Insurance Success and Overcoming Client Rejections
2025-01-14 15:00 - 16:00
In this session, you’ll discover proven strategies to help you build a strong foundation as a life insurance agent, from prospecting and building rapport to understanding client needs and closing the sale. We’ll also tackle the all-too-common challenge of client rejections, providing you with powerful techniques for overcoming objections and turning no into yes. Additionally, you’ll gain insights into the unique strengths of NLG, helping you leverage its advantages to start the year strong and achieve success.

Mastering Underwriting: The Field Underwriting Guide and Perfecting the Business
2025-01-21 15:00 - 16:00
In the world of underwriting, success hinges on understanding the key principles and practical techniques that can drive accurate and efficient risk assessments. Join us for this expert-led webinar, Mastering Underwriting: The Field Underwriting Guide, where we will break down the essential steps to mastering field underwriting. From gathering critical data to evaluating risks and applying industry best practices, this session will give you the tools to make more informed decisions and improve your underwriting performance.

Maximize the Success of Small Businesses: Life Insurance in Key Person, Executive Bonus, and Buy Sell
2025-01-27 16:30 - 17:30
Small businesses face unique challenges, but with the right strategies in place, they can thrive even in the face of uncertainty. In this focused webinar, we’ll discuss how life insurance can play a pivotal role in securing the future of your business through Key Person Insurance, Executive Bonus Plans, and Buy-Sell Agreements.

Mastering Advanced Concept: Defined Benefit Plans and Effective Strategies for Approaching Business Owners
2025-01-28 15:00 - 16:00
In this session, we will dive deep into the intricacies of Defined Benefit Plans, providing you with a clear understanding of their structure, benefits, and tax advantages. Learn how to position these plans as valuable solutions for business owners looking to offer competitive retirement benefits to their employees while optimizing their tax strategies. You’ll also gain effective, proven techniques for approaching and engaging business owners, helping you build trust, tailor solutions to their unique needs, and position yourself as a trusted advisor. Join us to refine your advanced sales skills, master Defined Benefit Plans, and develop strategies that will set you apart when working with business owners.

Mastering the CMC Rider: Basic Techniques for Illustrating Scenarios
2025-02-03 16:30 - 17:30
Join us for a comprehensive webinar designed to introduce you to the basics of mastering the CMC Rider in illustrating scenarios. Whether you’re new to the CMC Rider or looking to improve your approach, this webinar will provide the tools and knowledge you need to illustrate scenarios with confidence. Don’t miss out on the opportunity to learn these essential techniques and enhance your skillset!

Mastering the CMC Rider: Basic Techniques for Illustrating Scenarios (Mandarin)
2025-02-04 15:00 - 16:00

The Simplicity of SIMPLE IRAs
2025-02-11 15:00 - 16:00
This session is designed to make SIMPLE IRAs truly simple. Learn how they offer a cost-effective, easy-to-manage retirement solution for small businesses. We’ll break down eligibility, contributions and other items to equip you with the confidence you need to present SIMPLE IRAs as a smart and ‘simple’ choice. Whether you’re new to these plans or looking for a refresher, this session keeps things SIMPLE.

Uncovering Opportunities in Protecting Small Businesses and Their Owners
2025-02-18 15:00 - 16:00
As a small business owner, safeguarding your company’s future and your personal legacy is crucial. In this informative webinar, we’ll explore how life insurance can be a powerful tool for protecting both your business and yourself. From securing the financial well-being of your employees to ensuring a smooth transition in case of unforeseen events, we’ll uncover the unique opportunities available through tailored life insurance strategies

Drive Your Business - Life Insurance New Business Tips and Avoiding Common Pitfalls (Mandarin)
2025-02-24 16:30 - 17:30
