Upcoming Events & Training
Medicare Marketing: Agency Builder
Join us for our Medicare Marketing: Agency Builder webinar. Let's start off the new year reviewing how to correctly set up your insurance agency or grow your business by hiring downline agents. This webinar is for independent agents who are just getting started or a single agent looking to expand. Learn how to effectively set up your agency, optimize growth, and make 2025 your best year yet.
Indexed Universal Life Sales Academy Part 2
Join us for Part 2 of our 4-part sales training series, powered by Ameritas. In this session, The IUL Position, we’ll focus on strategies for effectively positioning Indexed Universal Life (IUL) insurance to meet the diverse needs of your clients. Key topics include: How to make a compelling case for IUL sales, positioning IULs for family and household protection, and positioning IULs for businesses and business owners (key person, buy-sell, etc.)
Don’t miss this valuable opportunity to deepen your expertise and enhance your ability to serve clients with tailored IUL solutions!
Indexed Universal Life Sales Academy Part 3
Join us for Part 3 of our 4-part sales training series, powered by Ameritas. In this session, The IUL Skeptic, we’ll address key concerns and provide effective strategies for overcoming skepticism about Indexed Universal Life (IUL) insurance. Key topics include: How to help skeptical advisors gain confidence in promoting IULs to clients, how to reassure skeptical clients about the benefits and reliability of IUL plans, examining the realism of quoted interest rates: 6%, 7%, 8%—are they achievable, can advisors and clients count on life insurance protection when it’s needed most, and a deep dive into participation rates, floors, and various index strategies and accounts.
Don’t miss this opportunity to gain valuable insights and strengthen your ability to confidently present IUL solutions to both advisors and clients!
Medicare Marketing: Medicare 101 Seminars
Join Christy Wilbert on February 4th at 9:00 AM for an essential webinar on how to set up, advertise, and follow up to ensure a successful Medicare seminar. Christy will share proven strategies for organizing engaging seminars, reaching the right audience, and effectively following up to close sales. Whether you're new to Medicare seminars or looking to refine your approach, this session will provide you with practical tips and insights to grow your business. Don’t miss this opportunity to learn from one of the industry’s top experts!