Page de couverture de The Alliance U PRODcast

The Alliance U PRODcast

The Alliance U PRODcast

Auteur(s): AllianceU Prodcast: Education Sales Tips Proven Results and Motivation
Écouter gratuitement

À propos de cet audio

 The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more! Finances personnelles Gestion et leadership Économie
Épisodes
  • 12-04-2025 - Product Call - Learn F&G's Top Annuity Products & How to Earn More

    12-04-2025 - Product Call - Learn F&G's Top Annuity Products & How to Earn More
    Dec 5 2025

    Understanding F&G's Safe Income Advantage and Performance Pro Annuities | Webinar with Casey Sledge In this comprehensive webinar, Casey Sledge, an internal wholesaler at F&G, delves into the key features and benefits of two top-selling products: the Safe Income Advantage and the Performance Pro. Casey provides detailed insights into case design, financial strength, and bonus programs, alongside emphasizing the importance of financial strength for insurers. He also covers crucial survey findings about retirement trends and client financial concerns. Additionally, the webinar explains how these products cater to pre-retirees, details on payout options, and the advantages of annuities in financial planning. Casey wraps up by exploring the diversification strategies and resources available through F&G to assist agents in making informed decisions. The session concludes with a Q&A, addressing various participant queries related to product features, client suitability, and other related topics.

    Voir plus Voir moins
    38 min
  • 11-20-2025 - Product Call - Presenting IULs Effectively and Compliantly

    11-20-2025 - Product Call - Presenting IULs Effectively and Compliantly
    Nov 20 2025

    Presenting IULs Effectively and Compliantly: A Guide for Insurance Agents Join Gina Hawks and Alex Ian in this Thursday product call as they discuss the proper ways to present Indexed Universal Life (IUL) policies, focusing on their use for cash accumulation. This episode emphasizes the importance of compliance and proper disclosure in light of current regulatory and litigation trends. Alex shares key insights into avoiding common pitfalls and understanding regulatory challenges while Gina reviews practical tools and resources available for agents. Key topics include explaining tax implications, disclosing policy charges, and ensuring clients fully understand the nature of IUL products.

    00:00 Introduction and Overview

    00:51 Regulatory Concerns and Compliance

    02:10 Current Litigation and Legal Risks

    04:54 Common IUL Fraud Tactics

    09:28 Legal Grounds for Fraud Claims

    15:10 Misleading Sales Practices

    24:52 Documentation and Client Protection

    29:48 IUL Presentation Tools and Best Practices

    32:18 Understanding Tax-Free Retirement Income

    33:12 The Importance of Saving for Retirement

    34:06 Explaining Tax Deferred vs. Tax-Free Money

    38:14 How Indexing Works in IUL Policies

    45:30 Illustrating IUL Policy Benefits

    53:10 Key Disclosures and Client Communication

    57:07 Q&A and Final Thoughts
    Voir plus Voir moins
    1 h
  • 11-13-2025 - Product Call - Nassau Annuities: Income for Life

    11-13-2025 - Product Call - Nassau Annuities: Income for Life
    Nov 13 2025
    Boost Your Business with Nassau Annuities | Brendan Russell's Expert Insights Brendan Russell, a national wholesaler for Nassau Annuity Company, shares his expertise with the Alliance team, discussing how Nassau can help grow their business. Get insights into Nassau's rich history, financial stability, and unique product offerings designed for client-specific needs in growth, income, care, and family. Learn about the benefit of using Nassau's mobile application, the elite program for higher commissions, and various income contracts that ensure guaranteed income streams. Brendan also highlights Nassau's commitment to flexibility and customer service, offering practical tips for engaging clients in annuity sales. Ideal for agents looking to expand their business with Nassau's diverse array of financial products.
    Voir plus Voir moins
    46 min
Pas encore de commentaire