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Tag Archives: Generation Legacy

Product Training - Baltimore Life Wealth Transfer Products: January 8, 2015
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Product Training - Baltimore Life Wealth Transfer Products: January 8, 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.

Many clients are unaware of what wealth transfer products are available to them and how they can benefit. If you'd like to help your clients find a wealth transfer product that suits their needs, join the first product call of the year this week!

Garry Voith from Baltimore Life will be covering their Single Premium Whole Life and Generation Legacy products, which are excellent ways for your clients to transfer wealth.

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

Baltimore Life Presentation

Baltimore Life Asset Transfer Marketing and PoS Toolkit

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Baltimore Life Products: June 19, 2014
19 views
Product Training - Baltimore Life Products: June 19, 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.
Baltimore Life's Single Premium Whole Life and Generation Legacy products can help your client substantially increase the estate being passed on to their heirs in a tax efficient manner. Baltimore Life will be hosting our product call today to go over these great products.
Single Premium Whole Life is a secure solution for seniors who want to reallocate a portion of their invested cash assets not needed for daily living such as CD's and Money Market funds. Generation Legacy is designed for seniors who have non-qualified annuities and qualified funds that they want to pass onto their heirs in an easier and more tax-efficient manner. In addition to the immediate increase in your client's estate provided by the life insurance, both products also offer the security of living benefits through accelerated death benefit riders.
We will review:
Opportunities in the Market.

The design and key features of Baltimore Life's Single Premium Whole Life and Generation Legacy products.

Review the point of sale underwriting process giving you and your client an immediate underwriting decision in 90%+ of your applications.

Sales ideas, marketing, and point of sale materials available from Baltimore Life to support you in the asset transfer market!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Baltimore Life Tax Efficient Transfer: February 20, 2014
13 views

Product Training - Baltimore Life Tax Efficient Transfer: February 20, 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.
This week's training call is going to be hosted by Garry Voith from Baltimore Life. Garry is going to be covering Baltimore Life's AMAZING asset transfer products, Single Premium Whole Life and Generation Legacy.
Baltimore Life's asset transfer products can help your client substantially increase the money being passed on to their heirs in a tax efficient manner.
These products are an excellent solution for seniors who want to reallocate a portion of their assets not needed for daily living in an easier and more tax-efficient manner. In addition to the immediate increase in your client's estate provided by the life insurance, both products also offer the security of living benefits through accelerated death benefit riders.
During the call we will review:
Opportunities in the Market. The design and key features of Baltimore Life's asset transfer products. Review of the point of sale underwriting process giving you and your client an immediate underwriting decision in 90%+ of your applications. Sales ideas, marketing, and point of sale materials available from Baltimore Life to support you in the asset transfer market!
© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Baltimore Life SPWL: November 14, 2013
45 views
Product Training - Baltimore Life SPWL: November 14, 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.
This week's training call is hosted by Garry Voith from Baltimore Life! He will be covering their Single Premium Whole Life and unique Generation Legacy products.
Baltimore Life's asset transfer products can help your client substantially increase the money being passed on to their heirs in a tax efficient manner.
These products are an excellent solution for seniors who want to reallocate a portion of their assets not needed for daily living in an easier and more tax-efficient manner. In addition to the immediate increase in your client's estate provided by the life insurance, both products also offer the security of living benefits through accelerated death benefit riders.
During the call we will review:
Opportunities in the Market

The design and key features of Baltimore Life's asset transfer products.

Review of the point of sale underwriting process giving you and your client an immediate underwriting decision in 90%+ of your applications.

Sales ideas, marketing, and point of sale materials available from Baltimore Life to support you in the asset transfer market!

© 2021 National Agents Alliance. All Rights Reserved.
President's Club Bonus Call: Gina Hawks, Generation Legacy - October 11, 2013
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President's Club Bonus Call: Gina Hawks, Generation Legacy - October 11, 2013
National Agents Alliance President's Club hosts all kinds of special training and informational calls. These calls are specifically designed to help inform and educate our team members.
On this special BONUS call for October 11, 2013: As promised during the President's Club SPWL call, Gina Hawks will be training on the Baltimore Life Generation Legacy product during this special webinar. Find out how this product can help your clients double the gift they leave behind, tax-free!
Keep an eye on your email blasts for all the details on the next call!
© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Baltimore Life Tax Efficient Asset Transfer Products: September 19, 2013
41 views
Product Training - Baltimore Life Tax Efficient Asset Transfer Products: September 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.
This week's training call is hosted by Garry Voith from Baltimore Life. Garry will be training on Baltimore Life's Single Premium Whole Life product as well as their very unique Generation Legacy product. Both products are excellent ways to help your client transfer wealth tax-free to heirs.
Baltimore Life�s asset transfer products can help your client substantially increase the money being passed on to their heirs in a tax efficient manner.
These products are an excellent solution for seniors who want to reallocate a portion of their assets not needed for daily living in an easier and more tax-efficient manner. In addition to the immediate increase in your client�s estate provided by the life insurance, both products also offer the security of living benefits through accelerated death benefit riders.
During the call & webinar we will review:
Opportunities in the Market

The design and key features of Baltimore Life�s asset transfer products.

Review of the point of sale underwriting process giving you and your client an immediate underwriting decision in 90%+ of your applications.

Sales ideas, marketing, and point of sale materials available from Baltimore Life to support you in the asset transfer market!

© 2021 National Agents Alliance. All Rights Reserved.
Product Training - Baltimore Life Generation Legacy: August 15, 2013
43 views

Product Training - Baltimore Life Generation Legacy: August 15, 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 Garry Voith from Baltimore Life as he covers how the Generation Legacy product works. This is the perfect product for your clients that have qualified money (IRA, 401k, etc) or annuities that they DON'T plan to ever use, they just want to pass the money on to their heirs. The tax advantages of this product are huge. Generation Legacy is a unique combination of a Single Premium Immediate Annuity & a whole life insurance policy. You don't want to miss Garry explaining how this product works!
© 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!
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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!
61 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
8 views

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
7 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
8 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!
28 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.