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Category Archives: General Training

An archive of National Agents Alliance General Training.

Page 10 of 12« First «...8 91011 12 »

Product Training - CCLs and Policy Reviews: March 26, 2015
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Product Training - CCLs and Policy Reviews: March 26, 2015
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

March 26, 2015: What are Current Client Leads? How do I get them?

What is a policy review and why should I do it?

Mike Lewantowicz answers these questions and more on this Product Call!
Fortunately, learning about CCLs and policy reviews should be easier than learning how to pronounce "Lewantowicz"!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - For the Love of Underwriting, Part 3: March 19, 2015
124 views

Product Training - For the Love of Underwriting, Part 3: March 19, 2015
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

March 19, 2015: Want all of your apps to get the stamp of approval?

Well, take advice from someone who knows a lot about underwriting! Tune in to this week's product call where Jason Carey continues his series, "For the Love of Underwriting."

Trust us - this training will earn your stamp of approval!

© 2021 National Agents Alliance. All Rights Reserved.
LPT Training - Maximizing Appointments and Apps: March 17, 2015
169 views

LPT Training - Maximizing Appointments and Apps: March 17, 2015
The Lead Performance Team is dedicated to expanding the businesses of our agent force by discovering areas to grow and improve, offering innovative tools, as well as offering training and support. The LPT strives to help National Agents Alliance agents in any way they can, whether it is creating and distributing leads, ensuring that agents are aware of available leads, training agents on the Lead System, or simply answering their questions.

March 17, 2015: You're invited to join this special LPT training call with Michael Owens and guests Larry Williams, Scott Ducharme and Scott Flanagan as they discuss the benefits of using a good mix of lead types. Michael will also share tips on appointment setting!

Your leads directly affect what appointments you set and how many apps you write. So if you want to learn how to use leads to maximize your business, you've got to listen to this call!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Multiple In Home Apps: March 12, 2015
96 views

Product Training - Multiple In Home Apps: March 12, 2015
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

March 12, 2015: Many households need more than one policy to provide complete coverage for the family and their home. As an agent, it's your job to make sure each family gets all of the coverage they need.

Eric Bellaire will discuss how to write multiple apps in home on this Product Call!

If you want to learn how to fully protect your clients and make more money, this call is for you!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - How to BAMFAM: March 5, 2015
46 views

Product Training - How to BAMFAM: March 5, 2015
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

March 5, 2015: When you make an appointment with a client, you don't have to stop at just one sale!

Tune in to today's product call to hear President's Club Director, Justin Tripp explain how to Book A Meeting From A Meeting (BAMFAM) for IUL and Annuity appointments!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - For the Love of Underwriting, Part 2: February 26, 2015
132 views

Product Training - For the Love of Underwriting, Part 2: February 26, 2015
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

February 26, 2015: Alliance Leader, Jason Carey is back on this product call! On February 5th, he kicked off a new series called "For the Love of Underwriting" and he continues the series during this call.

So for the love of underwriting (and Jason Carey), get on this call!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Children's Life Options: February 12, 2015
47 views
Product Training - Children's Life Options: February 12, 2015
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

February 12, 2015: Most parents will do everything they can to protect their children. However, many parents may not understand how life insurance can protect their child's future or which product would be best for their family.

On this week's product call, Mike Lewantowicz will discuss the "whys and hows" of protecting families with children. This call will help you connect with your clients and provide the best policy for their families!

Children's Life Options

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - For the Love of Underwriting, Part 1: February 5, 2015
172 views

Product Training - For the Love of Underwriting, Part 1: February 5, 2015
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

February 5, 2015: As you know from his training at our events and on NAA University, you can always learn something from Jason Carey! Join him as he hosts this product call - it's the beginning of a new series called "For the Love of Underwriting."

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Foresters New Product Rider: December 11, 2014
18 views
Product Training - Foresters New Product Rider: December 11, 2014
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

On this week's Product Call, Alliance Executive Board Member Andy Albright announces news from Foresters regarding a NEW product rider that is rolling out.

Albright is joined by Foresters' Darwin Hurme and NAA Product Specialist Gina Hawks. Don't miss this exciting news as The Alliance and Foresters continue working to improve an already great catalog of insurance products to offer your clients!

Click on the links below for the presentations that will be used during the call.

Foresters New Rider Presentation

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Transamerica SS Debit Card Payments: December 4, 2014
9 views
Product Training - Transamerica SS Debit Card Payments: December 4, 2014
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.

Transamerica now accepts Social Security debit cards for premium payments on their final expense product! To learn more about this option, join Bob Grannan from Transamerica on this week's product call!

Click on the links below for the presentations that will be used during the call.

Transamerica Presentation

Social Security Billing Authorization Form

2014 Schedule of SS Benefit Payments

2015 Schedule of SS Benefit Payments

© 2021 National Agents Alliance. All Rights Reserved.
Eric Bellaire: ATM Preparation for In Home Presentations
521 views

Eric Bellaire: ATM Preparation for In Home Presentations
National Agents Alliance ATM is a powerful tool to help you with your presentation to clients. Making use of it properly can help you to get important information across to your client, and in turn, help you close your sale!

November 6, 2014: Eric Bellaire is inviting you to join this special ATM training call! In it, he'll be discussing how prepare for giving your in-home presentation!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Transamerica Social Security Debit Payments: October 23, 2014
16 views
Product Training - Transamerica Social Security Debit Payments: October 23, 2014
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.
How many more clients would you have if they could pay premuims with a Social Security debit card?
Hopefully a lot, because on this week's product call Bob Grannan from Transamerica will be covering the NEW option to accept Social Security debit cards as premium payments! This new option applies to Transamerica's final expense products.
Click on the links below for the presentation and related documents.

Transamerica Presentation

Schedule of Social Security Benefit Payments

Sample Billing Authorization Form

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - American Equity Lifetime Income Rider: October 16, 2014
13 views
Product Training - American Equity Lifetime Income Rider: October 16, 2014
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.
Wouldn't your clients love to have a guaranteed lifetime income? Then join this week's product call with American Equity's Tom Hamilton to learn more about the Lifetime Income Benefit Rider and some new product enhancements! Your clients and your bank account will thank you!
Click on the link below for the presentation.

American Equity Presentation

© 2021 National Agents Alliance. All Rights Reserved.
The Wednesday Call Live! Audio Version: 06/25/2014
80 views

The Wednesday Call Live! Audio Version: 06/25/2014
The Wednesday Call Live (TWC) for June 25, 2014: This file is an audio recording of Andy's Live Show. If you would like to access the video version, check out the NAAtv Live Archives!
The Live Show will air again on July 2, 2014 at 12:30 PM ET.
You can always catch TWC on NAAtv Live, but wouldn't you rather join Andy LIVE here at National Agents Alliance Headquarters? Catch Andy's live show, visit ABTF, chat with the LPT and President's Club - Maybe even shoot a round of pool after TWC! You can email, call or text Missy to reserve a seat (at least one day in advance, please). If you don't have her info, just dial 336-227-3319 and ask for Missy! We hope to see you at the next Wednesday call, live and in person!
© 2021 National Agents Alliance. All Rights Reserved.
Product Training - LPT Final Expense Call: May 8, 2014
63 views

Product Training - LPT Final Expense Call: May 8, 2014
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.
Join the Lead Performance Team for a special training call! Special guests Kyle Winebrenner, Ki Shearer and Kale Simpson will be discussing final expense. This is your chance to get high level training from some of the best final expense writers in The Alliance!
© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Placement and Persistency: February 6, 2014
66 views

Product Training - Placement and Persistency: February 6, 2014
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.
Placement and Persistency are very important aspects for your business to be profitable and successful! If you want to learn how to get your placement & persistency better than it is (and therefore become more profitable!), join us for this training call. Gina Hawks is joined by Kyle Winebrenner, Michael Owens and Aaron Croft as they explain how they have become the three with the highest placement/persistency in all of NAA!
© 2021 National Agents Alliance. All Rights Reserved.
President's Club ELA Bonus Call - September 19, 2013
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President's Club ELA Bonus Call - September 19, 2013
National Agents Alliance President's Club hosts all kinds of special training and informational calls. These calls are specifically designed to help inform and educate our team members.
On this special BONUS call for September 19, 2013: Diane Lampe, Charlotte Nicotre, and Sarah Pappas will share how they have managed to stay among the TOP earning ladies in the country and how they work Rework and Door Knock leads!
Keep an eye on your email blasts for all the details on the next call!
© 2021 National Agents Alliance. All Rights Reserved.
President's Club ELA Bonus Call: ATM Training with Debbie Benn - August 30, 2013
29 views

President's Club ELA Bonus Call: ATM Training with Debbie Benn - August 30, 2013
National Agents Alliance President's Club hosts all kinds of special training and informational calls. These calls are specifically designed to help inform and educate our team members.
On this special BONUS call for August 30, 2013: Don't miss this Elite Ladies of the Alliance Bonus Call with Debbie Benn! Debbie hosts our FIRST EVER women's ATM in-home training call!
Keep an eye on your email blasts for all the details on the next call!
© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Mutual of Omaha Simplified Issue: August 8, 2013
197 views

Product Training - Mutual of Omaha Simplified Issue: August 8, 2013
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.
This week's training call is hosted by Brent Bench with Mutual of Omaha. Brent covers all of Mutual of Omaha's simplified issue products: Term Life Express, Living Promise final expense, accidental death, children's whole life & Guaranteed UL Express. These are all excellent products to help your clients with various needs, help you write more business & help more families! Click on the links below for the presentations on the various products that will be discussed during the call.
Guaranteed Advantage Accidental Death Insurance
Guaranteed Universal Life Express
Term Life Express
Children's Whole Life
Living Promise Final Expense

© 2021 National Agents Alliance. All Rights Reserved.
President's Club Bonus Call: Eric Lardie and Robbie Craft - August 1, 2013
12 views

President's Club Bonus Call: Eric Lardie and Robbie Craft - August 1, 2013
National Agents Alliance President's Club hosts all kinds of special training and informational calls. These calls are specifically designed to help inform and educate our team members.
On this special BONUS call for August 1, 2013: On today's President's Club Call, Robbie Craft and Eric Lardie discuss managing your book of business.
Keep an eye on your email blasts for all the details on the next call!
© 2021 National Agents Alliance. All Rights Reserved.

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Recent Media

Product Call - How to Book More Appointments with Marcus Richardson! March 16, 2023
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Product Call - How to Book More Appointments with Marcus Richardson! March 16, 2023
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!
© 2021 National Agents Alliance. All Rights Reserved.

IUL Express Concepts with Kyle Gardner from Mutual of Omaha!
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IUL Express Concepts with Kyle Gardner from Mutual of Omaha!
Kyle Gardner from MoO will be hosting this week's call! He will be covering the IUL Express product. IULE is an extremely popular product for mortgage protection, healthy clients who need final expense & many other needs. And, they just increased the issue age to 75!
© 2021 National Agents Alliance. All Rights Reserved.

Advanced IUL Concepts with Gina Hawks!
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Advanced IUL Concepts with Gina Hawks!
This week�s product call will be hosted by Gina Hawks! She will go over some advanced IUL concepts and show you how to illustrate them. Gina will also be discussing Option A vs B, how to illustrate various premium scenarios, and how to get access to more cash value earlier!
© 2021 National Agents Alliance. All Rights Reserved.

Advanced IUL Concepts with Gina Hawks!
33 views

Advanced IUL Concepts with Gina Hawks!
This week�s product call will be hosted by Gina Hawks! She will go over some advanced IUL concepts and show you how to illustrate them. Gina will also be discussing Option A vs B, how to illustrate various premium scenarios, and how to get access to more cash value earlier!
© 2021 National Agents Alliance. All Rights Reserved.

Product Call - Royal Arcanum's Graded Final Expense & Eapp Info - February 23, 2023
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Product Call - Royal Arcanum's Graded Final Expense & Eapp Info - February 23, 2023
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!
© 2021 National Agents Alliance. All Rights Reserved.

Product Call - Columbus Life's NEW IUL Product - February 16, 2023
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Product Call - Columbus Life's NEW IUL Product - February 16, 2023
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!
© 2021 National Agents Alliance. All Rights Reserved.

Product Call - This is the Annuity Product You've Been Waiting For! - February 9, 2023
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Product Call - This is the Annuity Product You've Been Waiting For! - February 9, 2023
Chris Norris will host this week's call. We have a brand-new annuity carrier with a product that you're going to want to hear about. BACM will help kick off the new product launch and Biff Baker will go through the product details. This is an annuity product you've been waiting for!
© 2021 National Agents Alliance. All Rights Reserved.

How to Use The Alliance Underwriting Tool!
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How to Use The Alliance Underwriting Tool!
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!
© 2021 National Agents Alliance. All Rights Reserved.

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Category Archives: General Training

Product Training - CCLs and Policy Reviews: March 26, 2015

Product Training - For the Love of Underwriting, Part 3: March 19, 2015

LPT Training - Maximizing Appointments and Apps: March 17, 2015

Product Training - Multiple In Home Apps: March 12, 2015

Product Training - How to BAMFAM: March 5, 2015

Product Training - For the Love of Underwriting, Part 2: February 26, 2015

Product Training - Children's Life Options: February 12, 2015

Product Training - For the Love of Underwriting, Part 1: February 5, 2015

Product Training - Foresters New Product Rider: December 11, 2014

Product Training - Transamerica SS Debit Card Payments: December 4, 2014

Eric Bellaire: ATM Preparation for In Home Presentations

Product Training - Transamerica Social Security Debit Payments: October 23, 2014

Product Training - American Equity Lifetime Income Rider: October 16, 2014

The Wednesday Call Live! Audio Version: 06/25/2014

Product Training - LPT Final Expense Call: May 8, 2014

Product Training - Placement and Persistency: February 6, 2014

President's Club ELA Bonus Call - September 19, 2013

President's Club ELA Bonus Call: ATM Training with Debbie Benn - August 30, 2013

Product Training - Mutual of Omaha Simplified Issue: August 8, 2013

President's Club Bonus Call: Eric Lardie and Robbie Craft - August 1, 2013

Recent Media

Product Call - How to Book More Appointments with Marcus Richardson! March 16, 2023

IUL Express Concepts with Kyle Gardner from Mutual of Omaha!

Advanced IUL Concepts with Gina Hawks!

Advanced IUL Concepts with Gina Hawks!

Product Call - Royal Arcanum's Graded Final Expense & Eapp Info - February 23, 2023

Product Call - Columbus Life's NEW IUL Product - February 16, 2023

Product Call - This is the Annuity Product You've Been Waiting For! - February 9, 2023

How to Use The Alliance Underwriting Tool!

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