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Category Archives: Sales Training

An archive of National Agent Alliance Building Blocks that will help you build the foundation for a very successful business.

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Virtual Annuity Training with Gina Hawks: Part 2
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Virtual Annuity Training with Gina Hawks: Part 2
May 28, 2020: Join Product Specialist Gina Hawks for virtual training on annuities! Part 2 of 4.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - IUL ATM with Gina Hawks: May 21, 2020
41 views

Product Training - IUL ATM with Gina Hawks: May 21, 2020
May 21, 2020: This week's product call will be hosted by Gina Hawks! New IUL tool now available!

We have developed a brand new IUL ATM!! This is a very short ATM that can be used to get your clients interested in talking about tax-free retirement & help you to explain the basics to them. Gina Hawks will be doing a demo on how to use this new tool.
Download the IUL ATM
© 2021 National Agents Alliance. All Rights Reserved.
Virtual Annuity Training with Gina Hawks: Part 1
31 views

Virtual Annuity Training with Gina Hawks: Part 1
May 21, 2020: Join Product Specialist Gina Hawks for virtual training on annuities! Part 1 of 4.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - ARC CRM with Robbie Craft: May 14, 2020
40 views

Product Training - ARC CRM with Robbie Craft: May 14, 2020
May 14, 2020: Learn how you can leverage your business with the ARC CRM! Join Robbie Craft, Chief of ARC Operations, as he hosts today's Product Webinar.

© 2021 National Agents Alliance. All Rights Reserved.
How to Design a Case for NLG & Allianz - Gina Hawks
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How to Design a Case for NLG & Allianz - Gina Hawks
May 14, 2020: Join Gina Hawks in this special webinar to see how to design a case and run the illustrations for NLG and Allianz.

© 2021 National Agents Alliance. All Rights Reserved.
How to Design a Case for F&G - Gina Hawks
25 views

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
34 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
36 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.
Product Training: April 23, 2020
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Product Training: April 23, 2020
April 23, 2020: This week's product call will be hosted by Justin Balik & Sydney Lagogiannis. They're going to be training on how to sell IULs & how to get BIG PREMIUM IULs.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Medicare Quoting and Enrollment: April 16, 2020
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Product Training - Medicare Quoting and Enrollment: April 16, 2020
April 16, 2020: Please join Ivy Wilson and Brian Patrick from "Your Medicare" for the Medicare Quoting & Enrollment Training. You do not want to miss out on this training which will demonstrate the steps to completing quotes and enrollments for your client's Medicare needs. Also discussed will be the additional resources available to expand your knowledge about Medicare, Medicare Advantage and Medicare Supplements.

© 2021 National Agents Alliance. All Rights Reserved.
IUL Training with Gina Hawks - Part 2
59 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.
IUL Training with Gina Hawks - Part 1
61 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.
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.
Special Product Training with Patrick Kelly: March 26, 2020
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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 19, 2020
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Product Training: March 19, 2020
March 19, 2020: David Gruenzner from Allianz Life will be covering their IUL product - Life Pro + Advantage. We're excited to add this IUL to our portfolio to help clients with tax-free retirement & savings.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: March 12, 2020
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Product Training: March 12, 2020
March 12, 2020: This week's product call will be hosted by BACM! What you need to know and what you need to say to clients about the state of the market.

© 2021 National Agents Alliance. All Rights Reserved.
Product Training: March 5, 2020
22 views

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.
Product Training: February 6, 2020
17 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
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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.

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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!
10 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.

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
4 views

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
4 views

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!
17 views

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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