Podcast Recordings
Our list of previously recorded podcasts & case studies regarding life insurance products and strategies.
Underwriting Unpacked: What Every Advisor Needs to Know
Connect with Jordan: mailto:Jordan.Pence@advisors-resource.com
Join us for a practical conversation with Will Walker, Director of Member Underwriting Services, as we unpack the role underwriting plays in case design, client expectations, and overall advisor success. This session will help advisors better understand how underwriting decisions shape outcomes, where cases most often get delayed, what information should be gathered upfront, and how to identify red flags earlier in the process. We’ll also discuss the most common mistakes advisors make before submission, what a well-packaged case looks like, when to use informal inquiries, and how advisors can better advocate for clients throughout underwriting. Whether you want stronger placement, fewer surprises, or a better client experience, this episode will offer actionable insights to help you improve underwriting outcomes and position cases for success.
(Recorded on: 4/2/2026)
How do Elite Advisors Get Referrals Without Asking – A Conversation with Don Connelly
CONNECT WITH JORDAN: mailto:Jordan.Pence@advisors-resource.com
Top advisors do not build referral-based businesses by begging for introductions. They earn trust, create memorable client experiences, and position themselves in ways that naturally lead to more referrals. In this episode, Don Connelly shares the mindset and strategies behind becoming the kind of advisor clients want to talk about. Inspire Referrals Organically Referrals are one of the most valuable ways to grow an advisory business, but the best advisors know they cannot rely on awkward asks or scripted requests. In this conversation, Don Connelly breaks down what elite advisors do differently to build trust, deepen client relationships, and create the kind of experience that inspires referrals organically. If you want to grow your business by becoming more referable, this episode is for you. What You’ll Learn In this episode, you will learn how to: – Build stronger client relationships that naturally lead to referrals – Create a client experience people want to talk about – Communicate value in a way that builds trust and confidence – Stand out in a crowded marketplace without sounding salesy – Develop habits and positioning that make referrals more consistent over time Want more referrals without having to ask for them? Register now to hear Don Connelly’s insights on what separates elite advisors from the rest — and how small shifts in mindset and client experience can create lasting growth.
(Recorded on: 3/26/2026)
Handling LIRP Objections: A Client Conversation Guide for Financial Advisors
Connect with Jordan: Jordan.Pence@advisors-resource.com
Life Insurance Retirement Plans can be powerful planning tools, but advisors often face hesitation, skepticism, or outright rejection when introducing the concept to clients. Knowing how to explain the strategy clearly and address concerns with confidence can make all the difference.
In this recorded session, we’ll break down how to navigate those conversations more effectively. You’ll hear practical ways to respond to common objections and see a sample LIRP on screen so you can better understand how to guide clients through the strategy.
(Recorded on: 3/20/2026)
Understanding SERPs: Advanced Planning for Business Owners with Ryan Goodchild
CONTACT JORDAN: Jordan.Pence@advisors-resource.com
Join us as we sit down with Ryan Goodchild from Principal to unpack how SERPs can help business owners attract, retain, and reward top executives. If you serve business owners or high-level leaders, this episode will give you practical insight into using advanced compensation strategies to deepen relationships and elevate your value as an advisor.
(Recorded on: 2/22/2026)
Solving the LTC Problem: A Look at EquiTrust’s Bridge LTC with Larry Nisenson
CONNECT WITH JORDAN: Jordan.Pence@advisors-resource.com
CONNECT WITH LARRY: larry.nisenson@assuredallies.com
(Recorded on: 2/12/2026)
Top 10 IUL Update 2/6/2026
CONNECT WITH JORDAN: Jordan.Pence@advisors-resource.com
It’s that time of year again — our Top 10 Indexed Universal Life (IUL) comparison is here.
In this episode of the Ultimate Advisors Resource Podcast, Jordan Pence and ARC Case Design Specialist Chris Workman break down the top-performing IUL products based on real numbers, not hype. We analyze which carriers truly stand out — and why — by looking beyond illustrated income alone.
(Recorded on: 2/4/2026)
The ARC Advantage: Inside Our Business
In this episode, we take you behind the scenes of Advisors Resource Company (ARC) to break down how our business operates and how we support advisors at every stage of growth. From onboarding and case design to underwriting, marketing, and business development, this conversation pulls back the curtain on what it looks like to work with a true BGA partner.
(Recorded on: 1/30/2026)
The Silent Sales Tool: Branding that Signals Credibility
CONNECT WITH JORDAN: Jordan.Pence@advisors-resource.com
Before a prospect ever speaks to you, your brand is already selling—or silently costing you business.
In today’s digital-first world, financial advisors are judged long before the first call. Your website, logo, LinkedIn profile, and overall online presence shape trust, credibility, and perceived expertise in seconds.
In this episode, we sit down with a branding expert to unpack how branding really works in financial services—and why it may be the most overlooked growth lever in your practice.
(Recorded on: 1/27/2026)
Don’t “Kyle Busch” Your IUL: Here’s What Went Wrong—and How to Make Sure It Never Happens to You
LET US REVIEW YOUR IUL – Email Jordan – jordan.pence@advisors-resource.com
Don’t “Kyle Busch” Your IUL
A must-listen podcast for advisors using IUL for accumulation, retirement income, or advanced planning.
Protect your clients, your practice, and your reputation.
If you work with IULs, your clients have already seen the headlines.
(Recorded on: 1/16/2026)
How Financial Advisors Can Win with Seminar Marketing (That Actually Converts) with Nick Schmidt
CONNECT WITH JORDAN: Jordan.Pence@advisors-resource.com
CONNECT WITH NICK: nick.schmidt@acquireup.com
Join Jordan Pence as he sits down with Nick Schmitt of Acquire Up to break down what’s actually working in seminar marketing today—and how advisors can use seminars to consistently book qualified appointments.
(Recorded on: 1/9/2026)
Uncovering American National’s Neweset SmartStart FIA
In this episode, we’re joined by Ronnie Russell, Regional Sales Manager at American National, for an in-depth conversation on one of their newest innovations in the fixed index annuity space: SmartStart FIA.
Ronnie breaks down how SmartStart is designed to meet today’s client needs—offering flexibility, simplicity, and growth potential in an uncertain market environment. We discuss how the product works, the type of clients it’s best suited for, and how advisors can position SmartStart as part of a broader retirement income and accumulation strategy.
(Recorded on: 12/19/2025)
Talking Buy-Sell Agreements: A Client Conversation Guide
Contact Jordan: Jordan.Pence@advisors-resource.com
Most business owners don’t review their buy/sell agreement until a death, disability, or breakup forces the issue. The problem? By then, options are limited and outcomes get messy.
(Recorded on: 12/12/2025)
Inside EY’s Study: Integrating IUL & Annuities for Better Retirement Results
Conventional retirement planning leans heavily on market portfolios to do three jobs at once: generate income, manage volatility, and leave a meaningful legacy. EY’s 2025 holistic planning study suggests there’s a more efficient way.
(Recorded on: 12/5/2025)
Planting the Seed for 2026: What You Can Do NOW to Kick Start the New Year
Practical strategies financial advisors can implement today to create momentum and growth heading into 2026.
As the year winds down, the most successful advisors aren’t slowing down—they’re planting the seeds for a strong start to 2026. In this episode, we break down the specific actions you can take right now to position your practice, your clients, and your pipeline for a high-performing year. From sharpening your prospecting strategy to strengthening client reviews and uncovering planning opportunities, this episode gives you the roadmap to build momentum before January even begins.
(Recorded on: 11/14/2025)
How “Quality of Life” (QoL) Products Can Help Deliver Living Benefits to Your Clients
In today’s high-net-worth and business-owner market, your clients expect more than a simple death benefit. They want solutions that adapt to changing health, legacy and lifestyle needs. That’s where Quality of Life enters the conversation.
Built by Corebridge Direct, this innovative product offers flexible living-benefit features that address chronic illness, critical illness or terminal illness — giving policyholders access to cash value while they’re still alive, under qualifying circumstances.
(Recorded on: 11/14/2025)
The Kyle Busch Lawsuit: The Real Issue Isn’t Life Insurance — It’s Greed
The lawsuit filed by NASCAR’s Kyle Busch against Pacific Life has reignited public debate around indexed universal life (IUL) insurance — and raised questions clients are already asking their advisors.
But let’s get one thing straight: the problem isn’t life insurance. The problem is greed.
In this episode of ARC Perspectives, host, Jordan Pence and special guest Ralph Pence unpack the Kyle Busch vs. Pacific Life lawsuit, separating fact from fear and exploring what every advisor can learn from it. Together, they’ll discuss how to respond when clients bring it up, how to rebuild trust, and how to position life insurance the way it was meant to be used — with integrity, transparency, and purpose.
(Recorded on: 11/11/2025)
Retirement Nightmares (and How You Can Prevent Them for Your Clients)
In this special episode of The Ultimate Advisors Resource Podcast, we share three real-world retirement horror stories — clients who faced unexpected financial challenges — and reveal how proactive, holistic planning can help advisors protect their clients from these frightening outcomes.
Every advisor has heard it: “I didn’t plan for that.”
It’s the phrase that too often comes after the damage is done.
(Recorded on: 11/4/2025)
Raising the Bar: What Sets Your Practice Apart in 2025
Clients are getting smarter—and more skeptical. They’re learning to verify credentials, question advice, and expect more from the professionals they trust with their money. In this episode, Jordan and guest Susan Bryant, CPA, CTS, CWS, discuss why that’s good news for great advisors.
They explore how today’s best financial professionals proactively educate clients about their credentials, establish high service standards, and differentiate themselves from the rest by truly acting as fiduciary partners.
(Recorded on: 10/27/2025)
Unlocking the Power of MSOs: Advanced Tax Planning for Business Owners and Advisors
In this episode of The Ultimate Advisors Resource Podcast, host Jim Hintz dives deep into one of today’s most talked-about tax planning strategies — the Management Services Organization (MSO).
As business owners and high-net-worth clients search for smarter ways to structure their income, protect assets, and reduce tax exposure, MSOs are emerging as a powerful — yet often misunderstood — solution.
(Recorded on: 10/20/2025)
Building a Lasting Family Legacy with Life Insurance
Life insurance isn’t just about covering the unexpected — it’s about creating security, opportunity, and peace of mind for generations to come.
When most people think of “legacy,” they think of money. But true legacy is about more than dollars — it’s about passing down stability, love, and confidence to the people you care about most. In this episode, we dive into how life insurance can play a powerful role in preserving wealth, reducing stress, and giving families a foundation for the future.
(Recorded on: 10/7/2025)
From Complex to Compelling: Don Connelly on Simplifying the Conversation
For more than four decades, Don Connelly has been one of the most influential voices in financial services — a master storyteller, motivator, and mentor to thousands of advisors. In this exclusive conversation, Don shares the timeless principles that help advisors cut through complexity, build instant trust, and turn jargon into action.
(Recorded on: 9/26/2025)
Wellness Meets Wealth: How Vitality Rewards Healthy Living
Discover how John Hancock is reshaping life insurance with the Vitality program—a unique approach that rewards clients for living healthier lives. In this episode, we break down what Vitality is, why it was created, and how it benefits both policyholders and life insurance producers.
(Recorded on: 9/19/2025)
Asset-Based Long-Term Care: Reposition Assets. Reduce Taxes. Protect Retirement.
In this episode of The Ultimate Advisors Resource Podcast, President Jordan Pence and Marketing Director Madelyn Nelson unpack asset-based long-term care (ABLTC)—how it differs from traditional LTC, where it fits in retirement income planning, and why “self-insuring” is often a costly myth. You’ll learn how to reposition idle assets, lower tax drag in care years, and protect the surviving spouse’s lifestyle.
(Recorded on: 9/11/2025)
Estate Planning Made Simple with Christopher Holtby
Rethink how you approach estate planning—and discover the power of simplicity.
Estate planning doesn’t have to be overwhelming. In fact, most advisors already have a natural superpower for guiding these conversations—they just need a framework.
In this episode of our series, we sit down with Christopher Holtby, Co-Founder and National Sales Leader at Wealth Advisors Trust Company, to explore how advisors can bring clarity and confidence to one of the most important (yet often avoided) areas of client planning.
(Recorded on: 9/5/2025)
Building a Business and Funding Real Estate with Life Insurance: A Conversation with Sheehan Rahman
Learn how one advisor grew his business and helps clients fund real estate with life insurance. Sheehan Rahman, founder of Profectus Insurance and Investments, joins us for an inspiring conversation on both entrepreneurial growth and innovative client solutions.Discover the pivotal moments that fueled Sheehan’s success. Gain insider knowledge on how life insurance can power real estate investments. Walk away with practical insights you can apply to your own practice—or your personal financial planning.
(Recorded on: 9/2/2025)
Discover the Top Annuities with Jordan and Chris
Join Jordan and Chris as they break down today’s most competitive annuity solutions.
As market conditions evolve, financial advisors are increasingly turning to annuities for growth, protection, and reliable retirement income strategies. In this exclusive podcast, Jordan and Chris discuss the top annuity products dominating the landscape today.
(Recorded on: 8/26/2025)
Rapid Recap: President Trump’s One Big Beautiful Bill in 15 Minutes
Join us as we break down the ins and outs of President Trump’s One Big Beautiful Bill (OBBB) and what it means for financial advisors, tax strategies, and your clients’ future.
(Recorded on: 8/15/2025)
Premier Bonus Plans: Reward Key Talent, Build Retirement Wealth, and Save on Taxes
In the upcoming episode, we will be exploring a high-impact strategy designed for business owners who want to reward themselves—and their top people—without the headaches of traditional deferred comp plans.
(Recorded on: 8/8/2025)
Client for Life: How to Earn Loyalty, Referrals, and Trust in Every Policy
What does it take to build a thriving, referral-driven practice that lasts decades—and still grows today?
In this candid and powerful episode, industry icon Bill Ipema opens the vault on what really works in life insurance and advisory success. With over 20 years of MDRT qualifications, Bill doesn’t just talk about numbers—he talks about people, purpose, and the daily habits that lead to meaningful client relationships and long-term trust.
(Recorded on: 8/1/2025)
7 Reasons Your Client’s Don’t like LIRPs and How You Can Change Their Minds
Life Insurance Retirement Plans (LIRPs) often face skepticism—whether it’s concerns about fees, complexity, or lower projected returns. But many of these objections stem from misunderstandings or narrow comparisons. In this episode, we break down the top reasons clients and advisors push back on LIRPs—and show how, with proper design and strategy, these perceived downsides can be managed or even turned into advantages. If you’re looking to deepen your understanding of how LIRPs can support tax-efficient retirement income, this discussion is for you.
(Recorded on: 7/28/2025)
The Art of Tax Planning with Susan Bryant
Join us for a dynamic conversation with top tax strategist Susan Bryant, CPA, as we explore the powerful (and often overlooked) ways proactive tax planning can shape long-term wealth outcomes.
In this session, we’ll uncover how high-income earners and business owners can go beyond basic tax prep and start leveraging sophisticated strategies to minimize taxes, build tax-free income, and preserve their legacy.
We’ll also explore how life insurance, when properly structured, can play a key role in reducing lifetime tax burden and creating flexible planning opportunities.
(Recorded on: 7/22/2025)
Top 10 IUL Update 7/10/25 with Jodan Pence and Chris Workman
Join Jordan and Chris as they explore the top 10 Indexed Universal Life (IUL) products available today. They break down each policy, highlighting the strengths, unique features, and strategic considerations that advisors need to know. Whether you’re looking for the best growth potential, cost-efficiency, or flexibility for high-net-worth clients, this episode will help you confidently navigate the crowded IUL landscape.
(Recorded on: 7/11/2025)
Q&A and Legislative Update with Tracey Ullom, JD, LLM, CLU® Associate Counsel at John Hancock
In this episode, host Jordan Pence welcomes Tracey Ullom, JD, LLM, CLU®, Associate Counsel at John Hancock Advanced Markets, for a deep dive into the legislative and strategic landscape shaping the future of life insurance.
Tracey brings her extensive expertise in ERISA-qualified plans, estate and business succession planning, and tax strategy—backed by her legal and academic credentials. She shares her insights on how recent legislative updates are influencing planning conversations and product positioning, especially in today’s complex environment.
(Recorded on: 7/1/2025)
Leveraging CPAs: The Missing Link in Your Referral Strategy with Jordan Pence and Madelyn Nelson
Contact Us: jordan.pence@advisors-resource.com, madelyn.nelson@advisors-resource.com
In this episode, Jordan Pence and Madelyn Nelson reveal how financial advisors can unlock consistent, high-value referrals through strategic CPA partnerships. You’ll learn how to position yourself as a value-add resource to CPAs, navigate the conversation around life insurance in a way that resonates, and build long-term collaboration that benefits everyone—especially your clients.
(Recorded on: 6/23/2025)
The Value of Corporate Trustees with Christopher Holtby
Join Jordan Pence as he sits down with Christopher Holtby, of Wealth Advisor’s Trust, to discuss the critical role corporate trustees play in safeguarding family legacies and enhancing client trust. Christopher shares valuable insights on why financial advisors and their high-net-worth clients increasingly prefer corporate trustees over traditional trust models.
Discover the advantages of independent, conflict-free fiduciary oversight, and learn how partnering with corporate trustees can simplify complex estate planning, enhance client relationships, and ensure financial legacies thrive for generations
(Recorded on: 6/6/2025)
The Intern vs. The Expert
Join us for a discussion as our intern, Caleb Carlisle, sits down with expert, Jordan Pence from Advisors Resource Company to explore the world of Life Insurance Retirement Plans (LIRPs), Indexed Universal Life (IUL) policies, and advanced retirement strategies, and more.
In this insightful episode, we’ll break down complex concepts, tackle common misconceptions, and highlight real-world scenarios. Whether you’re an experienced advisor looking for fresh perspectives or someone new to the industry eager to learn, tune in to discover how ARC simplifies sophisticated financial strategies with clarity and confidence.
(Recorded on: 5/30/2025)
Behind the Numbers: Life Insurance Pricing, Commissions & Career Lessons from Former Chief Actuary
This episode features a conversation between Jordan Pence, CFP, and Ralph Pence, a seasoned industry veteran with titles including Chief Actuary, Regional Director, and Trust Company President. The discussion centers around:
- A real-life case where an advisor was questioned about Indexed Universal Life (IUL) policy commissions and fees
- An insider’s perspective on how life insurance products are priced and structured.
- Ralph’s unique and diverse career journey—from actuarial science to wholesaling, to running a trust company and even a pizza franchise.
(Recorded on: 5/16/2025)
Mastermind Advisor Podcast: LTC Market Update with Jordan Pence and Mike Johnson
Join Jordan Pence and Mike Johnson as they break down the evolving Long-Term Care (LTC) landscape. In this session, we’ll explore the history, trends, and future of the LTC market, what’s driving record sales growth, and the rise of state-mandated programs. We’ll also dive into tax-advantaged funding strategies and compare Asset-Based LTC solutions with Life Insurance LTC Riders. Whether you’re looking to sharpen your expertise or uncover new opportunities for your clients, this conversation offers practical insights and ready-to-use strategies to grow your LTC business.
(Recorded on: 5/9/2025)
Mastermind Advisor Podcast with Ronnie Russell from American National
In this episode of the Mastermind Advisor Podcast, host [Your Name] sits down with Jordan Pence and Ronnie Russell from American National to dive into their newest annuity offerings and what they mean for today’s financial professionals. From innovative product features to strategic positioning in today’s market, Jordan and Ronnie provide a behind-the-scenes look at how these solutions are designed to support both client goals and advisor growth.
(Recorded on: 5/5/2025)
Processes, Priorities, and Putting Clients First — A Conversation with Wade Chessman
Running a successful practice takes strategy, dedication, and a lot of hard work. While every advisor must tailor their approach to fit their clients’ unique needs, there’s always something valuable to learn from those who’ve walked the path and built thriving businesses.
That’s why we’re excited to invite you to an exclusive conversation with seasoned advisor and wealth manager, Wade Chessman, CFP®, AIF®.
(Recorded on: 4/17/2025)
LIRP 101: The Smarter Way to Retire
Welcome to ARC’s podcast for financial advisors. Watch as Jordan and Madelyn break down the basics of LIRPS and answer questions from a live virtual audience.
(Recorded on: 4/17/2025)
Talking Life with Clients: Best Pratices, Sales Strategies, and More
Join Jordan Pence, CFP®, and Mark Miletello, Owner of Pacific Farm & Ranch Insurance Agency, as they explore effective strategies for discussing life insurance with clients—transforming tough conversations into engaging discussions that clients will want to continue.
(Recorded on: 4/17/2025)
Enhancing Client Relationships Through Innovation: Vitality & LifeCare with Joey Ussery, John Hancock Insurance
Join host Jordan Pence, CFP® on the latest ARC Advisor Podcast episode featuring Joey Ussery from John Hancock, as they discuss ways to deepen client relationships with innovative solutions like Vitality and LifeCare. Discover practical tips on effectively positioning these products to your high-net-worth clients, transforming life insurance conversations from traditional planning into engaging discussions focused on health, wellness, and long-term care.
(Recorded on: 4/16/2025)
Talking Life with Clients: Best Pratices, Sales Strategies, and More – with Mark Miletello
Join Jordan Pence, CFP®, and Mark Miletello, Owner of Pacific Farm & Ranch Insurance Agency, as they explore effective strategies for discussing life insurance with clients—transforming tough conversations into engaging discussions that clients will want to continue.
(Recorded on: 4/10/2025)
Processes, Priorities, and Putting Clients First – A Conversation with Wade Chessman
Running a successful practice takes, strategy, dedication, and a lot of hard work. While every advisor must tailor their approach to fit their clients’ needs, there’s always something valuable to learn from those who’ve walked the path and built a thriving business.
(Recorded on: 3/27/2025)
LIRP 101: The Smarter Way to Retire
Tap into undiscovered business opportunity within your existing client base through Life Insurance Retirement Plans (LIRPs). Watch as Jordan and Madelyn discuss what a LIRP is and strategies you can use when discussing them with your clients.
(Recorded on: 3/19/2025)
Premium Financing vs. The Leveraged Life Program
Life insurance premium financing is a financial strategy that allows individuals or businesses to obtain high-value life insurance policies without immediately paying the premiums out of pocket. Learn more by viewing the recording.
(Recorded on: 2/15/2025)
Top 10 IULs
Join us for this 15-minute podcast as we discuss the Top 10 IULs that are shaping the marketing in 2025. This session is designed to give you actionable insights to stay ahead of the curve to provide exceptional value to your clients..
(Recorded on: 1/29/2025)
Buy Term, Invest the Different- A Myth Dispelled
Many financial advisors advocate for buying term life insurance and investing the difference in cost compared to a permanent policy. In this session, we explore the limitations of this approach and present a compelling alternative strategy.
(Recorded on: 1/15/2025)
Split Dollar
During this 15 minute podcast we will explore the intricacies of Split Dollar Life Insurance. Learn how this powerful strategy can be used for executive compensation, estate planning, and tax optimization, with expert insights on the benefits, structures, and potential pitfalls.
(Recorded on: 12/18/2024)
Premier Bonus
During this 15 minture session, we will be discussing the tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process through premier bonus.
(Recorded on: 12/5/2024)
Rate Certain Annuity
This podcast session will discuss the key elements of Rate Certain Annuity such as garanteed rates, growth potential, and tax deferred accumulation.
(Recorded on: 11/18/2024)
SLATs
This 15 minute podcast sessions will cover an overview of a Spousal Lifetime Access Trust and it’s importance in financial planning.
(Recorded on: 10/23/2024)
Top 10 IULs
During this info-packed session we will review the key features and benefits of the Top 10 IULs. There will be additional information regarding how IULs can serve as a versatile financial tool for retirement planning and wealth accumulation.
(Recorded on: 10/9/2024)
Traditional Premium Financing vs The Leveraged Life Program
During this info-packed session we reviewed a traditional premium financing case and discussed a potential alternative funding strategy called “The Leveraged Life Program”.
(Recorded on: 7/25/24)
Upgrade Your Client’s Term Policy
During this 15-minute info-packed session we are going to show you a strategy that could “enhance” your clients term life insurance policy, improving their overall situation.
(Recorded on: 7/11/24)
Top 10 Indexed Universal Life Insurance Products
During this 15-minute info-packed session we reviewed our rankings of the top 10 Indexed Universal Life Insurance Products currently on the market. Input your information below to watch the recording:
(Recorded on: 6/13/24)
GUL vs Protection IUL
During this 15-minute info-packed session we compared a Guaranteed Universal Life (GUL) insurance product to, what certain carriers are calling, a “Protection” Indexed Universal Life (IUL) insurance product.
(Recorded on: 5/23/24)
Split Dollar Life Insurance
During this info-packed session we go over everything you need to know to set up a split dollar plan.
(Recorded on: 5/2/24)
Buy Term & Invest the Difference: A Myth Dispelled
Many advisors preach that buying term life insurance and investing the difference one would spend on a permanent policy is the best route. During this session we discussed flaws with this strategy and cover a potential alternative.
(Recorded on: 4/18/24)
Life Insurance for Business Owners: Premier Bonus
During this 15-minute info-packed session we discussed a tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process.
(Recorded on: 4/4/24)
How to get referrals from CPAs
During this 15-minute info-packed session we will discuss how you can form relationships with CPAs in order to get referrals from them over time.
(Recorded on: 3/21/24)
Insured Family Legacy
During this 15-minute info-packed session we reviewed a strategy to help grandparents plan a legacy for the benefit of their children and grandchildren using life insurance.
(Recorded on: 3/7/24)
How to Present a Life Insurance Retirement Plan
During this 15-minute info-packed session we reviewed a strategy to help you increase your life insurance sales in the pre-retiree market by presenting a Life Insurance Retirement Plan.
(Recorded on: 2/22/24)
2024 Annuity Update – Product Performance & Positioning
During this session we reviewed American National’s fixed deferred annuity products (MYGA + SPIA) as well as their fixed index annuity products (ASIA Plus 10 and 7).
(Recorded on: 1/4/24)
Live Case Study: Life Insurance Retirement Plan
Join us to walk through a live case study over a Life Insurance Retirement Plan (LIRP).
(Recorded on: 9/20/22)
Save Taxes Now, Get Tax-Free Income Later
A high-level split dollar strategy, utilizing life insurance, designed specifically for business owners.
(Recorded on: 7/26/22)
Helping Business Owners Maximize their Retirement
A case study to determine life insurance products that are best for helping business owners save for retirement.
(Recorded on: 6/21/22)
IUL with Best-In-Class Index Options
A review of various index options for IUL products currently on the market.
(Recorded on: 5/19/22)
The Best GUL on the Market
A Comparison of GUL products currently on the market.
(Recorded on: 5/3/22)
Turn-Key Premium Financing
An enhanced premium financing strategy that allows your clients to leverage their contributions to generate tax-free income.
(Recorded on: 10/18/21)
Discussing Risk-Control Indexes
An analysis of IUL products utilizing the S&P MARC 5 (er) index.
(Recorded on: 8/3/21)
