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  • 02-19-26 - Product Call - American Amicable's Intelligent Choice Just Got Faster

    02-19-26 - Product Call - American Amicable's Intelligent Choice Just Got Faster
    Feb 19 2026
    Pete Mejia from American Amicable is breaking down their Simplified Issue IUL , Intelligent Choice , and introducing a major upgrade that will help you move quicker and close more confidently. 🚀 Introducing: Express Quote This enhancement makes quoting faster and simpler, right on the spot. ✔ Fewer Clicks – Express Quote defaults to the most popular quoting options so you can move fast. ✔ More Flexibility – Seamlessly switch to Advanced Quote when you need full customization on riders, face amounts, and premium options.
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    41 Min.
  • Product Call: Annexus Annuity Portfolio - 02-05-2026

    Product Call: Annexus Annuity Portfolio - 02-05-2026
    Feb 5 2026

    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.
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    54 Min.
  • Product Call - Mutual of Omaha Life Protection Advantage - 01-15-26

    Product Call - Mutual of Omaha Life Protection Advantage - 01-15-26
    Jan 15 2026
    Join Lauren Montag & Derek Wiedenmeyer from Mutual of Omaha on this week's Product Call. They're going to be focusing on the Mutual of Omaha Life Protection Advantage IUL which is used primarily for larger death benefits & cash accumulation as well as long term care.
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    1 Std. und 3 Min.
  • 12-18-2025 - Product Call - IntegrityConnect Live Demo

    12-18-2025 - Product Call - IntegrityConnect Live Demo
    Dec 19 2025
    Mastering Integrity Connect: Enhancements, Features, and User Guide In this Thursday training call, Gina Hawks provides an in-depth overview of the Integrity Connect portal. The session covers the recent updates and enhancements to the platform, emphasizing its multifaceted functionalities such as CRM, underwriting, electronic applications, and access to leads. Gina guides new users on how to register and set up their profiles, explains the benefits of the platform including discounts and personalized websites, and demonstrates how to effectively use tools like Ask Integrity and live chat. Additionally, detailed walkthroughs on quoting for simplified and fully underwritten Indexed Universal Life (IUL) policies are included. This comprehensive training ensures users can maximize the potential of Integrity Connect for their business needs. 00:00 Introduction and Overview 01:12 Getting Started with Integrity Connect 02:03 Exploring the Dashboard and New Enhancements 02:36 E&O Insurance Savings 04:41 Setting Up Your Profile 06:01 Utilizing the Integrity Connect Features 08:56 Personalized Website and Business Phone Number 16:49 Selling Permissions Update 29:56 Client Management and Importing Contacts 33:53 Seamless Integration from Underwriting to Application 34:31 Adding Clients and Using Quick Quote 35:34 Detailed Underwriting Process 39:11 Health Conditions and Medications 44:38 Quoting and Application Process 46:57 Handling Common Issues and Questions 49:51 Using Integrity Connect for Different Products 54:39 Fully Underwritten IULs for Accumulation and Protection 01:00:11 Final Thoughts and Q&A
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    1 Std. und 2 Min.
  • 12-11-2025 - Product Call - Grow Your Toolkit: Live Training with Mediator Debt Solutions

    12-11-2025 - Product Call - Grow Your Toolkit: Live Training with Mediator Debt Solutions
    Dec 11 2025
    Turning Debt into Cashflow: A Comprehensive Guide for Agents and Families Join Armit Ian, the Business Development Director at Mediator Debt Solutions, as he shares insights into helping families get out of debt and equipping agents with the tools to assist even more families. In this episode, Armit discusses the current debt crisis, the importance of timing, and the surge in debt solutions programs. He covers how agents can benefit from referring clients to debt consolidation services, provides practical tips for engaging with clients about debt, and emphasizes the value of creating cashflow. The video concludes with details on commission structures, agent benefits, and a Q&A session addressing common questions about the process. Don't miss this opportunity to learn how to protect more families and grow your business.
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    52 Min.
  • 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.

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    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
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    1 Std.
  • 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.
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    46 Min.