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, 2017
May 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, 2016
March 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"!
The Wednesday Call Live! Audio Version: January 23, 2019The Wednesday Call Live (TWC) for January 23, 2019: 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 January 30, 2019 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!
The Wednesday Call Live! With Andy Albright: January 23, 2019The Wednesday Call (TWC) for January 23 2019: ARE YOU GETTING A BONUS? ALLIANCE NATCON 2019 is HERE, ARE YOU ON THE LIST?!
The Live Show will air again on January 30, 2019 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!
Alliance Activity Call: January 18, 2019January 18, 2019: On this episode of The Alliance Activity podcast, your host Jane Hill shares her journey with The Alliance, and explains how she is consistently a top producer with The Alliance.
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!
Product Training: January 17, 2019January 17, 2019: Gina is going to be talking about NLG's FlexLife II IUL! She will go over how we use this for tax-free retirement & how the product works!
The Wednesday Call Live! Audio Version: January 16, 2019The Wednesday Call Live (TWC) for January 16, 2019: 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 January 23, 2019 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!
The Wednesday Call Live! With Andy Albright: January 16, 2019The Wednesday Call (TWC) for January 16, 2019: Today on the TWC LIVE!
Our President & CEO, Andy Albright is LIVE on camus teaching you "3 little moves to DOUBLE your premium!"
He will also be explaining the CRAZY GSB plans for this year AND going over NATCON 2019!!!!
Tune in to hear!
The Live Show will air again on January 23, 2019 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!
Alliance Activity Call: January 11, 2019January 11, 2019: On this episode of The Alliance Activity podcast, Paul Roberts explains how he focuses on activities that matter the most, how he simplifies his life, and builds his business with passion.
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!
Product Training: January 10, 2019January 10, 2019: He is #1 in sales for IULs (Index Universal Life insurance for Tax-Free Retirement) & he's going to talk about how he does it!