ALL VIDEOS
Virtual Debt Elimination Training Part 1: Introduction
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The Retirement Solutions Team presents a day of Debt Elimination Training! Part 1 is the introduction with President, CEO, & Integrity Marketing Partner, Barry Clarkson, SVP of Retirement Solutions, Pete Lee, VP of Retirement Solutions, Bill Martin 2.0, and newest member of the RS team, Director of New Business Development, Retirement Solutions!
Virtual Debt Elimination Training Part 2: Why Debt Elimination?
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The Retirement Solutions Team presents a day of Debt Elimination Training! Part 2 shows you why Debt Elimination is such an important product!
Virtual Debt Elimination Training Part 3 - Teeing It Up!
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The Retirement Solutions Team presents a day of Debt Elimination Training! Part 3 discusses how to have a conversation with your clients, and how to transition the client to a specialist!
Virtual Debt Elimination Training Part 4 - The Process
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The Retirement Solutions Team presents a day of Debt Elimination Training! Part 4 walks you through the presentation, and why each slide is so important!
Virtual Debt Elimination Training Part 5 - Lafayette Life!
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The Retirement Solutions Team presents a day of Debt Elimination Training! Steven Beatty, Senior Internal Wholesaler with Lafayette Life, joins us to walk us through the Lafayette software and illustrations!
Virtual Debt Elimination Training Part 6 - Why Use A Specialist?
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The Retirement Solutions Team presents a day of Debt Elimination Training! Returning from a "lunch intermission" Pete Lee & Joe Skelley discuss why it's so imperative to use a specialist while you learn!
Virtual Debt Elimination Training Part 7 - Follow Through
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The Retirement Solutions Team presents a day of Debt Elimination Training! Andrew Pappas and Joe Skelley discuss what happens in the Second Appointment and beyond!
Virtual Debt Elimination Training Part 8 - Q&A!
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The Retirement Solutions Team presents a day of Debt Elimination Training! The team fields questions from the online participants. Do you have questions? They may be the same! Watch and find out!
Ameritas Illustrations for Debt Free 4 Life
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David Begley walks us through an Ameritas Illustration designed for debt elimination!
Beyond The Buy: I Made the Sale, Now What?
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Allen Larkins & David Begley walk us through what happens once a debt elimination sale is made.
Debt Free 4 Life Presentation with Allen Larkins
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Allen Larkins demonstrates the Debt Free 4Life debt elimination strategy presentation
Debt Free 4 Life Presentation with David Begley
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David Begley demonstrates the Debt Free 4Life debt elimination strategy presentation.
Foresters Advantage Plus II Illustration for Debt Elimination
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Allen Larkins walks us through the illustration process when using the Foresters Advantage Plus II as a debt elimination product!
Public Employee Appointments
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Retirement Solutions Specialist, Danny Favreau, shares what he has learned from his experiences and reviews some important information to have on hand when conducting appointments with Public Employees!
Agency Rocket Training Video
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Take a deep dive into the Agency Rocket software program with Agency Rocket resident, Sean Meenan!
Retirement Solutions Specialist Call - Be Your Own Banker
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This Specialist Call was so powerfully informative that we decided it needed to be available for everyone to see! Watch now to see Keefe Duterte explain the Infinite Banking concept that uses Whole Life products to fund large purchases!
Tips & Tricks with Danny Favreau & Kim Rawlings
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Check out some of Danny Favreau & Kim Rawling's favorite Tricks & Tips when it comes to working with Public Employees, including generating free leads, their favorite tools, and keeping your client engaged!
The Equis Retirement Solutions Specialist Program
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Bill Martin 2.0 explains the importance of using a Retirement Solutions Specialist to help in close more indexed product sales, and also explains the fantastic opportunity that Equis provides for you to become a Specialist and serve your team's indexed product needs.
Suitability Forms
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VP of Retirement Solutions, Bill Martin 2.0, walks you through the suitability forms for Athene and F&G to ensure you understand what the carriers are looking for!
Mutual Of Omaha IUL Express Illustrations
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Join Vice President of Retirement Solutions Bill Martin 2.0 as he navigates through Mutual of Omaha's IUL Express Illustration software and ensures that you hit on all applicable areas!
NLG FIT Series Retirement
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Vice President of Retirement Solutions Bill Martin 2.0 reviews the key product features of NLG's FIT Retirement Series.
Equis Retirement Solutions CRM Brochure
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Join Vice President of Retirement Solutions Bill Martin 2.0 as he explains what the CRM brochure is and how it can help you to find more money in a client’s home!
Columbus Life Insurance Illustrations
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Join Vice President of Retirement Solutions Bill Martin 2.0 as he navigates through Columbus Life’s Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!
Athene Annuity Suitability
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Pete Lee is joined by Athene's Compliance Director, Eric Stanley, to review the Annuity Suitability process - what makes an ideal case, and what can cause a case to be declined, including automatic declines.
Bill Lampe's Annuity Presentation
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Have you avoided annuity sales because you feel that the sales pitch is too complicated? Well, RMD Bill Lampe is happy to show you that it doesn't have to be! Check out his simple annuity presentation!
Case Central Submission Process with Brady Black
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Join Gradient's Vice President of Marketing, Brady Black, as he walks you through the process of submitting an app through Case Central! You can also find a pdf walkthrough, Case Information needed, and a Meet the Team document on the Scripts & Guides page!
Athene Agility 10 & 7
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of the Athene Agility 10 & 7 product.
Athene Ascent Pro Bonus
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of the Athene Ascent Pro Bonus product.
Athene Performance Elite 15, 10, 7
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of the Athene Performance Elite 15, 10, 7 product.
Ameritas FLX Living Benefits IUL
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of the Ameritas FLX LB IUL product.
Columbus Life Indexed Explorer Plus IUL
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of the Columbus Life Indexed Explorer Plus IUL product.
F&G Accelerator Plus
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of the F&G Accelerator Plus product.
F&G Accumulator Plus
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of the F&G Accumulator Plus product.
F&G Pathsetter
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VP of Advanced Markets Bill Martin 2.0 reviews the key features of F&G's Pathsetter product.
F&G Safe Income Plus
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Join VP of Advanced Markets Bill Martin 2.0 as he discusses the main features of F&G's Safe Income PLus product.
Mutual of Omaha IUL Express
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Join VP of Advanced Markets Bill Martin 2.0 as he reviews the key features of MOO's IUL Express product.
NLG FlexLife IUL
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VP of Advanced Markets reviews the key features of Nation Life Group's FlexLife IUL.
How Indexing Works
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VP of Advanced Markets Bill Martin 2.0 explains exactly how indexing works!
Tax-Free Income
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Join VP of Advanced Markets Bill Martin 2.0 as he explains the ins and outs of a Tax-free income.
Guaranteed Lifetime Income
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Join VP of Advanced Markets Bill Martin 2.0 as he explains Guaranteed Lifetime Income riders.
Suitability
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VP of Advanced Markets Bill Martin 2.0 discuss the foundation of Advanced Markets, suitability.
Reading Investment Statements
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VP of Advanced Market Bill Martin 2.0 walks you through not only how to read an investment statement, but how to understand it!
Transferring Money Quickly
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Join VP of Advanced Markets Bill Martin 2.0 as he advises how to get Annuity Money transferred quickly, which will help both you and your client!
NLG Illustration Software
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Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through NLG's Illustration software and ensures that you hit on all applicable areas!
Athene Annuity Illustration Software
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Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through Athene's Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!
Ameritas IUL Illustration Software
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Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through Ameritas' IUL Illustration Software and ensures that you hit on all applicable areas!
F&G Life Illustration Software
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Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through F&G’s Life Illustration software and ensures that you hit on all applicable areas!
Term Conversion Sales Presentation
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Vice President of Advanced Markets Bill Martin 2.0 demonstrates the Term Conversion In-Home Presentation.
Living Benefits Sales Presentation - Part 4: Wrap-Up
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to conclude the Living Benefits sales presentation.
Living Benefits Sales Presentation - Part 3: Unlimited Referrals With the Emergency Contact List
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how the Emergency Contact List can get you unlimited referrals during the Living Benefits presentation.
Living Benefits Sales Presentation - Part 2: Example 2
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 walks you through the Living Benefits In-Home Presentation.
Living Benefits Sales Presentation - Part 2: Example 1
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 walks you through the Living Benefits In-Home Presentation.
Living Benefits Sales Presentation - Part 1
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 walks you through the Living Benefits In-Home Presentation. Find the “Living Benefits Presentation” under the “Scripts & Guides” tab.
Setting an Appointment for a Living Benefits Presentation
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an appointment for the Living Benefits presentation.
How to Illustrate Living Benefits with the NLG IUL Product
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the NLG illustration software.
How to Illustrate Living Benefits with the Ameritas IUL Product
LIVING BENEFITS
Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the Ameritas illustration software.
An In-Depth View of IUL and Our Key Product
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Equis Advanced makes its return to Equis Studios after a short break as Senior Vice President of Advanced Markets Pete Lee does an in-depth view of what an IUL is and how to sell it. Pete also covers why Ameritas is our key IUL product.
How to Illustrate Tax-Free Income with the NLG IUL Product
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Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the NLG illustration software.
Tax-Free Income Solutions In-Home Presentation (IUL)
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Vice President of Advanced Markets Bill Martin 2.0 demonstrates the Tax Free Income In-Home Presentation.
Indexed Interest Credting
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Vice President of Advanced Markets Bill Martin 2.0 answers the common question, “How do I explain to a customer how they make money depending on the performance of a particular index?”
Tax-Free Income: From Lump Sum to IUL
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Vice President of Advanced Markets Bill Martin 2.0 explains how to help a client who wants to place a lump sum of money into an IUL product in order to generate a tax-free stream of income down the road.
Introducing F&G
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Join Senior Vice President of Advanced Markets Pete Lee and Vice President of Advanced Markets Bill Martin 2.0 as they welcome Emily Scanlon from Fidelity & Guaranty Life to introduce the robust product portfolio and incredible story of F&G to The Agent’s Company!
F&G Annuity Illustration Software
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Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through F&G’s Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!
Indexed Annuity Versus IUL
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Join Vice President of Advanced Markets Bill Martin 2.0 as he explores and answers the common question, “When do I use an Indexed Annuity versus an Indexed Universal Life policy for somebody that is looking to save some money?” Compare and contrast these savings strategies to find the BEST solution for your client!
What Is an Annuity?
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You’ve heard the term “Annuity,” but are you unsure of what exactly that means? Don’t fear, Vice President of Advanced Markets Bill Martin 2.0 is here to clearly describe and illustrate the nature of annuities and how they operate!
Selling an IUL After a Mortgage Protection Appointment
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Vice President of Advanced Markets Bill Martin 2.0 discusses how to increase customer loyalty by providing continued value to your clients. Planting seeds during your mortgage protection appointments ensures your return to the home, allowing you to help your clients overcome their retirement battles!
How to Illustrate Tax-Free Income with the F&G IUL Product
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The power of creating tax-free income through IULs and investment can be complex. Learn the keys to an effective and simplified IUL Illustration on EXACTLY what information should be shared with your potential clients from a true industry leader, Vice President of Advanced Markets Bill Martin 2.0!
Setting an Appointment with an Emergency Contact List Prospect
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Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an appointment with an Emergency Contact List Prospect.
Setting an Appointment for an Annual Review
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Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an Annual Review appointment.
Permanent Insurance
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Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to explain the difference between Increasing & Level Death Benefits.
Explaining the Difference Between Increasing and Level Death Benefits
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Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to clear the confusion for clients and