December 22, 2016: "Fitz" will tell you how referrals AND keeping in touch with your book of business is working smarter, not harder. It is the best way to make more money with less effort!
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Product Training - Policy Reviews, How To and Why: December 14, 2017
December 14, 2017: Today's Product Call is a real treat. Eric Bellaire, District Manager with The Alliance, is a GURU of policy reviews! Tune in as he explains WHY we should do policy reviews on products we did NOT originally sell, and HOW to do these type of reviews.
DOWNLOAD this form to follow along.
Product Training - Alex Fitzgerald, The 7 Touches: May 5, 2016May 5, 2016: The number 7 is considered the "perfect" number and a "lucky" number. According to numerology, 7 is the seeker, the thinker, the searcher of truth! On today's Product Call Alex "The Thinker" Fitzgerald will talk about "The 7 Touches", and guide you to the truth in various ways to follow up with your clients. Make sure your business stays on the books, and create clients for life!
Product Training - Conducting Annual Reviews: December 3, 2015
December 3, 2015: Today's Product Call is hosted by Jason Carey.
Jason is one of the best at conducting annual reviews and today he will teach you everything you need to know!
Use this link to the NAAU Advanced Resources ATM for Policy Review and CCL.
Product Training - MoO Critical Advantage: April 1, 2021
April 1, 2021: On today's Product Call, Kyle Gardner with MoO will be covering their Critical Advantage cancer, heart attack/stroke & other critical illnesses policy. Learn how to help your clients with this important coverage!
Product Training - Run and Explain IUL Illustrations: March 25, 2021March 25, 2021: Get the breakdown on how to run & explain IUL illustrations! Tune in live on today's Product Call with Product Specialist, Gina Hawks!
Product Training - Medicare Basics: March 18, 2021March 18, 2021: Learn the basics of Medicare with our two special guest hosts from United Healthcare Sales Directors, Rodney Rains & Sheri Teoli! Live on today's Product Call!
Product Training - MedicareCenter: March 11, 2021March 11, 2021: Get the demo on how to use our new Medicare quoting tool, MedicareCenter, on today's Product Call with Gina Hawks! The MedicareCenter has three quoting tools for Medicare Advantage & Medicare Supplement plans as well as a CRM system and many great features! Tune in to find out more!
Product Training - Making the Sale Basics: March 4, 2021March 4, 2021: Get the breakdown of the basic principles to making THE sale! Learn on today's Product Call with Jason and Tawny Carey!
Product Training - Difference Between IULs and Annuities: February 25, 2021February 25, 2021: What's the difference between IULs & annuities? Find out on today's Product Call with Product Specialist, Gina Hawks!
Medicare Supplement Webinar Training - With Gina HawksFebruary 25, 2021: Join Gina Hawks for this special webinar on Medicare Supplement training!
Medicare Advantage Basics - With Gina HawksFebruary 18, 2021: Join Gina Hawks for this special webinar on Medicare Advantage Basics!
Awesome Fitz!