Advisors Insurance Brokers is committed to providing their brokers with comprehensive training and resources so they have the knowledge needed to present their clients with comprehensive insurance solutions.
We offer weekly training sessions each Thursday at 2:00EDT for our producers on a wide variety of topics, presented by industry experts. Download our calendar of upcoming training sessions.
How To Videos
Visit our You Tube Channel for How To Videos, On Demand Training, Producer Testimonials, Staff Bios & more!
Recorded Webinars
Click a link below to view the recorded versions of the webinar. To request copies of the accompanying presentations, contact Bob Vandy at 800-695-8224 x105 or 518-688-8105, or email him and include the presentation name and date in your request.
Sales & Marketing
- October 2021: What do the Latest Tax Proposals Mean to Your Clients - Carly Brooks (John Hancock)
- July 2021: Business Tax Benefits of Nationwide’s CareMatters II Product - Josh Ford (Nationwide)
- June 2021: Are You Leaving Behind a Tax Burden? - Chad Bachorowski (AIG)
- May 2021: MovieComm.com (new Partner Perk!) - Scott DiGiammarino (MovieComm)
- January 2021: 3 Accumulation Concepts to Grow Your business in 2021 - Chad Bachorowski
- January 2021: Social Selling for Financial Professions; An Exclusive Opportunity for AIB Producers! - Christian Cisneros (Nationwide)
- December 2020: “Got WOTC” (The Work Opportunity Tax Credit) - Mike Lancey (MCM Tax Credit Alliance)
- December 2020: What’s Going on with NY Medicaid - Louis Pierro, Esq.
- November 2020: Social Security; The Choice of a Lifetime -Steve Calandra
Long-Term Care Solutions
- October 2021: ForeCare Fixed Annuity w/LTCI Rider - Sheldon Lamb (Global Atlantic)
- June 2021: National Guardian Life’s EssentialLTC Top Selling Features - Lawrence Vivenzio (NGL)
- June 2021: Lincoln’s Newest Innovation in LTC Planning – MoneyGuard Market Advantage - Glenn Usher (Lincoln)
- March 2021: Keys to Effective LTC Conversations - Josh Ford (Nationwide)
- February 2021: Mutually Connected LTC Solutions - Darcy Soltys/Meghan Partem (Mutual of Omaha)
- February 2021: Back to [LTC] Basics - Brian Shepard (OneAmerica)
- February 2021: Easily Pivot Between Traditional LTCI and Hybrids - Lawrence Vivenzio (National Guardian Life)
- November 2020: “The Basics of LTC Insurance” - Melissa Frasier (AIB)
- October 2020: Opportunities with Deferred Annuities for LTC - Kevin Fisher (OneAmerica)
- October 2020 (BONUS Webinar): What in the World is Going on in the LTCI Market?” - Ben Hatch (Nationwide)
- October 2020: Asset Based LTC with OneAmerica – Part 1 - Kevin Fisher (OneAmerica)
- July 2020: Crafting Sensible LTC Insurance Plans - Melissa Frasier (AIB)
- June 2020: Tax Benefits of LTC Insurance - Tom Fridrich (Mutual of Omaha)
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June 2020: Lincoln MoneyGuard: The Value in 30+ Years of Paying Claims - Glenn Usher (Lincoln)
- May 2020: “Buy LTCI and Invest the Rest” - Matt Hamann (Transamerica)
- April 2020: The Keys to LTC Planning - Chris Gathers (Nationwide)
- April 2020: Using Tax Qualified Funds for LTC Planning - Kevin Fisher
- Sept. 2019: AssetCare – A Unique LTC Planning Opportunity - Kevin Fisher
- June 2019: Using Tax Qualified Funds to Fund the LTC Need -Jake Lovell (Nationwide)
- April 2019: Life Insurance for Now and the Future – Including Chronic Illness Planning - Jeff Radosevic
Life Insurance
- October 2021: What do the Latest Tax Proposals Mean to Your Clients - Carly Brooks (John Hancock)
- July 2021: Cross Selling from a Census - Don Cooper (Principal)
- June 2021: Advanced Life Sales Ideas under the new Administration - Lou Pierro, Esq. (Pierro, Connor & Strauss)
- April 2021: Wealth Transfer Planning in a Low Interest Rate Environment - Steve Little (Prosperity Life)
- April 2021: 5 Hot Sales Ideas in 45 Minutes - Carly Brooks (John Hancock)
- April 2021: Why Nationwide’s IUL Protector II? - Nate Hatem (Nationwide)
- March 2021: Why Now? - Chuck Perrault (Prudential)
- March 2021: The Value of Life Insurance as an Asset - Bob Vandy (AIB)
- March 2021: Retirement Backstop - Carly Brooks (John Hancock)
- February 2021: The Next 25 - Chuck Perrault (Prudential)
- January 2021: Trust Planning Opportunities with Life Insurance - Lou Pierro, Esq.
- December 2020: How to Grow Life Sales & Deepen Engagement in a Remote-Only World - Sharon Kern & John Randle (Ensight)
- November 2020: Timely Planning Ideas in a Low Interest Rate Environment - Carly Brookers & John Fitzpatrick (John Hancock)
- October 2020: Problems with Illiquid Assets - Chuck Perrault (Prudential)
- October 2020: Business Succession Planning - Part II - How do Buy-Sells Work? - Victor Ngai (Security Mutual Life of NY)
- September 2020: The Basics of Life Insurance - Bob Vandy & Gary Clair – AIB
- September 2020: Three Life Insurance Accumulation Concepts - Joe Ross, AIG
- The link above is not a link to Joe Ross’s actual presentation from Thursday September 3, 2020. It is, however, similar content form a previously recorded session Joe conducted.
- August 2020: Sales Opportunities Under the SECURE Act - Mike Walker (John Hancock)
- August 2020: Different Needs over Different Time Horizons - Ernie Staton (Legal & General America)
- August 2020: Business Succession Planning; An Underserved Opportunity - Victor Ngai (Security Mutual Life of NY)
- July 2020: Nationwide’s IUL Calculator - Chris Gathers (Nationwide)
- July 2020: Why NOW is a Great Time to Talk About Life Settlements - Steve Shorrock (Veris Life Settlements)
- June 2020: Life Underwriting Made Easy - Tom Edgington (Principal)
- May 2020: Planning for Foreign National Clients - Chuck Perrault (Prudential)
- May 2020: Life Insurance You Don’t Need to Die to use - Tom Granata (ANICO)
- April 2020: Life Insurance Opportunities Under the SECURE Act - Bob Vandy (AIB)
- April 2020: Prudential’s “Loan Rescue” Program - Chuck Perrault & Jeff Radosevich (Prudential)
- March 2020: 3 Unique Sales Ideas in the GUL Space - Chad Bachorowski (AIG)
- January 2020: Principal Life – Product & Underwriting Niches
- January 2020: Principal Life – Business Planning Platform & Cross Selling Opportunities
- December 2019: Nationwide ‘Land as Your Legacy’ Turnkey Solutions
- November 2019: IUL University with Symetra
- November 2019: SPECIAL LTCI Awareness Month Webinar: The LTC Conversation!
- March 2019: John Hancock’s Vitality Program - Kelley Kelly
Income Protection/DI
- July 2021: Cross Selling from a Census - Don Cooper (Principal)
- May 2021: The Importance of Income Protection Planning -John Emanuel & Clara Long (Principal)
- September 2020: Increase Revenue with Voluntary IDI - Jamie Reidy (Unum)
- June 2020: Having Effective Income Protection Conversations - Cam Draude (Principal)
Annuities
- May 2021: Introducing Global Atlantic (Annuity/LTC Combos, Income Annuities and more) - Sheldon Lamb (Global Atlantic)
- April 2021: Indextra FIA: Differences that count from Integrity Life - Chris Vaccaro (Integrity)
- April 2021: QLACs – what are they and why do your clients need to know about them?
- October 2020: Opportunities with Deferred Annuities for LTC - Kevin Fisher (OneAmerica)
- October 2020: Will You Outlive Your Retirement Income? - Charles Samuel & Sam Hamilton (AIG)
- July 2020: Hot Annuity Sales Ideas - Jeannie Knapp (AIB)
- April 2020: The Nationwide Difference: Annuity Ideas with Impact! - Chris Bailey (Nationwide)
- December 2019: Safe Solution FIA & Select Choice SPDA from SMLI USA - Steve Little
- December 2019: Value Add & Income Savvy –GREAT Annuity Sales Concepts from AIG Annuities! - Charles Samuel
- August 2019: Using Annuities to Fund Your Wealth Protection Plan - Aly Horton (Lincoln)
- February 2019: New FIXED Annuity with Income Rider in NY!
- January 2019: SBLI Annuity Update from Steven Little