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 - Alliance Tools to Grow: November 12, 2020November 12, 2020: How to utilize the Alliance tools to grow your business! Gina Hawks will host this week's product call & show you how to use the Alliance tools to grow your business. Everything from what products to learn, how to pick a product, how to quote, how to sell multiple products & much more!
The Wednesday Call Live! With Andy Albright: November 11, 2020The Wednesday Call (TWC) for November 11, 2020: Andy Albright will be covering how to get started, what goals you should be setting, and how to serve! Tune in to find out more on today's TWC LIVE!
The Live Show will air again on November 18, 2020 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 you 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!
AUDIO: Foresters PlanRight with Gina HawksNovember 4, 2020: AUDIO ONLY: Join Gina Hawks for this special webinar on Foresters PlanRight!
Product Training - AUDIO - Maximize Annuity Income: November 5, 2020November 5, 2020: AUDIO ONLY: Chris Norris and Gina Hawks will be hosting today's Product Call Webinar! What do Annuities and Burlington Alliance Capital Management have in common? Plug in as Chris and Gina teach you how to best utilize BACM to maximize your Annuity INCOME! Also...BIG NEWS!!! The BACM Team has a Winter Promotional Giveaway that you don't want to miss! Be sure to plug in to hear more!
Product Training - Maximize Annuity Income: November 5, 2020November 5, 2020: Chris Norris and Gina Hawks will be hosting today's Product Call Webinar! What do Annuities and Burlington Alliance Capital Management have in common? Plug in as Chris and Gina teach you how to best utilize BACM to maximize your Annuity INCOME! Also...BIG NEWS!!! The BACM Team has a Winter Promotional Giveaway that you don't want to miss! Be sure to plug in to hear more!
The Wednesday Call Live! With Andy Albright: November 4, 2020The Wednesday Call (TWC) for November 4, 2020: Andy Albright continues covering the importance of the 8 Steps to Success, with today's topic focusing on "listening" part 2! Andy says, "What you put into your mind is what you put out in the world!" Tune in to find out more on today's TWC LIVE from Burlington, NC!
The Live Show will air again on November 11, 2020 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 you 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!
Foresters PlanRight with Gina HawksNovember 4, 2020: Join Gina Hawks for this special webinar on Foresters PlanRight!
Product Training - SureBridge: October 29, 2020October 29, 2020: Seth Groff will be hosting today's Product Call Webinar with SureBridge! SureBridge offers some great ancillary products for your clients such as hospital indemnity, critical illness, dental/vision/hearing & accidental injury. These products are excellent ways to get multiple apps in the home!
Seth will be covering an overview of all of these products! Make sure to tune in for more!