The Alliance U PRODcast

Scott Grode from Transamerica shares key updates and resources for agents, including critical contact numbers, his email/cell, and added support from virtual wholesaler Jason Zachary, who can deliver team trainings on planning, product focus, recruiting, and new agent onboarding. He announces FE Express enhancements launching July 23: a new preferred risk class (Premier) alongside Select, plus juvenile availability down to 15 days old. He clarifies FE Express funeral planning concierge is switching from Everest to Empathy effective July 1, while prior policies keep Everest. Term and IUL non-med limits were improved: ages 18–55 up to $2M and ages 56–65 up to $1M with no exam. He reviews FE Express instant-decision flow, true Social Security billing, commission rules, underwriting strengths, face amount limits, draft-date limitations, policy promise, portal access, quoting, and tracking policies in Life Access.

IUL EXPRESS JUST GOT BIGGER with MoO💥🔥 More approvals. More clients. More business. This week, Lauren Montag and Derek Wiedenmeyer from Mutual of Omaha are breaking down the new updates to IUL Express and how you can start writing more deals right now. If you have been hitting walls with approvals or want to scale faster, this is the call.

Why XCEL Testing Is #1 for Insurance Pre-Licensing at The Alliance (Admin Portal, Reports, Study Tools)

Clay Mertes introduces XCEL Testing as The Alliance's preferred pre-licensing provider, citing the people, higher exam pass likelihood, and an easy-to-use technology system. XCEL's Mike and Omar explain they lead the industry in sending candidates to testing centers and maintain above-average pass rates, then walk through tools that help agents manage students: a new Alliance Resource Hub with downloadable PDFs (best practices, mentoring, calendars, how-to videos), and the Admin Portal for tracking enrollments, last login, detailed transcripts, and red flags like repeated quizzes or skipping content. They review daily tracking emails, custom reports that can be saved and scheduled, the "prepared to pass" status across three course parts, study calendars for finishing in 7–10 days, access-window extensions, state requirements pages, and instructor support for failed exams.

00:00 Welcome And Introductions

00:35 Why XCEL Testing Wins

02:10 Industry Leader Proof

03:21 Meet Omar And Setup

04:46 Resource Hub Overview

10:14 Admin Portal Access

11:56 Student Transcript Deep Dive

15:51 Using Data To Coach

19:39 Custom Reports Scheduling

24:00 Daily Progress Email Breakdown

26:48 Certificate Check Colors

28:04 Unlocking Full Question Bank

29:41 Finish Faster Remember More

31:12 Study Calendars Extensions

33:05 State Requirements Hub

36:15 Mentoring After Failed Exam

41:23 Why Access Window Floats

44:16 Student Resources Notes

45:06 Engagement Daily Report Habits

46:27 Manager Codes Hierarchy

50:54 Q&A Resource Hub Wrap

52:48 Final Thanks Closing

Maximizing Annuity Sales with Integrity Advisory Solutions and Annexus Join Chris Norris from Integrity Advisory Solutions as he hosts a deep dive into annuities with special guests Stephanie, Alex, and April from Annexus. They discuss the importance of not being afraid to ask questions, leveraging team support, and the unique offerings Annexus provides for product design and implementation. The team highlights two key products: Nationwide New Heights and North American Suite, detailing their features, guaranteed income, bonuses, and the comprehensive support available to agents. Key takeaways include using bonuses to offset tax implications, the uniqueness of the products, and leveraging aNexus as a partner for successful financial planning. This episode is a must-watch for agents looking to enhance their annuity sales and client offerings. Connect with Chris and the aNexus team for more personalized support and training opportunities.