RETIREMENT SOLUTIONS LIVE WEBINAR

If you were at the NTC in Dallas two weeks ago, you know that the Debt Elimination sales program, also known as Debt Free 4 Life, is red hot and about to explode! This episode, we are digging in on the current hot topic and showing you how to find the training!

Join us as we revisit the popular Hall of Fame Annuity Training that we were provided by the legendary Doug McDermott! This training has some amazing tips for explaining and selling annuities! If you have struggled in the past, you definitely want to catch this episode!

This episode, we illustrate two brothers who want the same thing: a secure retirement with income that they will not outlive. However, they are doing two different things to achieve their goals and will end up with very different results. Watch to find out which brother did the best job of planning and learn how you can secure the best retirement outcome for your clients!

This week, we are joined by National Life Group's Key Account Representatives Lindsay Morway & Jake Peck to talk about what is new for 2023, including NEW living benefits that are being added to their policies as well as enhancements to their annuity portfolio. NLG is aiming for a big 2023, and Equis agents should capitalize on that momentum to grow their businesses!

A lot can happen in a year…births, adoptions, marriages, moves, accidents, diagnoses, or deaths, which can cause a need for a policy update. This episode, National Manager & Platinum Elite Producer, Daniel McRae, and District Manager & Diamond Elite Producer, Andrew Pappas, discuss the importance of annual policy reviews. They will even show you how to do it virtually! Annual reviews are not only important for your client's well-being and security, but also builds a strong, long-lasting relationship!

Join the Retirement Solutions team live from Lynchburg, VA as we discuss why Retirement Solutions is a good idea for your client, and for you! We'll be talking about the many financial solutions we have available to solve some of your clients' biggest concerns! From eliminating crippling debt, to creating college funding, providing small business programs, or creating guaranteed lifetime income, Retirement Solutions has a multitude of options to assist your clients & their families, which will in turn help you and your business!

Join the Retirement Solutions team and hear how Sales Manager & Retirement Solutions Specialist, Danny Favreau, has leveraged the F&G Execudex Instant Decision product to propel his business even faster, and how you, too, can take advantage of our highest placing IUL carrier to increase your own business, not to mention client satisfaction, in 2023!

The Retirement Solutions division experienced explosive growth again in 2022, and we want to make sure that everyone is along for the ride in 2023. Every new year is a time for reflection & the setting of goals and that is no different for the Retirement Solutions Team! Join us as we review 2022 and discuss our goals and objectives to help you grow your business in 2023!! Also, hear about all of the excitement that is in store for the New Year!

‘Tis the season for gathering with family and friends! How do you take advantage of these situations and start conversations that can help provide financial protection for those family and friends, without feeling like you’re being a pushy salesperson? Tune in to hear how our Retirement Solutions team does it!

Join us as as Senior Vice President of Retirement Solutions, Pete Lee, continues the discussion on the benefits of annuities, the reason they are selling like hotcakes, and the key products Equis agents are selling…and why!

Have you heard of the great potential for helping families by adding indexed products to your portfolio, but are intimidated because you don't know enough about them to start a conversation? Did you know that selling annuities can greatly enhance your income as you work hard to build your business? Join SVP of Retirement Solutions, Pete Lee, for an in-depth look at the basics of Annuities: what they are, how they work, and how to sell them!

This episode we offer tips and tricks for getting your business issued quickly! Whether it’s an IUL, a Fixed Indexed Annuity, or a debt elimination case, we have information that can help you take advantage of the carriers’ push to issue cases by the end of the year!

Join the Retirement Solutions team as Bill Martin 2.0 travels to Cincinnati to bring us Lafayette Life, live! We’ll be joined by Steven Beatty for a walkthrough of the Lafayette Life software and illustrations! Join the meeting to enhance your expertise of working with the Lafayette Life software!

Join the Retirement Solutions Team as we welcome Regional Manager Patrick Hutchinson! Hutch joins us to discuss the culture that he's trying to build in his organization to create referring agents and why it is so important for everyone to be thinking about selling indexed products (as an agent or as a referrer) in this changing marketplace that we are in right now!

The Retirement Solutions Team was joined by Mutual of Omaha’s Brokerage Sales Director, David Neal and Underwriting Manager, Caitlyn Hogue! David and Caitlyn discussed how to increase your placement with the IUL Express product, and how to be a better field underwriter!

This week, the Retirement Solutions Team is joined by F&G’s Senior Internal Wholesaler, David Downing! David shares product updates and the latest news from F&G! The annuity market is red hot and this will help you to make sure you’re taking full advantage of it in your business!

The Equis Retirement Solutions division focuses on utilizing indexed life insurance products as a means for retirement strategies, college funding, small business solutions, and estate planning. This episode, Pete Lee, Bill Martin 2.0, and Joe Skelley are joined by RM and Diamond Elite Producer, Ruben Basurto, who shares some of his favorite tips and tricks for increasing your Indexed Universal Life sales!

This week, Pete Lee, Bill Martin 2.0, and our newest team member, Joe Skelley, interview a Retirement Solutions rockstar, Ron Occeus! Ron is a master of Warm Market sales and is a big fan of, and has had great success with, the Mutual of Omaha IULE! Tune in, and learn some of the secrets to his success!

This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement, Bill Martin 2.0, interview R.J. Maki! Hear how R.J. discovered the Retirement Solutions opportunity, and how he manages continuing a strong Mortgage Protection business while also focusing on assisting his teammates as a Retirement Solutions Specialist!

Pete Lee and Bill Martin 2.0 are joined by special guests Silver Elite Producer & Sales Manager, David Begley, and Gold Elite Producer & District Manager, Andrew Pappas, sharing their experience with our new carrier for debt elimination marketing, Lafayette Life! These two will be discussing what they have learned about submitting business with this carrier, how they have been managing pending business, and why they have chosen to work with Lafayette Life’s products!

This week, SVP of Retirement Solutions, Pete Lee & VP of Retirement Solutions, Bill Martin 2.0, are joined by Sales Manager & Retirement Solutions Specialist, Danny Favreau! Danny will be sharing what he, as a 100% virtual agent, does to build rapport with his clients and help increase referrals! Danny will also teach about his secrets for closing annuity sales in a virtual environment, this is one call you don’t want to miss!

This Thursday, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by special guest Sean Meenan to walk us through an amazing tool that could help you mathematically prove to your prospects that an IUL is exactly the vehicle that they need to be able to enjoy a tax-free retirement! Equis Retirement Solutions is excited to share a software tool that will help you achieve this and build yourself a strong and happy client base!

This episode had our RS Leaders, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, discussing how you can take advantage of current economical trends, such as the recent increase in interest rates, and use that information to help you sell more annuities to your clients!

Joining SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, this week are Regional Sales VP, Southeast Region, Terry Cook, and Internal Wholesaler, Joe Heizer, from our newest carrier, Lafayette Life! With our contracting beginning to come together, this is the perfect time to review Lafayette Life's key debt elimination products, and how to quote them in the illustration software! You don't want to miss this!

This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by none other than one of the original founders of Equis Financial, your Executive VP of Sales Development, Bill Martin OG, and National Marketing Director and Platinum Elite Producer, Lori Martin! These two industry veterans share how to set appointments without leads by utilizing one of your most treasured resources… your own existing book of business!

If you or anyone you know is close to retirement, you might be getting a little nervous when you look around at the current economic environment. But with the right plan, you shouldn’t hold back. Tune in as we take a look at how planning ahead can protect your money, even during a stock market downturn!

This episode, Pete Lee & Bill Martin 2.0 are joined by David Downing, a Senior Internal Wholesaler with F&G! David will be providing timely updates about what's new with F&G’s annuity products, especially relating to new indexing strategies, how the products perform, and who’s a good fit! Tune in Thursday at 11 AM ET to learn more!

Imagine leaving your client's home, and already knowing whether or not they are approved for their IUL! Tune in as SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by F&G’s National Accounts Vice President, Ben Holmes! Ben will be sharing information regarding F&G’s instant-decision Execudex product, along with how and when you can incorporate it into your portfolio of options!

It's another classic "Best Of" episode from the Retirement Solutions Weekly Webinar vault! This episode quickly became an agent favorite, when Bill Roman showed us his passion for treasure hunting for IUL Products on every one of his mortgage protection appointments!

This week, we turned our focus to IUL Case Studies! SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, will review various scenarios similar to what you might find in the field to help you determine what product and strategy would be the best fit for your customer’s wants & needs!

Tune in as SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by North American's Sales Vice President KC Lane! KC is going to provide us with an overview about the company and the products that they offer!

VP of Retirement Solutions, Bill Martin 2.0, discusses Living Benefits--what they are, why they are so important, when they are accessible, and how each carrier handles the Living Benefits claims!

How would you like $2000 on average to just fall into your lap? Did you know there is the potential for that EVERY TIME you refer a client to a Retirement Solutions Specialist?!? This episode we are talking to agents who have found success with the referral program, even with clients that they weren’t able to make a sale with themselves!
Joining us in the RS hot seat will be Marcus Moore, Bobbie Unick, and Flor Garcia, all with tales of how they made EASY MONEY, by simply passing along some information! (This is a Best of ERS episode!)

June is Annuity Awareness Month! This episode, SVP of Retirement Solutions, Pete Lee, brings you new ideas for annuity marketing, and overviews the key reasons why annuities are so important in helping families achieve their financial goals during tough economic times such as these!

Joining us on this episode of our Retirement Solutions Webinar is Gradient's Vice President of Marketing, Garrett Fletcher!

Garrett is stopping by to review new Annuity Case Studies, and giving an idea of which products best fit the given situation to help you better prepare for any circumstances you may encounter in the field!

Equis Nation has embraced the Mutual of Omaha IULE with a passion, and we are here for it! And here with SVP of Retirement Solutions, Pete Lee, & VP of Retirement Solutions, Bill Martin 2.0, from Mutual of Omaha, is Brokerage Sales Director, David Neal!

David discusses all of the Mutual of Omaha IUL options, and recently announced upgrades to the illustration signature process!

Many of our clients at Equis Financial are Baby Boomers, and not only entering retirement, but also starting to think about protecting their assets with Long Term Care Insurance. This offers a tremendous sales opportunity to work with these clients and provide strategic planning as they look ahead to their golden years. Join us as Pete Lee provides an overview on the AnnuiCare annuity, and explains how it can be an excellent way to plan for Long Term Care expenses without having to buy an insurance policy that the client may never use. We can't wait to help you learn how you can position the AnnuiCare product to provide more security for your clients while strengthening your business at the same time!

This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, continue the Retire Your Debt conversation with a discussion around the products that are best used with the program! Joining us will be Dylan Krings from Ameritas, along with Bruce Burak from Foresters! If you are looking for more information regarding RYD, this webinar is for you!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are excited to announce a return visit by Keefe Duterte & Ryan Driscoll! Keefe & Ryan share a walkthrough of the Debt Elimination software that is taking Equis Financial by storm! If you are already using the software, or have considered it, this webinar is a must-see!

How would you like $2000 on average to just fall into your lap? Did you know there is the potential for that EVERY TIME you refer a client to a Retirement Solutions Specialist?!? This week we are talking to agents who have success with the referral program, even with clients that they weren’t able to make a sale with themselves!
Joining us in the RS hot seat are Marcus Moore, Bobbie Unick, and Flor Garcia, all with tales of how they made EASY MONEY, by simply passing along some information!

If you pay attention to the carrier updates in your weekly newsletter, then you know that Athene's Bonus Rates are rising!!
Joining SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0 this week is Athene VP & Relationship Manager, Jay Rosencrance, to fill you in on all the details regarding Bonus Rates, and all the fun things going on at Athene! You want to be a part of this call!!

We all know that an IUL can be a fantastic tax-free income tool, but how do we prove that to our prospective clients? What if there was a tool available that could help you mathematically prove to your prospects that an IUL is exactly the vehicle that they need to be able to enjoy a tax-free retirement? Well look no longer, Equis Retirement Solutions is excited to share a new software tool that will help you achieve all of this and build yourself a strong and happy client base!

Join us as SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, welcome Lee Duncan & Sam Howe! Lee & Sam share with us their innovative solution to the age-old dilemma of prospecting, and how you can use it to help build your client-based referrals!

Watch as SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, welcome back F&G Manager of Internal Sales, Emily Scanlon! Emily shares F&G's newly revamped Execudex product with us, and how YOU can incorporate it into your product portfolio!

Join special guest hosts, Patrick Ryan and Jana Millspaugh, as they present a classic Retirement Solutions episode, Why IUL Is A Good Choice For Your Customer & For You! This informative treasure is one that we recommend all agents watch, whether focused on Retirement Solutions or not!

This episode had our RS Leaders, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, discussing how you can take advantage of current economical trends, such as the recent increase in interest rates, and use that information to help you sell more annuities to your clients!

For many Equis agents, their only experience with selling Whole Life has been as part of a Final Expense plan. Many have been surprised to see that a properly designed Whole Life policy is a key component in making the exciting new Debt Free 4 Life strategy work correctly. Join us as Dylan Krings from Ameritas provides an in-depth training on their Access Whole Life product and explains why it works so well in the DF4L concept. Dylan will run some illustrations and make sure that you have everything you need to successfully use this product while working with your clients to eliminate debt. This will be one training session that you absolutely cannot afford to miss!

You’ve seen the presentation, you’ve been told how you can get involved. Now, hear the success stories from those who have started using the program!!

Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as they welcome National Manager, Jim Glascott, Senior Sales Manager, Joe Skelley, and Silver Elite Producer, David Begley! These gentlemen will share their stories and experiences thus far with this amazing new resource!

Tracey Spikes returns for Part 2 of our NEW Debt Free 4 Life program rollout!
On this episode, we share how YOU can get started in this new system that uses permanent life insurance to eliminate debt & create wealth simply, in an often one call, 35-minute, virtual appointment! You DO NOT want to miss this innovative solution to one of America’s most common household issues!

You’ve seen us saying that we have an exciting announcement in the month of February, well my friends, the time for that announcement has finally arrived! Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as they introduce a new system that uses permanent life insurance to eliminate debt & create wealth at the same time. This is a simple, one call, 35-minute, virtual appointment! You DO NOT want to miss this innovative solution to one of America’s most common household issues!

Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, for Part 3 of a 3-Part series of Webinars with special guest Ward Carson, Columbus Life’s Mid-Atlantic Regional Vice President! On this final installment, Ward discusses Making Bigger Sales! Included is discussion about Policy Design, Increasing the Sale, and Going Up Market!

Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, for Part 2 of a 3-Part series of Webinars with special guest Ward Carson, Columbus Life’s Mid-Atlantic Regional Vice President! This episode, Ward discusses How To Be A Top Performer! Included will be discussion about the Art of Fact Finding, the Art of Prospecting, Referrals, and Annual Reviews!

Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, for Part 1 of a 3 Part series of Webinars with special guest Ward Carson, Columbus Life’s Mid-Atlantic Regional Vice President! This episode, Ward will review Columbus Life’s Key Differentiators, including important IUL Features, and the Truth about Living Benefits! This is going to be an amazing series, and we are grateful for Ward’s & Columbus Life’s participation!

It's case study time, when we take a look at various life situations and review what product and strategy would best fit the hypothetical needs, helping you to better understand how to resolve your own client's needs! Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as we take a look at more Annuity Case Studies to help you determine what products best fit specific situations and circumstances!

If you joined us on January 13th for our Virtual Summit, then you know that 20 minutes was simply not enough time for Bill Roman to completely share how he conducts his treasure hunt to locate additional IUL sales on his Mortgage Protection appointments! Please join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as we welcome Bill Roman back for an opportunity to finish sharing his secrets... complete with presentation!

Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as we kick off 2022! 2021 was a fantastic year for the Equis Retirement Solutions division, and we can’t wait to share our results for the year, our goals for 2022, and our upcoming training schedule!

What is one of the best tools you can have in your proverbial briefcase? Why, the CRM brochure, of course! But, once you have them, do you just hand one to your customer as you’re walking out the door for them to stick in a drawer, or worse, the trash? No way!

In this episode, we go over how to most effectively use the CRM Brochure to generate more business and turn that one-time customer into your client for life!

PLUS… Equis Retirement Solutions has a GIFT for you!

Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, to hear how District Manager & Diamond Elite Producer, Johnnie Roberts, uncovered a $1.5M annuity on an appointment! And what questions did National Manager & Platinum Elite Producer, Daniel McRae, ask on his virtual appointment that led to a $227,000 Annuity? Find out now!

2021 has been quite the year! On this episode, SVP of Retirement Solutions, Pete Lee, reviews some of the biggest and best Equis Retirement Solutions training sessions of 2021, highlighting key concepts and practices to help YOU run a profitable business!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, reveal the secrets to success in getting your annuity reviewed and paid quickly! It’s not as difficult as you might think!!

You continuously hear us say, “Get there Faster.” How do you do that? By adding indexed products to your portfolio! Feeling intimidated by the idea of annuities? Join SVP of Retirement Solutions, Pete Lee, for an in-depth look at the basics of Annuities: what they are, how they work, and how to sell them!

We at Equis Financial are extremely proud and grateful to be represented by our Veterans. On this special Veterans Day episode, we in the Retirement Solutions division speak with two of our leaders, both of whom served our country as soldiers, and now serve by helping to protect middle-income America. Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as they meet with National Marketing Director and Silver Elite Producer, David Schneider, and Senior Executive Marketing Director, Michael Hall, to learn what led these gentlemen to the service, how they found their way to Equis Financial, and what makes them so excited about Indexed Products!

If you pay any sort of attention to our Equis Retirement Solutions Leaderboards, then you are already familiar with at least the names of our two guests this episode! VP of Retirement Solutions, Bill Martin 2.0, is joined by District Manager & Gold Elite Producer, Mike Treece, and Sales Manager, Danny Favreau! These two powerhouses share how they position IULs to their clients and close sales!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, discuss one of the most important topics when it comes to Retirement Solutions: Annuities!! We review the vital basics and what you need to know in order to sell them! Joining in on the discussion is Jim TeKippe! He’ll be sharing how he uncovered assets and replaced a variable annuity to give his 80-year-old clients more safety and peace of mind!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by none other than one of the original founders of Equis Financial, your Executive VP of Sales Development, Bill Martin OG, and National Marketing Director and Platinum Elite Producer, Lori Martin! These two industry veterans share how to set appointments without leads by utilizing one of your most treasured resources… your own existing book of business!

Tune in as we welcome Regional Manager and Gold Elite Producer, Russ Tessman, Senior Sales Manager and Platinum Elite Producer, Tyler Bosch, and relative newcomer to the Equis Family, joining in January 2021, Duncan Douglas, to share their experiences with the training, their favorite takeaways, and why it was so important for them to attend the training!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by Columbus Life Regional Vice President, Mid-Atlantic, Ward Carson as they reintroduce you to Columbus Life. Find out why you are missing out BIG if you’re not familiar with their story!

This week, SVP of Retirement Solutions Pete Lee & VP of Retirement Solutions, Bill Martin 2.0, were joined by Regional Manager and Elite Gold Producer, Chris Tinsman, who shared how she has successfully built her clientele from Mortgage Protection Leads using Indexed Products!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0 are joined by F&G Sr. Internal Wholesaler, Ryan Marcum, to discuss F&G's Dynamic Accumuator Annuity product!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, speak to Leon & DeLayna Elliott, a District Manager team who share how they are able to find IUL success within their natural market!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by an Equis newcomer who has already found his way to the top of our Annuity Leaderboards several times, Jeffrey Breed, who shares how he finds annuity sales while having conversations about college education funding!

The Equis Retirement Solutions division focuses on utilizing indexed life insurance products as a means for retirement strategies, college funding, small business solutions, and estate planning. This episode, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by RM and Diamond Elite Producer, Ruben Basurto, who shares some of his favorite tips and tricks for increasing your Indexed Universal Life sales!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by National Life Group’s Key Account Representative, Jake Peck, who shares with us all of NLG’s most exciting updates!

We LOVE case studies! This episode, SVP of Retirement Solutions, Pete Lee, tackles real-world situations with Annuity Case studies! What better way to prepare yourself for what you could see in a home than to look at actual cases?!? Join us as we review what you might find on an appointment when selling Annuities!

PIVOT!
When a scheduled guest is unexpectedly unable to show, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, quickly pivot to an IUL presentation, The Tale Of Two Brothers, which demonstrates how the cost of insurance is less than the cost of taxation!

You’ve heard of the free tools that we have access to as Equis agents provided by Gradient such as the Color of Money Risk Analysis and Retirement By Design. You’ve seen the Gradient guys review the tools and reports on previous webinars. This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, meet with National Manager & Platinum Elite Producer, Daniel McRae, and Sales Manager, Danny Favreau. Both agents have actually used the tools, and join to discuss what kind of success they have had, the feedback that they are receiving from their clients, how YOU can start using these tools, and WHY you should use them!

We love case studies! And we know you do too! What better way to prepare yourself for what you could see in a home than to look at actual cases?! On this episode, join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as we take a look at more IUL Case Studies to help you determine what products best fit specific situations and circumstances!

Vice President of Retirement Solutions, Bill Martin 2.0, introduces new IUL case studies in order to help you determine the best product for your client while out in the field! He also reviews the Columbus Life IUL Illustration software and runs a sample illustration to help ensure you hit all applicable areas!

What’s the hottest product in IULs these days? According to the sales in June, it’s the MOO IUL Express, which had more than DOUBLE the number of submitted applications than the next closest product! But what makes it so amazing? On this episode, VP of Retirement Solutions, Bill Martin 2.0, is joined by Diamond Elite Producer, Jeff Geske, and Gold Elite Producer, Pat Goss, as they discuss what they love about the product and how they’ve had so much success with it!

**In this video, there is discussion about whether or not you need to include a signed illustration with the e-app when submitting. Check out our Scripts & Guides for a list of which states do & don't, titled "MOO IULE Illustration States."

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by Gradient’s Sr. Director of Marketing, Garrett Fletcher, as he shares some of the amazing tools that Gradient has available for Equis agents to use! From the Color of Money Risk Analysis to the Retirement By Design Fact Finder and the Generational Vault, Gradient’s tools make selling annuities simple!

If you weren’t one of the first 25 people who were lucky enough to register for the Hall of Fame Annuity Training with Doug McDermott in Orlando, don’t despair! This episode, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0 will review what they learned in the meeting! Plus, they’ll be providing annuity updates! Don’t miss it!

SVP of Retirement Solutions, Pete Lee is joined by Regional Manager Brett Grossman to talk about how he has been able to find success with IUL products!

Picture this: you’re in a home on an appointment, and you’re about to walk out the door. Maybe you’ve made a sale, maybe you haven’t. You still have one last opportunity before you leave to help your client, and that opportunity is the CRM Brochure! If you’re unsure of how the CRM Brochure works, or how to leverage it to help you get to that next compensation level during the Summer Blitz, then this week's webinar is for YOU!

Join SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, as they review exactly what the Retirement Solutions Specialist Program is, how it can help EVERY agent to stop leaving money behind in their customer's homes by using a Specialist or becoming a Specialist! Not only that, but Pete and Bill are going to show you how to USE IT to hit that NEXT CONTRACT LEVEL faster during this Summer Blitz!!!

NLG is revamping their Agent Portal, and on this episode of the Equis Retirement Solutions Webinar, SVP Pete Lee & VP Bill Martin 2.0 are joined by NLG guests, Key Account Representatives Jake Peck and Mike Beaulieu, as they reveal all you need to know before the portal is launched in early June!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, will be joined by special F&G guests, National Account Manager, Ben Holmes, and Manager of Internal & Life Sales, Emily Scanlon, to discuss F&G's New Sales Desk, what it means for you, and how it can help!

SVP of Advanced Markets, Pete Lee, and VP of Advanced Markets, Bill Martin 2.0, are joined by special guest, Athene's VP & Relationship Manager, Jay Rosencrance, to discuss Athene's rise to #1 in the industry, key products, and sales ideas!

Have you ever had a client that you might have been able to help with an annuity or IUL, but were intimidated by the products, or didn’t feel that you had enough knowledge, and you walked away kicking yourself that you weren’t able to help? Well, that is EXACTLY why the Advanced Markets Specialist program exists, and on this episode, SVP of Advanced Markets, Pete Lee, and VP of Advanced Markets, Bill Martin 2.0, are joined by two of our specialists, Barbara Frye and Robert Vetere! Hear how they have been able to help people on their teams make additional commissions by stepping in to assist in making those more complicated Advanced Markets Sales!

SVP of Advanced Markets, Pete Lee, & VP of Advanced Markets, Bill Martin 2.0, are joined by special guest, Todd Pickering. Todd joined Equis in January, and he hit the road running! As a single father of four, Todd still manages to find time to recruit AND write flawless IUL apps! Find out where he gets his energy and his recipe for success on this week's episode!

On this episode, SVP of Advanced Markets, Pete Lee, and VP of Advanced Markets, Bill Martin 2.0, are joined by NLG’s Key Account Associate, Jake Peck. Jake demonstrates the NEW agent mobile app, E-delivery enhancements, and 7702 product updates to help process your business quickly and efficiently, as well as provides a sneak peak at the updated agent portal launching later this year! If you write NLG or have even considered it, you should definitely watch this!

SVP of Advanced Markets, Pete Lee & VP of Advanced Markets, Bill Martin 2.0, are joined by Columbus Life's Mid-Atlantic Regional VP, Ward Carson to discuss their IRA to SPIA to Life policy! You do not want to bypass this episode!!

SVP of Advanced Markets, Pete Lee, is joined by Athene's Compliance Director, Eric Stanley. They discuss the Suitability process - what makes an ideal case, and what can cause a case to be declined, including automatic declines.

VP of Advanced Markets, Bill Martin 2.0, discusses Living Benefits--what they are, why they are so important, when they are accessible, and how each carrier handles the Living Benefits claims!

VP of Advanced Markets, Bill Martin 2.0, is joined by Ignite Winner, Diamond Elite Producer, and Sales Manager, Jeff Geske, as well as Ignite Winner, Gold Elite Producer, and Sales Manager, Pat Goss. They discuss the simplicity of Mutual of Omaha's IUL Express product, and the success that Jeff and Pat have had with this product, and how you can make it work for you!

SVP of Advanced Markets, Pete Lee & VP of Advanced Markets, Bill Martin 2.0, are joined by Ignite Winner, Platinum Elite Producer, and Executive Manager, Lori Martin, who shares how she finds success and additional income by leveraging her existing clients for continuing sales! Remember, you leave behind 100% of the money you don’t ask about!

Special Guest Diamond Elite Producer, Bill Roman, gets fired up as he discusses how he finds additional sales in the home with IUL opportunities!

We all want to take advantage of every opportunity to help our clients protect their families and their assets. Tune in with SVP of Advanced Markets, Pete Lee, and VP of Advanced Markets, Bill Martin 2.0, who discuss how YOU can sell safe annuities, even when the stock market is in an upturn!

Join us VP of Advanced Markets, Bill Martin 2.0, discusses the finer points of getting the dollars that are funding that IUL you just sold transferred as quickly as possible!

You’ve heard the buzz about Gradient and the Color of Money Risk Analysis tool, but do you know how to make the most of it? Tune in tomorrow at 11:00 AM ET to hear SVP of Advanced Markets, Pete Lee, and VP of Advanced Markets, Bill Martin 2.0, review how completing the Fact Finder can help you prior to using the Gradient Tools!

Senior Vice President of Advanced Markets, Pete Lee, and Vice President of Advanced Markets, Bill Martin 2.0, are joined by Equis Financial’s Executive Vice President of Sales Development, Bill Martin OG!

Listen in as Bill and the Equis Advanced Team discuss Mutual of Omaha’s Simplified Issue IUL Express.