“Modern Sales Strategies for Millennials” by Assurity
March 2, 2023, at 9:30 am
Join us as we introduce Assurity Life’s Lorraine Jessich and David Everly. They’ll discuss StartSmart, Assurity’s 3-in-1 affordable coverage solution that protects life, health, and income. With StartSmart, there’s no medical exam, meaning a quick turnaround for your clients. Plus, gain tips on how to effectively target the largest living adult generation.
Presented on: January 17, 2023 at 9:30 am
Effective January 1, 2023, licensed insurance producers will need to comply with best interest standards and disclosure requirements when selling annuities and must do so by July 1, 2023.
In this webinar, we’ll be covering what’s required from a producer to comply with the new rule (NAIC Model #275). Join us for an informative session that will help you get up to speed on the new requirements.
See who made the cut in our year-end wrap-up! We’ll summarize the top carriers in 2022, top products sold, what worked best in 2022, and the industry outlook for 2023.
Is the webinar quality low, or fuzzy? Change the quality to high definition by hovering over the video on the bottom right and changing the setting (gear icon) to 1080HD quality.
See how the hybrid LTC market has changed as carriers continually update their products to be competitive for your clients. Join our LTC specialist as Michael Sato, CLTC®, LUTCF®, FSS shares his knowledge of the LTC landscape and what these changes mean for you.
Presented on July 7, 2022 at 9:30 AM HST
Presented by Brant Yamamoto, ACS, FSS & Michael Sato, CLTC®, LUTCF®, FSS
In today’s turbulent times with rampant inflation, and the market seeing a correction from historic highs, come and join us as we look at some quick sales tips on using the safety of life insurance to not only protect your money but also grow it.
Interested in learning the latest underwriting information and how to get your cases through smoothly? Join us as Kevin Okumura, CFP® shares the latest underwriting information and how to find opportunities for complicated cases!
Presented: Thursday, June 16, 2022 at 9:30 am HST
View all Pacific Life has to offer from their Promise product line that boasts competitive pricing, and a strong conversion feature!
Pacific Life’s Swift Sailing is easy, requiring no medical exams, labs, or APS. Swift Sailing provides up to $2 million up to age 60 even with nicotine use. Their Smooth Sailing is fluidless as long as labs have been performed within the last 18 months, for ages 50-69, through your doctor or other sources. It’s a straightforward way to get coverage with predictable outcomes for applicants who meet requirements and gives up to $1 million of coverage.
If you’ve been looking for a new way to get coverage quickly and efficiently without having to do all the work yourself… this is it! Check out the resources below.
View the sample illustrations for a Male, 20yr term, 250K, PNS with a conversion of the 250K 5yrs later.
Presented: Tuesday, May 17 at 9:30 am
Join us as Kevin Okumura, CFP® goes over a very quick sales idea using whole life insurance to grow your cash value after just the 1st year.
