Upcoming Events & Training
Carrier Connection: UHC
Join us for an informative session where we'll explore United Healthcare Supplement plans and their Senior Ancillary Products. This is a great chance to enhance your understanding and engage directly with your broker representative. With the right insights and resources, you’ll be empowered to better support your clients and take your business to the next level.
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!
Carrier Connection: Mutual of Omaha
Join us for an engaging and informative webinar as we dive into Mutual of Omaha's Supplement Plans and Senior Ancillary Products. This session offers a valuable opportunity to deepen your knowledge and connect directly with your broker representative. With the right tools and expert insights, you’ll be equipped to provide exceptional support to your clients and elevate your business to new heights.
Life Markets Master Class: Protecting Clients’ Social Security
URL Insurance Group is committed to supporting the growth of the life insurance industry by offering continuous training and marketing resources. Whether or not life insurance is your primary line of business, integrating it into your offerings can enhance your overall product portfolio. By adding life insurance, you can strengthen and complement any financial services you provide. Join us for this webinar to learn how life insurance can benefit your business and expand your offerings.
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!