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 periodic webinar and live training sessions on a wide variety of topics, presented by AIB staff and other industry experts. Visit our Upcoming Trainings page for information on upcoming training sessions!
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
- December 2022: Make 2023 Your Best Year Yet! – Joe Templin (for AIB and NAIFA!)
- December 2022: Pearls of Excellence – Joe Templin (for AIB and NAIFA!)
- November 2021: Multimedia LTC Marketing Tool – Lynn Lavender & Bob Vandy (AIB)
- 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
- March 2, 2023: New Linked Benefit product in NY – Brighthouse SmartCare – Matt McCormack (Brighthouse)
- February 9, 2023: LTC Planning & Product Training – John Gibbons (Mutual of Omaha)
- January 12, 2022:LTC Insurance Sales Ideas & Strategies – John Gibbons (Mutual of Omaha)
- December 8, 2022: End of Year & Beginning of Year Sales Ideas – Shawn Britt , Nationwide
- November 17, 2022: 6 Steps to the LTCI Sales Process (LTCI Awareness Month) – Darcy Soltys, Mutual of Omaha
- November 10, 2022: For LTCIAM – LTC Research That Matters! – Kevin Fisher (OneAmerica)
- October 13, 2022: Sales Ideas to Grow your Long term Care Business – Josh Ford, Nationwide
September 2022 (from LTCI Sales Academy) – LTCI from an Industry leader – (Mutual of Omaha) - September 2022: LTC Insurance Solutions Update – Bob Vandy (AIB)
- November 2021: Onward & Upward with Mutual of Omaha LTCI – Darcy Soltys & Meghan Partem (Mutual of Omaha)
- November 2021: What’s Next for LTCI After WA State? – Shawn Britt (Nationwide)
- 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)
- 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
Life Insurance
- August 2022: Using Life Insurance to Protect Retirement Assets – Carly Brooks (John Hancock)
- June 2022: Bestow – A Quick Decision Term Life Platform – Kenny Minor (Bestow)
- May 2022: Life Insurance Opportunities in Social Security Planning – Bill Rainaldi (Security Mutual Life of NY)
- May 2022: Long Standing Tax Efficient Tool is Better Than Ever! – Chris Gathers (Nationwide)
- April 2022: Vitality, Aspire & Other Exciting John Hancock News! John Fitzpatrick (John Hancock)
- March 2022: Why CareMatters NOW, especially in NY! – Josh Ford (Nationwide)
- December 2021: Term vs. Permanent Life Insurance – Which one When? – Bob Vandy (AIB)
- December 2021: Life Insurance Opportunities in Social Security Planning – Bill Rainaldi (Security Mutual Life of NY)
- November 2021: Introducing the Ensight Permanent Life insurance Comparison Tool – Gary Clair (AIB)
- October 2021: Go Digital! Your Clients – and YOU – will Love it! – Mary Beth & Kristin (LGA)
- October 2021: Conversation Starters & Sales Ideas – Chad Bachorowski (AIG)
- October 2021: “Zoom” into Fall with Prudential & AIB
- 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
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
- April 2022: Exciting News from AIG Annuities (NEW Indexed Annuity in NY and More!) – Charles Samuel & Sam Hamilton (AIG)
- 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)