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Category Archives: General Training

An archive of National Agents Alliance General Training.

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IUL Training with Gina Hawks - Part 4
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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
29 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
51 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
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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
58 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
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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
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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
24 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
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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
31 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.
Product Training - Creating Clients for Life: March 1, 2018
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Product Training - Creating Clients for Life: March 1, 2018
March 1, 2018: Today's Product Call host is Key Leader Brant Swindle.

Brant will talk about how your in-home visit can create a client for life and how to write multiple policies in that visit.

© 2021 National Agents Alliance. All Rights Reserved.

Page 3 of 12«1 234 5...10...»Last »

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Recent Media

Product Training - Creating Daily Habits, Learn How... January 13, 2022
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Product Training - Creating Daily Habits, Learn How... January 13, 2022
Stay focused and organized! Learn how by creating daily habits that will help grow and influence your quality of business!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Get tips and information on Washington National: January 6, 2022
4 views

Product Training - Get tips and information on Washington National: January 6, 2022
Join Andy Marlado & George Gehringer from Washington National to learn more about their products. Also special guest Megan Wood gives tips on selling these products.
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Get IUL Questions Answered by Gina Hawks: December 30, 2021
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Product Training - Get IUL Questions Answered by Gina Hawks: December 30, 2021
Have questions on IULs? Get the answers you need from expert, Gina Hawks.
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Exciting new underwriting & quoting tool!: December 23, 2021
4 views

Product Training - Exciting new underwriting & quoting tool!: December 23, 2021
Want to feel more comfortable in the home choosing a product for your client? Have you ever wanted one tool that can tell you which product to write based on age, state, underwriting, height/weight, medications & quote at the same time?
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - All About Columbus Life IULs: December 16, 2021
7 views

Product Training - All About Columbus Life IULs: December 16, 2021
Become an expert on Columbus Life IUL products!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Grow your Annuity Business by 10X: December 09, 2021
9 views

Product Training - Grow your Annuity Business by 10X: December 09, 2021
Grow your annuity business 10X by leveraging BACM as a partner!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Skills & Strategies You NEED for Sales: December 2, 2021
22 views

Product Training - Skills & Strategies You NEED for Sales: December 2, 2021
Get the sale skills and strategies you need to succeed!
© 2021 National Agents Alliance. All Rights Reserved.

Product Training - Become a tax-free retirement expert!: November 18, 2021
15 views

Product Training - Become a tax-free retirement expert!: November 18, 2021
Learn the basics of indexed universal life plans & how to help clients with tax-free retirement!
© 2021 National Agents Alliance. All Rights Reserved.

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Category Archives: General Training

IUL Training with Gina Hawks - Part 4

IUL Training with Gina Hawks - Part 3

IUL Training with Gina Hawks - Part 2

F&G Life Updates

IUL Training with Gina Hawks - Part 1

Special Product Training with Patrick Kelly: March 26, 2020

Product Training: March 5, 2020

The Wednesday Call Live! Audio Version: February 12, 2020

Product Training: February 6, 2020

Product Training: January 30, 2020

Product Training: January 16, 2020

Product Training: November 21, 2019

Product Training: October 3, 2019

Product Training: September 19, 2019

Product Training: June 13, 2019

Product Training - FOCUS: April 26, 2018

Product Training - Foresters Member Benefits: April 5, 2018

Product Training - Alliance University Tools: March 29, 2018

Product Training - 8 Keys to Lock in Appointments: March 22, 2018

Product Training - Creating Clients for Life: March 1, 2018

Recent Media

Product Training - Creating Daily Habits, Learn How... January 13, 2022

Product Training - Get tips and information on Washington National: January 6, 2022

Product Training - Get IUL Questions Answered by Gina Hawks: December 30, 2021

Product Training - Exciting new underwriting & quoting tool!: December 23, 2021

Product Training - All About Columbus Life IULs: December 16, 2021

Product Training - Grow your Annuity Business by 10X: December 09, 2021

Product Training - Skills & Strategies You NEED for Sales: December 2, 2021

Product Training - Become a tax-free retirement expert!: November 18, 2021

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