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Category Archives: General Training

An archive of National Agents Alliance General Training.

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How to Design a Case for F&G - Gina Hawks
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How to Design a Case for F&G - Gina Hawks
May 7, 2020: Join Gina Hawks in this special webinar to see how to design a case and run the illustrations for F&G.

© 2021 National Agents Alliance. All Rights Reserved.
IUL Training with Gina Hawks - Part 4
31 views

IUL Training with Gina Hawks - Part 4
April 30, 2020: Tune in for Part 4 of a special IUL training series with Product Specialist Gina Hawks!

© 2021 National Agents Alliance. All Rights Reserved.
IUL Training with Gina Hawks - Part 3
31 views

IUL Training with Gina Hawks - Part 3
April 23, 2020: Tune in for Part 3 of a special IUL training series with Product Specialist Gina Hawks!

© 2021 National Agents Alliance. All Rights Reserved.
IUL Training with Gina Hawks - Part 2
53 views

IUL Training with Gina Hawks - Part 2
April 16, 2020: Tune in for Part 2 of a special IUL training series with Product Specialist Gina Hawks!

© 2021 National Agents Alliance. All Rights Reserved.
F&G Life Updates
18 views
F&G Life Updates
April 9, 2020: Life Updates: Exam-Free Underwriting, Live Webinars, April Rates and Extended Tax Deadlines.

We're offering exam-free underwriting through the end of April 2020.

We're hosting two webinars on April 6-7 discussing virtual sales, remote delivery, and exam-free underwriting.

We're holding rates in April.

IRS extends federal income tax deadlines for 2019

© 2021 National Agents Alliance. All Rights Reserved.
IUL Training with Gina Hawks - Part 1
60 views

IUL Training with Gina Hawks - Part 1
April 9, 2020: Tune in for Part 1 of a special 4 part IUL training series with Product Specialist Gina Hawks!

© 2021 National Agents Alliance. All Rights Reserved.
Special Product Training with Patrick Kelly: March 26, 2020
16 views

Special Product Training with Patrick Kelly: March 26, 2020
March 26, 2020: We are very excited to have Patrick Kelly, the author of Tax-Free Retirement, hosting a special training for The Alliance! Patrick is an industry expert on tax-free retirement and will be showing us how to help our clients plan for retirement, which is especially important during such a volatile time for the stock market.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: March 5, 2020
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Product Training: March 5, 2020
March 5, 2020: This week's product call will be hosted by Jason & Tawny Carey. They will be discussing how to do annual reviews and teach you how! Annual reviews will help your business be more profitable, your clients keep their policies, lead to additional sales & so much more!

© 2021 National Agents Alliance. All Rights Reserved.
The Wednesday Call Live! Audio Version: February 12, 2020
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The Wednesday Call Live! Audio Version: February 12, 2020
The Wednesday Call Live (TWC) for February 12, 2020: 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 February 19, 2020 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: February 6, 2020
16 views

Product Training: February 6, 2020
February 6, 2020: This week's Product Call will be hosted by Jason & Tawny Carey.

They are going to talk about how to build the 'why' in the home. If you're getting the "I want to think about it" or "we need to talk this over" objections, this call will help. Also, if you are having issues with your clients cancelling their policies, this call will help.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: January 30, 2020
9 views

Product Training: January 30, 2020
January 30, 2020: Megan Wood was #7 in the entire company in 2019 & is excellent at getting multiple applications in the home & selling a variety of our products. We'll find out Thursday how she does it!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: January 16, 2020
10 views

Product Training: January 16, 2020
January 16, 2020: The SECURE Act was signed into law in December.

See how this new law affects you. Burlington Alliance Capital Management, better known as BACM and Jim Mosely from National Life Group, tell us more about the new SECURE Act & how it is going to impact client's retirement savings & strategies.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: November 21, 2019
16 views

Product Training: November 21, 2019
November 21, 2019: This week's product call will be hosted by BACM. With special guest, Jim Moseley from National Life Group who will also be joining. They will be covering the lifetime income riders on annuities. The Greensheet has been updated to better help agents while in the home. Click for the updated Greensheet, as well as the GLIR Roll-Up & FIT Select Income Brochure from National Life Group.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: October 3, 2019
12 views

Product Training: October 3, 2019
October 3, 2019: How to Squeeze the Orange with LPT

This week�s product call will be hosted by the Lead Performance Team! They will be covering how to get the most out of your leads and maximizing the lead system.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: September 19, 2019
5 views
Product Training: September 19, 2019
September 12, 2019: Chris Long hosts this week's product call!

He's going to be covering what he does to make sure his applications are approved (high placement) and that the business stays in force (high persistency) and how you can do the same with your clients! If you're not familiar with placement & persistency, we suggest you review these Alliance University courses prior to the call.

Course #121 - Carrier Placement

Course #122 - Carrier Persistency

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: June 13, 2019
29 views

Product Training: June 13, 2019
June 13, 2019: Are you excited about the new features the ARC has to offer? Here are instructions on setting up EMAIL CAMPAIGNS through the ARC!.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - FOCUS: April 26, 2018
27 views

Product Training - FOCUS: April 26, 2018
April 26, 2018: Today's Product Call is hosted by Justin Tripp. He will discuss FOCUS.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Foresters Member Benefits: April 5, 2018
25 views

Product Training - Foresters Member Benefits: April 5, 2018
April 5, 2018: Today's Product Call host, Eric Bellaire, talks about the power of Foresters and their Member Benefits.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Alliance University Tools: March 29, 2018
14 views
Product Training - Alliance University Tools: March 29, 2018
March 15, 2018: Gina Hawks will host today's Product Call and has a lot of good information for you!

Alliance University has all of the tools you need to sell, and Gina will show you how to pick the best product for your client. Attached are some of the useful tools she will review:

Mortgage Term Underwriting Grid

Final Expense Underwriting Grid

Height/Weight Charts

Medication Lists

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - 8 Keys to Lock in Appointments: March 22, 2018
33 views

Product Training - 8 Keys to Lock in Appointments: March 22, 2018
March 22, 2018: Today's Product Call will be hosted by Team Builder and Seal Team Member Katrina Gustin. She will discuss the 8 keys to lock in an appointment.

© 2021 National Agents Alliance. All Rights Reserved.

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Product Training - Selling Medicare products during AEP: June 23, 2022
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Product Training - Selling Medicare products during AEP: June 23, 2022
Get ready to sell Medicare products during AEP & how to start NOW!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - IUL Product Illustrations: June 16, 2022
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Product Training - IUL Product Illustrations: June 16, 2022
Tune in as Char Tharaldson from North American teaches us step by step on how to do the illustrations on their IUL product!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Alliance President's Club!: June 06, 2022
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Product Training - Alliance President's Club!: June 06, 2022
Tune in to learn all about the advantages of Presidents Club. Clay Mertes will demonstrate one of our greatest benefits offered, personalized sales training!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Get the basics of annuities: June 02, 2022
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Product Training - Get the basics of annuities: June 02, 2022
Join Chris Norris & Gina Hawks on this week's Product Call as they discuss some of the basics of annuities, such as the difference between qualified & non-qualified money, taxation & much more!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Making Connections & Finding Annuity Money: 05-26-2022
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Product Training - Making Connections & Finding Annuity Money: 05-26-2022
Join Chris Norris as he gives us information on how to find annuity money and build rapport with customers!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - What policies do YOU sell in the home?:
7 views

Product Training - What policies do YOU sell in the home?:
Gina Hawks teaches us how to increase your income by selling multiple policies in the home! Find out how to make additional sales in the home for different types of policies like accidental death, hospital indemnity, critical illness & child/grandchild policies.
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - The Teacher Market: May 13, 2022
9 views

Product Training - The Teacher Market: May 13, 2022
American Amicable has some products especially suited for the teacher market.
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - F&G IUL: May 12, 2022
8 views

Product Training - F&G IUL: May 12, 2022
Josh Pancoast gives us step by step instructions on how to do F&G IUL illustrations.
© 2021 National Agents Alliance. All Rights Reserved.