Archives: Upcoming Trainings

Join us for this first “3rd Thursday” annuity webinar for 2025. • We’ll tackle some sales ideas and concepts using annuities that we see working – Annuity Wealth Transfer, Split Funded Annuity – just to name a couple • We’ll also dive into an innovative new index annuity outside NY called Rate Certainty Annuity • […]

Join us for this informative webinar with Matt from Chubb as he shares some valuable insights into Chubb’s innovative Life w/LTC product, and their Cancer product. Highlights include: Long Term Care through Permanent Term Life Insurance: Chubb’s policy satisfied the WA Cares Act as a qualified LTC plan allowing employees to opt out of the […]

Long-term care is part of a solid retirement and life plan and the opportunities have expanded for you to help your clients purchase LTC coverage with premiums that are guaranteed, protected from loss if the policy is not used, and eligible for tax deductions. Please join us to learn how Nationwide CareMatters® can help you […]

IUL can be a complicated, and sometimes a bit controversial, product. BUT, it doesn’t have to be! Tune in to this informative webinar with Vincent Graziosi from Mutual of Omaha, as he shares his perspectives and addresses: Impact of policy fees New money vs Portfolio rates Cap Integrity And more! Register NOW!

In this session, we’ll help you listen for the phrases in the KYC interview that would encourage a pivot to the Prosperity Select wealth transfer product. We’ll cover items such as: • Annuity rundown • Submission process • Buyer signals • Probing questions • Prosperity Select • Sales ideas Register now!