Webinar

Featured, Webinar

December 2019 Webinar

Open Format, Live Q&A Webinar. We answer all your Illustration and In-force questions live.

Featured, Webinar

November 2019 Webinar

How visuals help you communicate insurance solutions and sell more life insurance.

Featured, Webinar

October 2019 Webinar

Topic Focus: Life Insurance Product Hacks -Enhance ROI for rated clients -UL product “hack” to maximize CDA Credit -Manulife term product “hack” -Optimi…

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September 2019 Webinar

September Webinar Topic Focus - Finish the year strong with these revenue-generating strategies •Term Conversion - Maximize revenue with term conversions …

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August 2019 Webinar

Topic Focus: Why you should use LDA on every case (big or small) - Save policy renewal schedule for future reviews and policy mining - Attach documents a…

Featured, Webinar

July 2019 Webinar

Topic Focus Asymmetrical Dominance - What is it how can it help you position life insurance Case Studies Using "The Decoy Effect" - Simplified non-med vs …

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June 2019 Webinar

Thursday, June 27th @ 2 pm EST Increase Sales | Save Time | Automate Compliance - Using Recipes (work smarter not harder) - Inforce Recipe Automation…

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May 2019 Webinar

May 23rd 2:00 PM EST - Needs Analysis Best Practices - How Groups Increase Collaboration and Case Prep - Equivalent IRR (what is it when to use it) …

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April 2019 Webinar

Thursday, April 25th @ 2:00 PM EST -Review an In-force Policy -Estimate Term Renewals -Highlight the Cost of Waiting to Convert -Illustrate a Partial…

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March 2019 Webinar

Thursday, March 21st @ 2:00 PM EST - Mortgage Market Heating Up Sell to New Homeowners on Time, not Price - Term Rewrite & Exchange - Start a Creditor L…

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February 2019 Webinar

-Onboard With A Shared Needs Analysis -Best ways to present for maximum client engagement -Apply Now Button! (+save inforce policy data & compliance docs) …

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January 2019 Webinar

Custom Colour Pallet & Why Branding Is Important

How To Create and Join Groups

Layer Plans to Help Your Clients Get The Right Protectio…