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.

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)