IUL Sales Ideas and Presentations
Indexed Universal Life (IUL) sales ideas and presentations.Author of Post
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Product Training - F&G Elite IUL: October 8, 201550 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 - The Top 10 IUL Questions: July 9, 201571 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, 2015347 viewsProduct 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:
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 - Phoenix Life IUL: December 19, 201345 viewsProduct Training - Phoenix Life IUL: December 19, 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.Join Gina Hawks for training on the Phoenix IUL product, Simplicity. This is a great product for your clients who are looking for tax-free retirement. Also, this is the only IUL product we have that is SIMPLIFIED issue, non-medical underwriting! Tune in to learn more about the product.
Click here for the presentation that will be used during the call.
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© 2015 National Agents Alliance. All Rights Reserved.
IUL Software Training with Gina Hawks5967 viewsIUL Software Training with Gina Hawks
Listen and watch as Gina Hawks of National Agents Alliance conducts this webinar on Software Training for Indexed Universal Life products from F&G Life and Monumental.
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© 2015 National Agents Alliance. All Rights Reserved.
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Recent Media
Product Training: December 6, 20187 viewsProduct Training: December 6, 2018
December 6, 2018: Liza from CFG will be covering the SafeShield simplified issue term product & their new point of sale underwriting process.
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© 2015 National Agents Alliance. All Rights Reserved.
The Wednesday Call Live! Audio Version: December 5, 201827 viewsThe Wednesday Call Live! Audio Version: December 5, 2018
The Wednesday Call Live (TWC) for (Date), 2018: 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 December 12, 2018 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: December 5, 2018688 viewsThe Wednesday Call Live! With Andy Albright: December 5, 2018
The Wednesday Call Live (TWC) for December 5, 2018: What is width without depth? What is depth without width?
Tune into the TWC to learn how to get DEEP and WIDE!
The Live Show will air again on December 12, 2018 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 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: November 30 20182 viewsAlliance Activity Call: November 30 2018
November 30, 2018: On this episode of the Alliance Activity podcast, your host Andy Albright explains how The Alliance is helping people form deeper relationships with people that translate in success. If you take the time to reach people on a meaningful level, your influence on people will rise. When people value your opinion, they trust you more and will lead you to more people. The more people you can get around, the more likely you will find success. When people trust you and what you are doing, they are going to let you talk to their friends and family without any pause for concern. It's all about relationships. You have to talk and listen to people and let them know you care. Put yourself in another person's shoes and try to exercise empathy for what they are going through.
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: November 29, 201819 viewsProduct Training: November 29, 2018
November 29, 2018: Eric will be giving us facts on death and talking about the 3 different types of life insurance.
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© 2015 National Agents Alliance. All Rights Reserved.Product Training: November 29, 20189 viewsProduct Training: November 29, 2018
November 29, 2018: Eric will be giving us facts on death and talking about the 3 different types of life insurance.
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© 2015 National Agents Alliance. All Rights Reserved.The Wednesday Call Live! Audio Version: November 28, 201831 viewsThe Wednesday Call Live! Audio Version: November 28, 2018
The Wednesday Call Live (TWC) for November 28, 2018: 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 December 6, 2018 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: November 28, 2018697 viewsThe Wednesday Call Live! With Andy Albright: November 28, 2018
The Wednesday Call (TWC) for November 28, 2018: Excellence and what it meansat The Alliance
The Live Show will air again on December 6, 2018 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 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.
IUL Software Training with Gina Hawks
The Wednesday Call Live! With Andy Albright: December 5, 2018
The Wednesday Call Live! With Andy Albright: November 28, 2018
Gina,
Awesome training Gina!! You do a tremendous job!!
Can I get a hard copy for my reference as well? I have sent you an email with that request just now.
Appreciate you!!!!
Thanks Diane! Send me your email address & I’ll email you a copy. My email is gina.hawks@naaleads.com
Gina,
Really great training today. I wish I could get a hardcopy for my reference.