The Alliance U PRODcast

Join Chris Norris from Integrity Advisory Solutions and Rush Wilbanks from NLG as they dive deep into annuity products. In this episode, they discuss National Life Group's innovative offerings, highlighting the unique features of the Retire Max Secure 5, Growth Driver 10, and Income Driver 10. Discover the benefits of multi-year guaranteed annuities (MIGAs), fixed indexed annuities (FIAs), and flexible premium indexed annuities. Learn about the updated green sheet process, sales techniques, and potential market opportunities. Stay tuned for insights into customer profiles, the importance of income riders, and strategies for maximizing retirement savings. This episode is a must-watch for financial advisors looking to boost their annuity business.

Marvin Osuna shares invaluable insights on how to double your income in just 90 days using a proven policy review strategy. Joined by his wife Rachel, Marvin has been part of the Alliance for 13 years. He walks you through a detailed, step-by-step process to effectively conduct policy reviews, whether you're an experienced agent or just starting out. Gain practical tips on booking appointments, using the CRM, engaging clients with effective scripts, and identifying opportunities to upgrade policies. Learn how to manage client relations, validate their initial decision, and increase their coverage. This comprehensive guide aims to help agents become trusted advisors and ensure long-term client satisfaction and retention.

Mastering Referrals and Growing Your Business with James Coleman Join James Coleman in an insightful call where he shares his journey from a lucrative career at Best Buy to achieving success with The Alliance. He provides a step-by-step guide on how to effectively generate referrals, emphasizing the importance of building rapport with clients, asking for referrals, and implementing a systematic approach to ensure high profitability. James also touches upon the significance of the infrastructure, culture, and support at The Alliance, which prompted his return after exploring other opportunities. This episode is packed with practical strategies for anyone looking to enhance their sales and increase their return on investment.

Bruce shares key announcements including the relaunch of the 'Your Term' non-medical product designed for healthier clients with lower rates and an update on the PlanRight process aimed at making the underwriting process more efficient by eliminating the need for telephone interviews. He also details the operational changes and improvements for both paper and electronic applications, addressing how these changes will benefit agents and clients. Furthermore, Bruce emphasizes Forrester's commitment to assisting agents with an array of support channels, the importance of member benefits, and upcoming incentive programs aimed at recognizing and rewarding agents' hard work.

This week's product call is hosted by Kelly Rayburn from Wellabe. She's going to be covering the Wellabe Short Term Care product. This is a great product that is an alternative to long term care for those clients who can't afford, can't qualify for or just don't want to pay the high cost for long term care insurance.

Join Gina Hawks & a special guest as they cover reporting in MedicareCenter that will help you strategize for the disruption this AEP. You can see the potential number of shoppers and number of individuals who will need to change their plan this AEP with this reporting. Then you can execute specific lead campaigns in LeadCENTER to target these areas.

Gina Hawks is hosting this week's product call to go over some basic information about Medicare including Medicare Advantage, Medicare Supplement & Prescription Drug plans. This information will be extremely helpful for those new to Medicare to prepare for this year's Annual Enrollment Period (AEP).

This week's product call will be hosted by Belle Crause. She's going to be showing you how to do an intake appointment for an estate planning client. This will be helpful whether or not you're doing estate planning seminars because you can set up an estate plan for existing clients & others who didn't attend a seminar.

This week's product call will be hosted by American Amicable. They will be covering the SafeCare Term simplified issue term product as well as the Platinum Solution final expense products.

This week's product call will be hosted by Roberto Silva with Corebridge. Corebridge is getting ready to introduce their single platform for both simplified issue & guaranteed issue applications. Roberto will be covering the new application processes as well as other great information on Corebridge's final expense products.