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Category Archives: Index Universal Life (IUL) Training

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Product Training: March 28, 2019
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Product Training: March 28, 2019
March 28, 2019: Diane Lape is going to be talking about how to uncover potential IUL clients anywhere and how ANY lead can turn into an IUL sale!

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Product Training: February 28, 2019
19 views

Product Training: February 28, 2019
February 28, 2019: This week's product call is hosted by Tawny Carey. She's going to be covering when to sell a SmartUL vs an IUL and how you can make a sale when the client has $0 in savings on the green sheet!

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© 2015 National Agents Alliance. All Rights Reserved.
Presidents Club Call - Dean Vagnozzi: February 8, 2019
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Presidents Club Call - Dean Vagnozzi: February 8, 2019
On this special call for President's Club members on February 8, 2019: Dean Vagnozzi, founder and author of A Better Financial Plan, will go in depth on IULs!

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Selling IULs: September 21, 2017
39 views

Product Training - Selling IULs: September 21, 2017
September 21, 2017: On today's Product Call, Mickey Crews will be sharing tips on selling IUL's for tax-free retirement.

Indexed Universal Life is a permanent life insurance that allows policy holders to build a cash value. Mickey, an Agency Manager with The Alliance, has valuable nuggets of training to help you understand IUL's and sell them!

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Retirement Options for Younger Clients: September 7, 2017
50 views

Product Training - Retirement Options for Younger Clients: September 7, 2017
September 7, 2017: Gina Hawks - Product Specialist for The Alliance hosts this week's Product Call.

Gina would like to discuss options for retirement that you can offer younger clients. When is an IUL the best product? When can a SmartUL be used for retirement savings? Is an annuity a good option for someone young?

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Retirement Products: October 20, 2016
59 views
Product Training - Retirement Products: October 20, 2016
October 20, 2016:
Annuities

Index Universal Life (IUL)

Single Premium Whole Life

Do you know which product to use when?

On today's Product Call Gina Hawks will cover the various retirement products and which one to use in each situation.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - How to Find and Write IULs: June 9, 2016
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Product Training - How to Find and Write IULs: June 9, 2016
June 9, 2016: You will need to allow some extra time for a SPECIAL Product Call today! Instead of our normal one hour call, Mickey Crews will host for an hour and a half discussing how to find and write Indexed Universal Life Plans (IUL's).

Eric Bellaire says "Mickey Crews has done a VERY POWERFUL training on how to find and write an IUL and I have a lot of agents that also love this training."

CLICK HERE for Mickey's Power Point Presentation.

CLICK HERE for a related TIME Magazine cover.

CLICK HERE as Mickey reviews a suitability form.

CLICK HERE to see the completed form.

CLICK HERE for a comparison of IUL vs College Prepaid Programs.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - How to Sell IUL's Part 2: April 28, 2016
61 views

Product Training - How to Sell IUL's Part 2: April 28, 2016
April 28, 2016: On last week's Product Call Robbie Craft taught you how to use the F&G Elite Index Universal Life (IUL) product to set up a tax-free retirement for your clients. Today Gina Hawks will expand on Robbie's training with even more details on how the product and tax-free retirement concept works. After this training call you will have a clear understanding of how you can help your clients plan for retirement!

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - How to Sell IUL's: April 21, 2016
111 views

Product Training - How to Sell IUL's: April 21, 2016
April 21, 2016: Robbie Craft will host today's Product Call and discuss how to sell IUL's. He will teach you how your clients can use Indexed Universal Life (IUL) products to save money for retirement.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Tax Free Retirement: October 15, 2015
61 views

Product Training - Tax Free Retirement: October 15, 2015
October 15, 2015: Have you heard of this book, Tax-Free Retirement, by Patrick Kelly? It is available in the NAA Store.

Join Product Specialist Gina Hawks for today's Product Call as she discusses the concept of Tax-Free Retirement.

Have you ever wondered what it is? How it works? Why your clients would be interested? Then this call is for you!

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - F&G Elite IUL: October 8, 2015
51 views

Product Training - F&G Elite IUL: October 8, 2015
October 8, 2015: Gina Hawks is hosting today's Product Call and she has some changes to share with you regarding the F&G Elite IUL product!

F&G now offers NON-MEDICAL underwriting on the Elite product, in addition to some other great changes!

Click here for a power point presentation to help you follow along with the call.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training with Eric Lardie: September 3, 2015
78 views

Product Training with Eric Lardie: September 3, 2015
September 3, 2015: THE MIXOLOGY MASTER!!

Today's Product Call will be hosted by Eric Lardie. He will be sharing with you how he writes such a good mix of business including Term, Final Expense, Annuities and Universal/Indexed Universal!

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Foresters SmartUL: August 6, 2015
85 views

Product Training - Foresters SmartUL: August 6, 2015
August 6, 2015: Jane Byun didn't become a top saleswoman and Elite Lady of The Alliance by chance - she found ways to help thousands of clients.

One reason Jane has become so successful is because she recommends Foresters SmartUL to her clients. This policy is simplified issue and accumulates a cash value!

Tune into this call to learn more about this great product and write more business!

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.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Unique Ways to Help Clients: July 30, 2015
82 views

Product Training - Unique Ways to Help Clients: July 30, 2015
July 30, 2015: Debbie Benn explains how find unique ways to meet the client's needs, like using final expense to protect a mortgage.

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.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Writing IULs for Children: July 16, 2015
78 views

Product Training - Writing IULs for Children: July 16, 2015
July 16, 2015: IUL policies have many benefits - from life insurance to tax-free retirement to a college savings plan.

On this week's product call Paul Minichino will explain how to write IULs on children and how your clients will benefit. If you're ready to help more clients, including the next generation, you've got to be on this call!

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.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - The Top 10 IUL Questions: July 9, 2015
72 views

Product Training - The Top 10 IUL Questions: July 9, 2015
July 9, 2015: At what age should I use an IUL as retirement savings?

How is an IUL different from an annuity?

How can I get tax-free money?

These are questions your clients may ask you and now you can have all of the answers. Tune into this Product Call to hear Alliance Product Specialist, Gina Hawks discuss and answer the top ten questions agents and clients ask about IULs.

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.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - How to Talk to Clients About IULs: June 4, 2015
348 views
Product Training - How to Talk to Clients About IULs: June 4, 2015
June 4, 2015: Many clients need help with retirement plans, but they don't expect it to come from their life insurance agent. It might be difficult for some people to understand how a life insurance product could help them gain a tax-free retirement income.

On this week's product call, Gina Hawks will show you how you can start the tax-free retirement conversation with your clients without confusing them even more.

If you're able to provide a simple, honest explanation of how IULs can provide an income during retirement, your clients will be excited to start saving and to tell others about their experience working with you!

Use the link below to view the call presentation:

Gina's IUL Sales Ideas

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.

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Indexed Universal Life Concepts: February 19, 2015
47 views

Product Training - Indexed Universal Life Concepts: February 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.

February 19, 2015: Robbie Craft is one of the directors of Andy Albright's Agency Building Task Force (ABTF) here at The Alliance Headquarters.

In addition to his recruiting expertise, Robbie also knows A LOT about Indexed Universal Life insurance.

Tune in to this product call to learn some important IUL concepts from Robbie that can help your business and your clients!

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - F&G IUL Products: December 18, 2014
19 views
Product Training - F&G IUL Products: December 18, 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.

Tune in to this week's product call hosted by Ryan Parker from F&G Life! Ryan will be discussing F&G's IUL products and how they can be used for tax-free retirement!

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

F&G Life Presentation

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© 2015 National Agents Alliance. All Rights Reserved.
Product Training - Foresters Products: November 13, 2014
28 views
Product Training - Foresters Products: November 13, 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.

With Thanksgiving coming up, we've been thinking a lot about what we're thankful for. It's a long list, but it definitely includes our relationship with our carriers.

And this week, Foresters is having a call you'll be thankful for! Jared Gostanczik will be covering the following products: PlanRight, Your Legacy SPWL, Strong Foundation, SmartUL, Advantage Plus Whole Life and Prepared accicdental death. In addition, he'll tell you all about their NEW living benefits under the Accelerated Death Benefit Rider.

Foresters Presentation

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© 2015 National Agents Alliance. All Rights Reserved.

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The Wednesday Call Live! Audio Version: May 22, 2019
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The Wednesday Call Live! Audio Version: May 22, 2019
The Wednesday Call Live (TWC) for May 22, 2019: 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 May 29 2019 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!

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© 2015 National Agents Alliance. All Rights Reserved.

The Wednesday Call Live! With Andy Albright: May 22, 2019
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The Wednesday Call Live! With Andy Albright: May 22, 2019
The Wednesday Call (TWC) for May 22, 2019: Today's TWC LIVE is hosted by Stephen Davies! He is joined by Mark Hutcheson, Glenn Lamb, and Billy Crain!

You don't want to miss this!

The Live Show will air again on May 29, 2019 at 12:30 p.m. EDT.

The show is always available on NAAtv Live, but you could be a part of the live studio audience at the Alliance Headquarters and see Andy Albright in person! While you're here, you can chat with ABTF members, the Lead Performance Team and President's Club! Just email, call or text Missy at least one day in advance to reserve a seat. If you don't have her information, just call 336-227-3319 and ask for Missy. We hope to see you at AMP Studios for the next TWC show!

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© 2015 National Agents Alliance. All Rights Reserved.

Alliance Activity Call: May 17, 2019
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Alliance Activity Call: May 17, 2019
May 17, 2019: On this episode of The Alliance Activity podcast, Andy Albright is back from Paris and Switzerland to deliver a highenergy pod where he talks about why he is ready to recommit, focus and do better every, single day!

Why do so many people worry about what other people are doing and thinking when it comes to their world? Why can't they only focus on what they are thinking and doing, and not consider what somebody else will say about their actions? This is a concept that so many people struggle with. Often times, the people who make it the worst are family members, who question anything they consider to be outside-of-the-box thinking when it comes to trying to be successful.

Every Friday at 10:00 AM ET, National Agents Alliance holds our Alliance Activity call (formerly known as NAActivity!).

Keep an eye on your National Agents Alliance email blasts for more information, and remember to email your Alliance Activity reports to NAActivity@NAALeads.com by 4 p.m. each Thursday!

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© 2015 National Agents Alliance. All Rights Reserved.

Product Training: May 16, 2019
7 views

Product Training: May 16, 2019
May 16, 2019: Gina Hawks, Alliance Product Specialist, will talk about the features you need to know about the NLG FlexLife II IUL product

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© 2015 National Agents Alliance. All Rights Reserved.

The Wednesday Call Live! Audio Version: May 15, 2019
53 views

The Wednesday Call Live! Audio Version: May 15, 2019
The Wednesday Call Live (TWC) for May 15, 2019: 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 May 22 2019 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!

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© 2015 National Agents Alliance. All Rights Reserved.

The Wednesday Call Live! With Andy Albright: May 15, 2019
468 views

The Wednesday Call Live! With Andy Albright: May 15, 2019
The Wednesday Call (TWC) for May 15, 2019: Learn how to help agents WIN the Alaskan Cruise!

The Live Show will air again on May 22, 2019 at 12:30 p.m. EDT.

The show is always available on NAAtv Live, but you could be a part of the live studio audience at the Alliance Headquarters and see Andy Albright in person! While you're here, you can chat with ABTF members, the Lead Performance Team and President's Club! Just email, call or text Missy at least one day in advance to reserve a seat. If you don't have her information, just call 336-227-3319 and ask for Missy. We hope to see you at AMP Studios for the next TWC show!

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© 2015 National Agents Alliance. All Rights Reserved.

Alliance Activity Call: May 10, 2019
9 views

Alliance Activity Call: May 10, 2019
May 10, 2019: Chris Hill hosts this weeks activity call. Find out how you can win a free trip to Alaska in 2020!

Every Friday at 10:00 AM ET, National Agents Alliance holds our Alliance Activity call (formerly known as NAActivity!).

Keep an eye on your National Agents Alliance email blasts for more information, and remember to email your Alliance Activity reports to NAActivity@NAALeads.com by 4 p.m. each Thursday!

Author of Post

© 2015 National Agents Alliance. All Rights Reserved.

The Wednesday Call Live! Audio Version: May 8, 2019
48 views

The Wednesday Call Live! Audio Version: May 8, 2019
The Wednesday Call Live (TWC) for May 8, 2019: 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 May 15, 2019 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!

Author of Post

© 2015 National Agents Alliance. All Rights Reserved.

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Category Archives: Index Universal Life (IUL) Training

Product Training: March 28, 2019

Product Training: February 28, 2019

Presidents Club Call - Dean Vagnozzi: February 8, 2019

Product Training - Selling IULs: September 21, 2017

Product Training - Retirement Options for Younger Clients: September 7, 2017

Product Training - Retirement Products: October 20, 2016

Product Training - How to Find and Write IULs: June 9, 2016

Product Training - How to Sell IUL's Part 2: April 28, 2016

Product Training - How to Sell IUL's: April 21, 2016

Product Training - Tax Free Retirement: October 15, 2015

Product Training - F&G Elite IUL: October 8, 2015

Product Training with Eric Lardie: September 3, 2015

Product Training - Foresters SmartUL: August 6, 2015

Product Training - Unique Ways to Help Clients: July 30, 2015

Product Training - Writing IULs for Children: July 16, 2015

Product Training - The Top 10 IUL Questions: July 9, 2015

Product Training - How to Talk to Clients About IULs: June 4, 2015

Product Training - Indexed Universal Life Concepts: February 19, 2015

Product Training - F&G IUL Products: December 18, 2014

Product Training - Foresters Products: November 13, 2014

Recent Media

The Wednesday Call Live! Audio Version: May 22, 2019

The Wednesday Call Live! With Andy Albright: May 22, 2019

Alliance Activity Call: May 17, 2019

Product Training: May 16, 2019

The Wednesday Call Live! Audio Version: May 15, 2019

The Wednesday Call Live! With Andy Albright: May 15, 2019

Alliance Activity Call: May 10, 2019

The Wednesday Call Live! Audio Version: May 8, 2019

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