The Alliance U PRODcast

AllianceU Prodcast: Education, Sales Tips, Proven Results and Motivation
  • 4.4 (18)
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  • Updated Biweekly

The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more!

  1. 1d ago

    Product Call - Integrity Connect with Gina Hawks - 09-17-2024

    Integrity Connect Life Insurance Training: Account Setup, Selling Permissions, CRM, Quoting & Underwriting Demo Gina Hawks provides a start-to-finish training demo on using Integrity Connect for life insurance, including how to access and register through ARC, navigate the dashboard, and set up an agent account to enable quoting and enrollment. She explains turning on product preferences, adding a professional photo and bio for the client-facing agent website, setting office hours for calendar booking, and using the free Integrity business phone number (with recorded calls used for AI summaries). She shows where to check or manually attest selling permissions, reviews CRM basics like importing clients and uploading documents, and clarifies that the client medical profile does not feed life underwriting. The demo walks through Quick Quote for final expense, entering health conditions (not prescriptions), answering reflexive underwriting questions, filtering results, and launching carrier e-applications, plus notes on product availability, term defaults, and tool limitations. 00:00 Welcome and Goals 01:23 Logging In and Dashboard Tour 02:49 New Features Ask Integrity 05:35 Account Setup Basics 07:54 Agent Profile Products 08:54 Website and Bio Setup 12:21 Business Phone and Call AI 15:50 Selling Permissions Check 18:13 Clients CRM and Importing 20:06 Client Record Documents 21:23 Medical Profile Warning 23:44 Quick Quote Life Demo 27:37 Entering Health Conditions 28:54 Search Tips Acronyms 31:03 Driving and Criminal Factors 31:55 Search Conditions Fast 32:50 Diabetes Reflex Questions 36:33 Complications And Followups 39:41 Quote Results And Filters 42:02 Picking Products Wisely 45:31 Apply Button And Tech Support 48:52 Limits And Accuracy Tips 52:26 Other Products And Workarounds 54:31 IUL And Term Examples 01:00:00 Wrap Up And Next Steps

  2. Sep 3

    Product Call - Empathy & Transamerica: Elevating Client Experience and Support - 09-03-2026

    Transamerica FE Express Update + Empathy Demo (LifeVault, Loss Support & Agent Connect) Scott Grody (Transamerica RVP) shares key Transamerica contacts (FE Express support, sales desk, and his team), reports $5M in year-to-date paid production, and announces Immediate Solution has been sunset as of Sept. 1, consolidating final expense into FE Express with Premier and Select Risk Classes. He introduces Larissa Zodko (Empathy RVP), who demos Empathy's three components: LifeVault for policyholders to create state-specific estate documents (trust, will/pour-over will, POA, healthcare and funeral directives, special needs trust) and securely store files\; Loss Support for beneficiaries with an app-based care plan, human 24/7 chat, funeral planning, probate guidance, obituary help, and account closure\; and Empathy Connect for agents via Transamerica Agent Home to view client status, re-invite clients, access multilingual marketing/training, and support beneficiary engagement. Empathy is included on all FE Express policies and on eligible IULs ($250K+), effective for policies issued July 1 or later, with a NYC activation-rate contest announced. Scott also previews FE Express updates: moving issue date to first successful payment (early Oct) and enabling in-force draft date changes (Q4). 00:00 Welcome and Agenda 00:34 Key Support Contacts 02:16 FE Express Updates 03:46 Introducing Empathy Rider 05:11 Larissa Background 06:16 Empathy Overview 08:01 Three Core Components 09:37 Care Team Support 11:31 Empathy Connect Portal 13:15 LifeVault Onboarding 14:50 LifeVault Features Tour 18:17 Legacy Letters Feature 19:16 Building a Trust 23:19 Q&A Clarifications 24:56 Loss Support App 26:16 After Loss Checklist 26:42 Benefits And Claims Help 27:27 Care Team And Community 28:30 Grief Resources Hub 28:58 Funeral And Probate Tools 30:57 Account Closure Feature 32:09 Agent Q And A 33:56 Empathy Connect Portal 37:01 Marketing And Learning Center 39:38 Contest And Wrap Up 41:10 Policy Eligibility And Security 46:03 Product Updates And Closing

  3. Aug 27

    Product Call - Annuity Training with NLG - 08-28-2026

    National Life Group Annuity Training: Protected Growth, Guaranteed Income & Finding 401(k) Rollover Opportunities Gina Hawks opens a Thursday product training and introduces National Life Group hosts Isaac Wood and Sam Keenan, who preview National Boot Camp in Burlington, North Carolina (Oct. 16–18). Isaac and Sam explain National Life Group's annuity solutions, highlighting 30 years as a fixed indexed annuity issuer, key differentiators (living benefits, foreign national eligibility, and advanced sales support), and how annuities address retirement goals of protected growth and guaranteed income. They cover flexible-premium deferred annuities (growth and income options), single-premium solutions including Income Driver 10 for income now/soon, and a growth-focused option with increased caps. They emphasize a dollar cost averaging feature for monthly interest crediting, ways to identify rollover opportunities (including the DOL lost-and-found tool), available fact finders, small-business advanced sales resources, a quarterly commission incentive, required annuity training, e-app usage, and multilingual materials. 00:00 Welcome and Introductions 02:14 Why We're Here Today 02:56 30 Years of FIAs 04:08 Key Differentiators 08:42 Retirement Goals Explained 10:31 How FIAs Work 12:37 Where Annuity Money Lives 18:10 Ideal Annuity Prospect 20:42 Flexible Premium Products 23:27 Qualified Roth Nonqualified Uses 26:06 Pivot When Life Declines  27:49 Advanced Sales Support Team 30:08 Roth Annuity Pivot 31:43 Income Now Strategy 35:17 Steve Income Case 39:15 Zenith Growth Setup 41:59 Dollar Cost Averaging 49:09 Find Lost 401k Funds 53:46 Tools Incentives Wrap

  4. Aug 21

    Product Call - Advantage Plus Elite Hospital Indemnity Training for AEP - 08/20/2026

    Advantage Plus Elite Hospital Indemnity Training for AEP | Benefits, Riders, Underwriting & Cross-Sell Tips (GTL) Zach Parker, national account manager at GTL, delivers an AEP-focused training on GTL's hospital indemnity product, Advantage Plus Elite, designed to complement Medicare Advantage by covering hospitalization copays and related gaps with affordable premiums. He introduces GTL's background (founded 1936, mutual company, AM Best A, licensed in all states except New York), explains why to sell hospital indemnity, and details plan availability, expanded guarantee-issue ages (most states 64.5–79), benefit design using two Medicare Advantage summary-of-benefits questions, coverage triggers (including observation stays), restoration after 60 days, and key base benefits. He reviews major riders (ambulance, lump-sum cancer, critical accident, skilled nursing facility, outpatient surgery, lump-sum hospital, outpatient therapy, and guaranteed purchase option with wellness benefit), underwriting and application processes, signature methods, compliance, cross-selling scripts and marketing tools, and answers state and product Q&A.

  5. Aug 13

    Product Call - Annexus - 08-13-2026

    Nationwide New Heights Select Update: 30% Bonus + 10% Guaranteed Roll-Up (Annexus x Alliance Product Call) Kat Lewis (Integrity Advisory Solutions/BAM) opens the Alliance product call and introduces Alex from Annexus to discuss Nationwide New Heights Select and recent rate changes. Alex reviews Annexus's role as a fixed indexed annuity product developer and highlights New Heights Select as their most popular solution, noting guarantees increased from a 9.5% to a 10% compounding annual roll-up for the first 12 years, paired with a 30% income benefit base bonus, with a 12-year deferral guaranteeing an income benefit base growth to 407% (e.g., $100,000 to $408,000). He explains daily crediting on the income benefit base and death benefit versus annual anniversary crediting, shares individual and joint income case examples, and compares outcomes to a traditional portfolio. He also demonstrates nationwidenewheights.com tools, suggests a texting strategy using a two-minute video for outreach and referrals, and answers questions on minimums, issue ages, rider charge (1.1% annually), funding sources, replacements, and suitability resources.

  6. Aug 6

    Product Call - UnitedHealthOne - 08-06-2026

    Clay Mertes and UnitedHealthcare's Bobbi Jo Massey discuss preparing early for AEP by completing AHIP and contracting in advance, then focus on UnitedHealthcare Golden Rule/UnitedHealthOne senior ancillary products that help cover Medicare Advantage and Med Supp out-of-pocket gaps. Massey explains how benefit degradation, higher consumer exposure, and fewer SEP opportunities make cross-selling ancillary a way to protect seniors on fixed incomes, diversify broker income, and improve persistency. She details three key products—Advantage Guard hospital indemnity (GI age 74 moving to 79 on Aug 21 with optional riders and a plan recommendation tool), Critical Guard cancer/heart-stroke/critical illness (GI increases to 79 with optional wellness and Rx riders), and an accident plan—plus dental, vision, and a dental discount program. She highlights easy broker-assisted applications, flexible effective dates, claims payment metrics, and using the uhone.com/broker portal.

  7. Jul 30

    Product Call - F&G IULs Just Got Even More Rewarding - 07-30-2026

    F&G National Product Call: Higher IUL Target Premiums, Exam-Free Limits & Quick Solve Pathsetter Walkthrough Larry Mallek and Amy Bruce of F&G explain recent updates making F&G IULs more profitable to sell, including significant target premium increases (up to 20%) across ages and face amounts on the Pathsetter product and expanded exam-free underwriting for many clients age 60 and under seeking $3–$5 million. They demonstrate the illustration software's "Run Quick Solve" feature to build accumulation and income scenarios quickly, discuss key illustration outputs (target premium, guideline annual premium/MEC room, surrender charges), and review loans (participating vs wash), overloan protection, capped loan rates at 5%, and living benefits. They compare Pathsetter for juveniles and accumulation versus Everlast for death-benefit-focused cases, address foreign nationals and underwriting turnaround factors, and point viewers to microsite index performance data and support contacts. 00:00 Welcome and Agenda 01:06 Target Premium Boosts 01:40 Exam Free Underwriting Expanded 02:56 Why Illustrate F&G Now 05:37 Quick Solve Demo Setup 08:57 Income Illustration Walkthrough 10:30 Overloan Protection Explained 12:36 Target Premium and Funding Limits 14:54 Handling IUL Criticism 16:31 Finding Index Performance Data 19:21 Quick Solve From Scratch 22:25 Max Fund and Underwriting Tips 27:18 Max Accumulation vs Quick Solve 28:54 Minimum Non MEC Option 33:12 Loan Rate Cap Advantage 35:11 Death Benefit Level vs Increasing 36:44 Level vs Increasing DB 37:38 Reducing Coverage Limits 38:38 Commissions and Targets 39:02 When to Take Loans 40:55 Loan Types Explained 43:07 Surrender Charges Basics 44:20 Loan Math and Taxes 45:28 Index History and Columns 48:33 Term Conversion Reality 50:58 Juvenile Underwriting Tips 51:45 Withdrawals vs Loans 53:06 Product Fit Pathsetter 53:48 Funding Juvenile Policies 55:41 Loan Interest Timing 01:00:48 Short Time Horizon Cases 01:02:29 Account vs Surrender Value 01:05:26 In Force Illustration Limits 01:08:06 Wrap Up and Resources

  8. Jul 16

    07-16-26 - Product Call - WHERE NLG WINS

    National Life Group Training: Living Benefits, IUL Options, Easy Underwriting & Foreign National Guidelines Yumi Jacquez, Sam Keenan, and Isaac Wood from National Life Group introduce their team support for the Alliance, highlight NLG's 1848 founding, current \#7 U.S. life insurer ranking, and mutual company structure, and outline their living benefits suite. They explain opportunities for non‑U.S. citizens living in the U.S. (8+ months residency with SSN or ITIN, including undocumented tax filers) and foreign national guidelines (living outside the U.S. 4+ months with qualifying U.S. nexus), using case studies. The session reviews term products with no-cost living benefits and convertibility, NLG's IUL lineup (Rapid Protect, FlexLife, Summit Life), a mortgage-protection comparison using a "return of premium" IUL solve, rolling target premium commissions, easy underwriting limits, marketing resources/QR codes, advanced sales support, and new tools like pin-to-sign, client intelligence, and the customer app, ending with a living benefits claim video example.

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4.4
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About

The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more!

Information

  • Creator
    AllianceU Prodcast: Education, Sales Tips, Proven Results and Motivation
  • Years Active
    2017 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Show Website
    The Alliance U PRODcast