Upcoming Events & Training
Carrier Connection: Capital Blue Cross
Join us to learn more about Capital Blue Cross Medicare Supplement plans and their Senior Ancillary Products. This is a fantastic opportunity to expand your knowledge and ask questions directly to your broker representative. We believe that with the right information and tools, you can better serve your clients and grow your business.
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!
Final Expense Monthly Coaching Call
Calling ALL final expense advisors and those of your considering jumping into the fast-paced final expense market! URL Insurance Group is excited to host a monthly final expense coaching call. During this call, you will learn: Unique sales ideas, tips and tricks, how to increase your sales activities, sales training from top-level advisors, up-to-date product knowledge from carrier representatives, strategies to grow your business, gain referrals, and a whole lot more. Don't sit on the sidelines...get in the game! It starts with our monthly coaching call.
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!
Carrier Connection: Cigna
Join us for an in-depth session on Cigna Supplement plans and their Senior Ancillary Products. This is an excellent opportunity to enhance your knowledge and interact directly with your broker representative. With the right tools and insights, you’ll be better positioned to support your clients and drive business growth.
Indexed Universal Life Sales Academy Part 4
Join us for Part 4 of our 4-part sales training series, powered by Ameritas. In this session, The Ameritas IUL Sales Success Story, we’ll explore the wide range of Indexed Universal Life (IUL) products available in the Ameritas portfolio and what sets Ameritas apart in the competitive IUL market. Key topics include: A deep dive into the variety of IUL options in the Ameritas portfolio and how they benefit both advisors and clients, what makes Ameritas unique in the IUL space and how you can leverage that in your sales strategy, understanding the combination of life insurance coverage, cash value growth, and impressive living benefits, how customers can choose from multiple index accounts and make adjustments over time, key attributes successful advisors must possess to excel in selling IULs
Don’t miss this final session in our series—gain the knowledge and strategies you need to close more IUL sales and elevate your business with Ameritas!
Life Markets Master Class: Life Insurance linked benefits -vs- LTC
Join Jason Collins for an insightful webinar where he will delve into the ongoing debate between life insurance policies with linked benefits and standalone long-term care (LTC) plans. In this session, Jason will break down the advantages and disadvantages of each product, providing a clear comparison to help you understand the key differences. Whether you’re considering financial planning for the future or trying to navigate your options, this webinar will equip you with the knowledge you need to make an informed decision. Don’t miss out on resolving this debate once and for all with expert insights from Jason Collins. Register now to secure your spot!
Carrier Connection: Humana
Don't miss this comprehensive webinar on Humana Supplement Plans and Senior Ancillary Products. This session offers a valuable chance to deepen your understanding and engage with your broker representative. Armed with essential tools and insights, you'll be empowered to better assist your clients and accelerate business growth.
How to Generate Your Own Exclusive Facebook Leads
Join Christy Wilbert (Medicare Offerings SVP) and Shauna Thoresen (CEO & Founder of Social Waves Media) on February 24th at 9am to learn how to generate your own exclusive Facebook leads and discover the 3 keys to a successful lead generation campaign.
Life Markets Master Class: Risk Management & Life Insurance Integration
P&C agencies dedicate significant effort to advising clients on optimal risk management strategies to protect their most valuable assets, including homes, cars, jewelry, boats, and RVs. However, clients often overlook the importance of protecting what pays for these assets—their income. Join us to discover how to seamlessly incorporate life insurance into your risk management conversations. This approach not only helps grow your business but also boosts client retention and increases residual income.