In this episode, Trent engages in a compelling discussion with Jim, shedding light on the critical importance of stress testing life insurance policies. Duff provides valuable insights into the meticulous process of ensuring the reliability and stability of life insurance products, emphasizing the company's unwavering commitment to following through on promises made to policyholders. As they delve into the intricacies of stress testing, viewers gain a deeper understanding of the rigorous standards upheld by Mutual of Omaha to deliver on their commitments and provide peace of mind to customers. Join Trent and Duff as they explore how Mutual of Omaha navigates the complexities of life insurance to uphold their promises and secure the financial futures of their policyholders. Lastly, the "USS Duff" will be discussed on a future date.

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Coffee Talk with BGA Insurance Episode 9

Coffee Talk with BGA Insurance Ep9: KaiZen & Boosting Policy Withdrawals by 60-100%

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In this episode, Trent talks with Travis on innovative strategies for financial growth using life insurance. Fratini sheds light on the concept of KaiZen and its application in leveraging Indexed Universal Life (IUL) to achieve remarkable policy withdrawals, boosting returns by an impressive 60-100%. They discuss the importance of providing tools typically reserved for the 1% to a broader audience, aiming to empower the next 10% with financial success. Additionally, they explore methods for de-risking leverage in life insurance, ensuring stability and security in clients' portfolios. Fratini emphasizes the value of simplifying complex financial tools to facilitate portfolio growth, making wealth-building strategies accessible and effective for all.

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In this episode, Trent chats with the dynamic Mehran, where they dive into the secrets of sustainable growth. Assadi shares the company's ethos, encapsulated by the mantra "Do Good. Be Good. Make Good." He discusses National Life's remarkable journey from a small carrier to a top IUL seller, highlighting their commitment to ethical business practices. Loved by rating agencies, reinsurance partners, agents, and insureds alike, National Life stands out as a beacon of excellence in the industry. Join Trent and Assadi as they explore the power of good ethics in driving substantial and lasting growth.

Settled in? Watch Full podcast here: https://youtu.be/9s1bAjLsnHg

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Do Good Fest:

https://dogoodfest.com

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Coffee Talk with BGA Insurance - Epidsode 7

Settled in? Watch the full podcast here:

In this episode, Trent has an enlightening talk with Joe. Joe is an industry expert conceptualizer and storyteller. As a dynamic motivational speaker, he shares valuable insights that will leave you feeling empowered and inspired to excel in your sales efforts as well as introducing his innovative sales concept, the butterfly chart. It’s a true pleasure to speak to Joe Ross again - Don’t miss out on his live event, March 12, 2025 for valuable, exclusive sales inspiration and tools.

Join our LIVE EVENT March 13th with Joe Ross

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Coffee Talk with BGA Insurance Episode 6

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In this episode, Trent chats with Brooks about groundbreaking innovations in life insurance. They discuss the game-changing Grail Galleri test, making life insurance easier and more enjoyable to own. Tingle shares insights into how innovation is improving the industry and how John Hancock is adapting to changes in longevity for better life insurance solutions.

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Coffee Talk with BGA Insurance - BONUS Episode On the go? Listen to the full podcast here:https://podcasters.spotify.com/pod/show/bgacoffeetalk/episodes/CoffeeTalk-with-BGA-Insurance---BONUS-Episode-e2fdkncIn this episode, Trent introduces Joe Ross, VP of Sales Productivity and Business Development for CoreBridge Financial. Joe is renowned for his ability to simplify complex concepts and leverage storytelling to drive insurance sales. As a dynamic motivational speaker, he shares valuable insights that will leave you feeling empowered and inspired to excel in your sales efforts. Don't miss out on this must-listen episode as Joe prepares to delve deeper into his powerful content in an upcoming webinar and live event in Orange County, CA.Schedule a meeting with Trent:https://calendly.com/trentz/30min?month=2023-12⁠Join More with Joe Ross!Webinar February 15thLive event March 13thEmail us for more information!Agents, looking to increase your book of business? Send these off this week to get the conversation started!Send this Email: https://live.cloud.api.aig.com/life/connext-fdm/download/100AicF6FGkgO9MMYvefTIwGZKNhVUIl1z1IJThZBjJuRxT3Ro_01bvMxfOXIhMdnzS-UeOt9V9XUjbgtUc5sB8awAShare this flyer: https://adminplus.fgsfulfillment.com/View/AIGAG/1/AGLC107602Share to Social: https://image.life.corebridgefinancial.com/lib/fe3711717064057c771d70/m/2/Baby_Boomers_infosnacks_1200X628_BABY+BOOMERS-02.pngNote: For best results, customize these resources to match your voice.Like what we have to share? Follow Us and Share our Channels! Facebook: https://www.facebook.com/bgainsurance1 Instagram: https://www.instagram.com/bgainsurance/ Linkedin: https://www.linkedin.com/company/832087/admin/feed/posts/ Podcast: https://open.spotify.com/show/4wZ5Ohp5gvPuUFkNsn2tIsQuestions? Anything you want to hear? Contact us!https://[email protected](949) 955-0255

Coffee Talk with BGA Insurance - Episode 5On the go? Listen to the full podcast here: https://podcasters.spotify.com/pod/show/bgacoffeetalk/episodes/CoffeeTalk-with-BGA-Insurance---Episode-5-e2f8bjgIn this episode, Trent is joined by BGA's Annuity expert, Ryan Chester to share the reasons into the resurgence of annuities in 2023 and speculate on their future trajectory. They explore the compelling reasons why now is the opportune time to invest in annuities and share strategies for leveraging them to grow your business through cross-selling. Additionally, they highlight the latest innovations in annuities, including enhanced riders and substantial bonuses. Thanks for tuning in!Schedule a meeting with Trent:https://calendly.com/trentz/30min?month=2023-12⁠Contact Ryan:[email protected] Agents, looking to increase your book of business? Send these off this week to get the conversation started!Send this Email:https://live.cloud.api.aig.com/life/connext-fdm/download/100AicF6FGkgO9MMYvefTIwGZKNhVUIl1z1IJThZBjJuRxT3Ro_01bvMxfOXIhMdnzS-UeOt9V9XUjbgtUc5sB8awAShare this flyer:https://adminplus.fgsfulfillment.com/View/AIGAG/1/AGLC107602Share to Social:https://image.life.corebridgefinancial.com/lib/fe3711717064057c771d70/m/2/Baby_Boomers_infosnacks_1200X628_BABY+BOOMERS-02.pngNote: For best results, customize these resources to match your voice. Like what we have to share? Follow Us and Share our Channels!Facebook: https://www.facebook.com/bgainsurance1Instagram: https://www.instagram.com/bgainsurance/Linkedin: https://www.linkedin.com/company/832087/admin/feed/posts/Podcast: https://open.spotify.com/show/4wZ5Ohp5gvPuUFkNsn2tIs Questions? Anything you want to hear? Contact us!https://[email protected](949) 955-0255

Coffee Talk with BGA Insurance - Episode 4In this episode, Trent discusses with BGA agent Eric Bell the keys to building success in selling permanent insurance. They delve into strategies for agents to gain confidence in promoting permanent insurance policies and explore the benefits of asset shifting to reduce taxable burdens. Additionally, they share insights into how to effectively convert investors to recognize the value of life insurance. Tune in for valuable tips on thriving as an insurance agent!Schedule a meeting with Trent to get started on VIVEhttps://calendly.com/trentz/30min?month=2024-01 Corebridge Agents, looking to increase your book of business? Send these off this week to get the conversation started!Send this Email: https://live.cloud.api.aig.com/life/connext-fdm/download/100AicF6FGkgO9MMYvefTIwGZAPEGWJgoWxeJQLC1q8bVFAbvGvfWVlZzRpiH73bXfN1MU7yXU-neOAPqMwtjtQs9gShare this flyer: https://adminplus.fgsfulfillment.com/View/AIGAG/1/AGLC201134Share to Social: https://image.life.corebridgefinancial.com/lib/fe3711717064057c771d70/m/2/Term_Life_on_your_Terms_infosnacks_1200X628_Term+Life+on+Your+Terms-03.pngNote: For best results, customize these resources to match your voice. Like what we have to share? Follow Us and Share our Channels!Facebook: https://www.facebook.com/bgainsurance1Instagram: https://www.instagram.com/bgainsurance/Linkedin: https://www.linkedin.com/company/832087/admin/feed/posts/Podcast: https://open.spotify.com/show/4wZ5Ohp5gvPuUFkNsn2tIs Questions? Anything you want to hear? Contact us!https://[email protected](949) 955-0255

Coffee Talk with BGA Insurance - Episode 3In this episode, Trent engages in a discussion with Shawn Bragdon, a co-owner of BGA Insurance and an expert in the Indexed Universal Life (IUL) industry. Discover the evolution of IUL, including its key features and advantages. Gain insights into positioning IUL effectively in the market, the distinction between guarantee and accumulation aspects, and the benefits of a no negative return investment approach. Explore why "0 is your hero" in the realm of IUL. Join us to learn about the value of IUL insurance and insights into its future trends.Questions? Is there anything you would like to see covered? Let us know at [email protected] Shawn's Webinars:https://www.youtube.com/watch?v=b0wFjIZESKAhttps://www.youtube.com/watch?v=X60zrJtARW0Infographics to share with your clientele:https://image.life.corebridgefinancial.com/lib/fe3711717064057c771d70/m/2/Term_Life_on_your_Terms_infosnacks_1200X628_Term+Life+on+Your+Terms-05.pngSchedule a Meeting with Trent:https://calendly.com/trentz/30min?month=2024-01 Corebridge campaign: https://www.corebridgefinancial.com/life/retirestronger/home BGA [email protected]

Coffee Talk with BGA Insurance - Episode 2In this week's "Coffee Talk with BGA Insurance," host Trent Zimmermann engages in a conversation with BGA Insurance President, Barry Zimmermann. They go into a comprehensive review of 2023, offering predictions for 2024, and share insights on the implications of the new LTC law and the sunset of the estate tax. Join them as they discuss industry insights, product updates, market trends, policy changes, and effective marketing strategies aimed at empowering agents to enhance their sales and business growth.Questions? Is there anything you would like to see covered? Let us know at [email protected] a Meeting with Trent: https://calendly.com/trentz/30min?month=2024-01Corebridge campaign: https://www.corebridgefinancial.com/life/retirestronger/homeActivities Scorecard: https://uploads-ssl.webflow.com/604f9c7fc55c8657d7a2b6c7/65a08f86af9547471ba44ab2_Activities%20Scorecard%20Fillable%20%5B58%5D.pdfBGA [email protected]