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Monday, September 25, 2023 - Friday, September 29, 2023 | |
MONDAY, SEPTEMBER 25, 2023 | |
TUESDAY, SEPTEMBER 26, 2023 | |
10:00 AM CT
Interactive Asset-Care Client Presentations - Customized to Each Quote You Run! From OneAmerica
Turn your Asset-Care quotes into an interactive client presentation with a press of a button! Welcome to a new age in presenting OneAmerica's Life-Based LTCi plans to your client(s) with a time-tested presentation that can be customized to your clients quote values. Three decades of successfully presenting and placing Asset-Care cases led to this customizable sales tool. This is a game-changing tool folks!
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11:00 AM CT
OneAmerica Care Solutions Regional Meeting in Cockeysville, MD from OneAmerica
Lunch and learn covering LTC statistics and planning solutions, as well as, product updates, and our new interactive quoting tool! Don't miss this yearly lunch and learn in your area.
Lunch will be provided. You may also bring your sales assistant or marketing professional.
18 seats provided. Register today!
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11:00 AM CT
Women and Social Security from Athene
Join Andy Robertson, Vice President and Co-founder for the Corporation for Social Security Claiming Strategies, to learn more about the challenges facing women as they make Social Security decisions. Andy will share his insight on how planning for retirement has changed and how Social Security can be a cornerstone of planning for a more secure retirement. Andy is creator and architect of the Social Security Optimization planning process. He coaches and trains some of the most accomplished retirement planning professionals in the country.
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12:00 PM CT
Contestability - Those Little White Lies from OneAmerica
All life insurance policies have a contestability period when the insurer can investigate the application for fraud and misrepresentation which could lead to an insurance offer being rescinded or a claim being denied. Please join us as we share information and even a few of the little white lies clients tell in this in-depth webinar.
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12:00 PM CT
IRA Market for Small Business & Non-Profits from National Life Group
Strategies for prospecting and selling to small business owners/non-profits and their employees.
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12:30 PM CT
OneAmerica Hosts Hybrid LTC Advanced Strategies Lunch and Learn in Salt Lake City/Cottonwood Heights, UT from OneAmerica
Plan to join Regional Sales Director, Alex Fekete, CLTC as he hosts this lunch and learn opportunity at the Marriott Courtyard Salt Lake City Cottonwood. He will invest his numerous years with OneAmerica successfully discussing, marketing, and implementing Asset Based LTC solutions within client retirement plans. This event will cover discussing hybrid LTC solutions with clients, OneAmerica's Asset Care (whole life) and Annuity Care (fixed and indexed annuities) in a deep dive, as well as our new interactive Sales Presentation Tool that will help increase your success. Lunch will be served and seats are limited to 15 - so needless to say this will fill up fast!
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1:00 PM CT
Welcome to NLG & Agent Portal from National Life Group
Are you new to doing business with National Life Group? Are you looking to get a kick-start at becoming a successful agent with us? If so, please join us for an overview of our company, our business, and where you fit in as a valued partner with us. We will give an overview of selling our products and introduce you to your Agent Portal. This session is for agents who are new to National Life Group and looking for an introduction to doing business with us.
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2:00 PM CT
E-App for Annuities: Become a Pro with iGo E-App from National Life Group
Do you want to speed up the application process and get paid faster? Do you want to cut down on NIGO (Not In Good Order) business? This Webinar will show you how to utilize our E-App system to submit your business electronically. This session is for any Agent who wants to learn how to submit their business electronically.
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WEDNESDAY, SEPTEMBER 27, 2023 | |
11:00 AM CT
OneAmerica Care Solutions Regional Meeting in Philadelphia/Cynwyd, PA from OneAmerica
Don't miss this yearly lunch and learn in your area. We will highlight recent changes, what's selling in today's market, and our new quoting tool!
Lunch will be provided. You may also bring your sales assistant or marketing professional.
18 seats provided. Register today!
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11:00 AM CT
What is My Business Actually Worth? From National Life Group
Join the Advanced Markets team and special guest Carey Yukic as we discuss the importance of business valuation, the art and science that goes into the calculation, and how to use this information to ensure proper planning for your clients.
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1:00 PM CT
Illustration Training Basics from National Life Group
Are you new to doing business with National Life Group and looking for an introduction to our illustration software? If so, please join us for an overview of our illustrations, as well as best practices to set you up for success in illustrating our products. This webinar is for agents who are new to National Life and want to gain familiarity with our illustration software.
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10:00 AM CT
Today's Financial Worries. Tomorrow's Revolutionary Solution from Kai-Zen
How The Rich Get Richer - Education on the Art of Wealth Accumulation
Daen Wombwell hosts NIW's first ever live PUBLIC WEBINAR! He will explain to prospective clients the art of wealth accumulation for how the rich get richer!
This webinar will highlight key areas in which Kai-Zen can benefit clients and provide the potential for the financial security that everyone wishes to achieve. If you have prospective clients, clients that have already purchased, or would like to educate yourself on what Kai-Zen truly is, this is the webinar to attend.
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THURSDAY, SEPTEMBER 28, 2023 | |
11:00 AM CT
FIT Retirement Series: Flexible Premium Solutions from National Life Group
The next generation of retirement solutions…the consumer-focused FIT Retirement Series of flexible premium annuities. Learn more about how these retirement solutions are tailored to meet client’s needs for both short and long-term accumulation and distribution time frames. This session is for Agents who want to incorporate Flexible Premium Deferred Annuities into their practice ***Don’t forget to complete your state’s specific annuity training***
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1:00 PM CT
Setting Agents Up for Success | Avoiding Common Pre-Sales Pitfalls from National Life Group
Are you new to the National Life Group sales process? We will introduce you to some of our common business practices, and give you tips for selling our products and submitting your business! We will introduce you to our e-App system, our underwriting process, and more! This webinar is for agents who are new to our business and looking for guidance in our sales process.
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2:00 PM CT
SummitLife Sales Illustration Training from National Life Group
Do you have high net worth, high income clients who are looking to contribute a substantial premium into an IUL? SummitLife is our large cash accumulation IUL with a minimum face amount of $1,000,000. Learn how competitive this IUL is when it comes to building cash value. This session is for Agents who want to incorporate Indexed Universal Life into their practice.
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FRIDAY, SEPTEMBER 29, 2023 | |
10:00 AM CT
Hybrid Life & Annuity LTC from OneAmerica
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
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11:00 AM CT
Kai-Zen Agent Training
Covering new topics, innovative sales strategies and much more, these live weekly webinars deliver fresh materials and ideas to help you exceed expectations and provide solutions to meet each client’s unique needs.
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12:00 PM CT
Intro to Balanced Opportunities from National Life Group
With Balanced Opportunities, you can get into new plans and markets that weren’t available before. Join us to learn about this exciting new offering to help expand your business.
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SATURDAY MORNING CARTOONS | |
Contact Us Today!
Toll Free: 800-888-2829
Toll Free Fax: 888-782-9062
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For broker/agent use only.
Not intended for use by the general public.
Financial Markets Inc does not solicit in the state of New York.
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PO Box 3980 Rapid City, SD 57709
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