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!
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 - Policy Reviews 101: May 4, 2017May 4, 2017: Mickey Crews and Junior Corria will co-host today's Product Call and will show you how to review an existing policy with a client.
Together, Mickey and Junior will cover the questions to ask a client, regardless of the type of policy they have.
CLICK HERE for a handy Policy Review Checklist to help you in conducting your own policy reviews.
Product Training - Make More Money With Less Effort: December 22, 2016
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!
Product Training - How To Read and Review Policies: March 17, 2016March 10, 2016: Gina Hawks is back to host this Product Call. Sometimes reviewing a policy with a client is like learning to read all over again! On the call, Gina will go over how to read policies and what to look for in term, whole life, universal life and accidental insurance policies.
Click here to get Gina's presentation.
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 - Referrals and Reviews: September 17, 2015
September 17, 2015: Jeremy Patton is hosting this Product Call!
It is no secret that a large percentage of Jeremy's business is from referrals and annual reviews with current clients. Today he will share some of his secrets on how he is so successful at it!
Product Training - CCLs and Policy Reviews: March 26, 2015National 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.
March 26, 2015: What are Current Client Leads? How do I get them?
What is a policy review and why should I do it?
Mike Lewantowicz answers these questions and more on this Product Call!
Fortunately, learning about CCLs and policy reviews should be easier than learning how to pronounce "Lewantowicz"!
Product Training - Finding Annuity Money: April 15, 2021April 15, 2021: Learn how to invest SMART in 2021 to find more annuity money! Live on today's Product Call with Chris Norris from BACM!
Product Training - American Amicable Term: April 8, 2021April 8, 2021: Learn the American Amicable term products as well as unique features & underwriting tips to get your cases issued fast! Tune in LIVE today with Product Specialist, Gina Hawks and special guest, Pete Mejia, from American Amicable!
Product Training - MoO Critical Advantage: April 1, 2021April 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!