Agent Training Archive

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About Agent Training Archive

Here are all of the previous training sessions ILIAA has made so that you can view and watch them.

Preparing For The Industry

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A two-part introduction into managing your business, budgeting, financial planning, discussion of taxes, and business best practices.

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This is the second part of Dollars & Sense.

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Paying Members Only The 30-Day Agent Launch Plan

In the 30-Day Agent Launch Plan, we outline a strategy that you can use to bust through this roadblock and get yourself writing good business as quickly as possible.Concepts Covered Include:Getting licensed to sell insurance and getting contracts to sell specific insurance productsGetting organized and operating your business smoothly from day oneBare-bones basics about marketing, policy selection, applications, and closingsHow to work on referrals and cross-sales from day one to ingrain the best habits right awayTips that the top 5% of agents practice that you can use right now to boost your business

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Paying Members Only Advances and Chargebacks

Concepts Covered In This Video:How advance commissions work, and how to make sure the advances you're being offered are fairHow chargebacks can sink your career, and how to minimize their impactThe importance of avoiding over-reliance on advances

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Paying Members Only Business Insurance 101

In this webinar, we'll explore the various uses of life insurance in the corporate market and how you can break into this arena.

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Paying Members Only Case Management Part 1

In this two-part webinar, we discuss how to become an effective case manager and how that can benefit your business. Here is part 1.

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Paying Members Only Case Management Part 2

In this two-part webinar, we discuss how to become an effective case manager and how that can benefit your business. Here is part 2.

Getting Started In Insurance

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Concepts Covered In This Video:Getting set up with fair contracts from day oneMaintaining your independence while still selling with multiple carriers and IMOsHow to make sure your contracts are good now, and still leave room for future growth

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Paying Members Only Getting Launched on a Budget

In this webinar, we explore ways that you can market effectively without breaking the bank.Concepts Covered In This Video:Budgeting for effective marketingHow to invest in long-term marketing strategies early to lay the foundation for the futureHow to work with your "warm market" - and still have friends after!Effective, low-cost marketing techniques that you can put into effect todayManaging your business growth and the addition of new marketing methods to your strategy for maximum effectiveness

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Concepts Covered In This Video:Incorrect ideas commonly held by life insurance consumersHow to educate your clients, turning yourself from an agent into a trusted advisorUsing the correction of these common misconceptions as a selling tool in your own practice

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Paying Members Only New Agent Essentials

Concepts Covered In This Video:How contracting to sell insurance products works, and what you must know to get the best contracts available on the market todayHow advances work, and if they're right for youHow to get your business properly organized from day oneHow to get educated, and how to help your clients while you're learningGetting started marketing for insurance salesThe handful of products and services you need to launch your career quickly and effectivelyThe steps you should follow to get where you want to be

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In this webinar, we'll talk about the little things that the top 5% of agents do that you can do, too. The guys at the top of the Million-Dollar Round Table all look pretty confident and put-together - you may not have their book of business yet, but you can get to work learning that "professional atmosphere" that will take your career to the next level today.

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Audio only, Interview with an experienced agent about launching their career.

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In this webinar, we'll be delving into what the benefits are of going captive as an insurance agent.

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What's the difference between going Captive or Independent? Which one fits you best? Find out here.

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Join us as we talk with Brian Frierson about his experiences in the industry, how he transitioned from captivity to independence, and how he's built a solid book of business that grows each and every year.

Basics of Prospecting

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Paying Members Only Center-Of-Influence Marketing

In this webinar, we'll discuss working with centers of influence to build mutually beneficial, long-term relationships. It's one of the best things you can do for your career, and this is where to start!

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Paying Members Only Cold Prospecting 101

In this webinar, we'll discuss some cold prospecting methods - generating leads from scratch!

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Paying Members Only Cold Calling 101

 In this webinar, we'll discuss some effective cold calling strategies and how to make cold calling work for you.

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Paying Members Only Lead Generation 101

In this webinar we'll tackle the biggest question in sales - how to generate leads. If you can't find people who want to buy what you're selling, you're dead in the water - this webinar will teach you to swim!

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Paying Members Only Networking 101

In this webinar, we'll discuss the basics of networking and how you can get started. Don't worry, it's not as tough as it seems!

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Paying Members Only Appointment Setting 101

In this webinar, we'll look at how to make the appointment-setting process as low-pressure and effective as possible, and how to make sure the appointments you're setting are setting you up for success!

Working With Leads

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Paying Members Only Free Leads Aren’t Free

In this webinar, we'll be covering the trap of FREE leads and what it really means.

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Paying Members Only Selling With Direct Mail

In this webinar, we'll discuss the various markets where direct mail works best, how to get started marketing with direct mail, and how to successfully sell to the leads your direct mail campaigns generate

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In this "Fireside Chat," Chris speaks with our own Rick Bronstein about his time in the industry and what his experience has taught him over the years.

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Paying Members Only Working Aged Leads Successfully

In this webinar, we'll discuss the most effective strategies you can employ to work aged leads, how to get the most out of your leads, and what to do no matter what your prospect throws at you!

Prospecting Strategies & Tips

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Check out this guest webinar with our friend Kyle Roof where we discuss the things you need to know to make your web presence pop.

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Paying Members Only Hiring a Telemarketer

This webinar specifically discusses some Medicare-related topics, but the core concepts around hiring a marketer are great for life and annuity agents as well.

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If you've ever said to yourself, "I don't know what to do" - this is where to start!

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Here is part two for master referral marketing.

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In this webinar, we discuss the golden chain of referrals and how to do it.

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In this webinar, we're going to take a close look at how the law impacts you and your business.

Selling Techniques & Strategies

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Paying Members Only Performing A Fact Finder

This fact finder will not only help you find insurance needs and close a sale, but will help you retain your client and sell additional products down the line. How? Check out this webinar to find out!

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Paying Members Only Proper Product Selection

It's up to you as an advisor to take their hand, simplify the market, and guide them to the solution (or solutions) that can meet their needs. In this webinar, we figure out how to do just that.Concepts Covered In This Video:The importance of a proper fact finderHow to use your fact finder to guide product selectionThe steps you need to take to arrive at an appropriate solutionShowing your client your product selection process as a part of your sales presentation

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Paying Members Only Presenting in the Home

The confidence you'll have from knowing what to do will help you take the lead in your sales presentations, and before you know it you'll be a master of presenting in the home!

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Paying Members Only Referral Gathering 101

Concepts Covered In This Video:What a referral is and how to work them effectivelyThe #1 key to obtaining more, higher-quality referrals than ever beforeHow to use referrals to first supplement, then replace, other prospecting metho

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Paying Members Only Asking for the Sale

In this webinar we'll address this extremely common mistake, how to avoid it, and how to ask for the sale in a way that lets you and your client work together to get to the sale.

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Paying Members Only Overcoming Common Objections

In this webinar, we'll talk about the most effective ways to overcome various common objections you'll run into as an agent. By the time we're done, nothing will faze you!

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Paying Members Only Closing Over The Phone

In this webinar, we look at leveling the playing field and making tele-sales as effective as possible.Concepts Covered In This Video:Opening phone calls with an ABC - always be closing - mindsetTaking a call through a natural progression to a closeOvercoming common telephone objectionsA few different closing techniques that are especially well-suited to phone sales

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Paying Members Only Five-Step Selling

In this webinar, we'll discuss the 5SS approach to sales and how you can use this repeatable system in many different sales scenarios. Practice makes perfect, and by getting comfortable with Five Step Selling as an integral tool in your toolbox you'll be setting yourself up for consistent success.

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In this webinar, we discuss and explore the option of using a dialer to increase your sales and prospecting.

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In this webinar, we'll discuss how to use it to help your clients secure their financial future and to help you boost your business to the next level.

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If you want, you can start recruiting today - and in this webinar, we teach you how to get started doing just that!Concepts Covered In This Video:The logistics behind contracting downline agentsHow you earn money as an uplineYour responsibilities when dealing with your agentsHow to stay effective and consistently grow your business

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In this webinar, we'll take a look at some of the ways you can use insurance to protect not only small businesses but the owners of those businesses as well.

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In this webinar, the professionals at SalesDialers.com combine their own vast experience together with the knowledge they’ve gained from working with hundreds of other insurance professionals in this discussion over:Hiring and Training Telesales Professionals,Data and Lead options,Using a Dialer for Efficiency and Automation,DNC and List Management,When to Call and How to Say It,Tips for the Phone, Email, Appointment Setting, and ScriptsAnd more!

Cross-Selling Techniques

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Paying Members Only The Art of Cross Selling

Would you like happier clients and a bigger paycheck? Then it's time to learn to cross-sell!

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Paying Members Only Cross-Selling Final Expense

In this webinar, we'll explore ways to begin cross-selling with final expense as a focus, thereby increasing your sales - and usually your client retention and referral rates as well!

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Paying Members Only Cross-Selling Life Insurance

In this webinar, we'll get more in-depth and explore cross-selling specifically with life insurance in mind.

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Tom Blanchard has been selling CI successfully for some time now, and we're lucky to have borrowed a few minutes of his time to learn more about how he does business. Let's listen in!(Note - this webinar is audio only)

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Concepts Covered Include:How Medicare Supplements and final expense life insurance products can "fit" together in a single sales presentationHow to use this cross-selling technique to turn your customers into clientsEffective presentation techniques to illustrate these benefits for your clients

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 In this Fireside Chat, we sit down with a man who has decades of experience in the industry and discuss the whats and whys of cancer insurance, as well as sift through some of the wisdom his experience has brought him.

The Basics of Life Insurance Products

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Paying Members Only Final Expense 101

Concepts Covered Include:An overview of how final expense life insurance differs from other types of insuranceWho final expense is for and how it worksConcerns unique to the final expense industry

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Paying Members Only Breaking Into Final Expense

In this webinar, we talk about how you can maximize your chances of success from day one as a final expense agent.

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In this webinar, we'll break down simplified issue coverage and compare it to its fully-underwritten counterpart to determine in which situations each type of coverage can shine.

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Let’s talk about the mysterious MEC, dispel some myths and get to the bottom of this whole thing

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Concepts Covered IncludeThe main differences between Option 1 and Option 2 death benefitsHow to tell what death benefit option is appropriate for your clientWhat the different treatment of the cash value inside the policy means for the policy's overall stability

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Paying Members Only Participating Whole Life

In this webinar, we explore how those dividends work and how participating whole life can be used as a powerful insurance tool.Concepts Covered In This Video:How the cash value inside participating whole life growsThe different options clients have for the distributions of dividendsHow participating whole life differs from declared rate whole life

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In this webinar, these questions - and more - will be cleared up!Concepts Covered IncludeHow "super-standard" ratings (such as standard, standard plus, preferred, preferred plus) workHow "sub-standard" ratings (table ratings for clients who can't qualify for standard rates) workHow ratings vary from carrier to carrier, along with a brief overview of a few "carrier niches" - health conditions that some certain carriers are especially competitive on

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Paying Members Only Term Life Insurance 101

In this webinar, we'll take a 101-level look at term life insurance, the basic moving parts, and when term life insurance may be an appropriate solution for your client's unique needs.

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Paying Members Only Term Life Insurance In Depth

Here, we'll take a closer look at term life insurance and how it can be used in some innovative ways.Concepts Covered In This Video:How renewability provisions can get your clients long-term coverage - for a priceHow conversions work and why they're a crucial part of any agent's strategyA brief look at medically underwritten vs. non-medically underwritten coverage

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Return of premium term life insurance is a great tool to keep in your portfolio, and in this webinar we'll discuss how to effectively use it.

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Paying Members Only Selling ROP Term

Join us as we talk about this product and how you can sell it yourself!

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You don't have to be a master of your craft before you pick up the phone, but there are a few things you absolutely do need to know before you start speaking to clients. If you're getting ready to take the plunge, watch this first!

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In this webinar, we'll make it simple and easy to understand.Concepts Covered In This Video:The origins and purposes of universal life insuranceHow to take advantage of the flexible premiums universal life offersHow "COI" (cost of insurance) plays a huge role in the development of a universal life policy's cash valueAn overview of the sub-types of universal life insurance, including declared rate UL, indexed UL, and guaranteed/no-lapse ULA brief look at Option 1 vs Option 2 death benefits

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Paying Members Only Senior Life Insurance Planning

In this webinar we discuss the various products and services you can make available to the senior market, and how to figure out what's best for who. Don't get stuck on selling only final expense, or just Medicare Supplements - be a full-service agent and win clients for life!

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Paying Members Only Life Settlements 101

Your clients have an alternative to simply letting their policies lapse, however. Through the use of a "life settlement," that policy can be sold on the secondary market to secure a lump sum of cash for your client. That's a no-brainer - between letting the policy lapse or selling it for a lump sum of cash, which would your client prefer?

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In this webinar, we explore the ways you can access the cash value inside a life insurance policy, as well as some strategies for planning "distributions" from that cash value to supplement future income.Concepts Covered In This Video:The differences between cash value withdrawals and policy loansHow to structure your distributions for maximum cash and minimum lossEvaluating a policy's "distribution power" to make sure your clients' goals are met

Life Insurance Strategies & Tips

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In this webinar, we'll discuss what you need to know to prep your client appropriately for their exam.

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In this webinar, we discuss how you can effectively use life insurance to build wealth for retirement and what you need to know to protect your clients.Concepts Covered In This Video:The preferential tax treatment given to the cash value inside a life insurance productA brief overview 7702(a) planningA few hypothetical examples of clients using life insurance to successfully supplement their retirement funds

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Paying Members Only Term Life Conversions 101

In this webinar, we'll talk about how term conversions work and how you can use them to your advantage in your practice.

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Here, we explore the things health insurance agents need to know in order to effectively transition into cross-selling life insurance with their health insurance products, and what you'll need to know if you decide to make life insurance your full-time pursuit.Concepts Covered In This Video:The most significant differences between health and life insurance underwriting and marketingSelecting a few carriers to assist in making the shiftHow to leverage your existing efforts as a health insurance agent to become more effective as a life agent

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In this webinar, we'll discuss some uses of IULs that you may not have considered and how to make these strategies a part of your portfolio.

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Concepts Covered In This Video:How the cash value inside an indexed product grows and changesTotal Interest Rate indexing methods (including long term point-to-point, long term point-to-point with average end, high-water look back methods, and low-water look-back methods)Annual Interest Rate indexing methods (including annual reset point-to-point, calendar year reset point-topoint, and averaging annual reset methods)Combination Interest Rate indexing methods (including multiyear reset and reset methods)Items to be aware of when dealing with indexed products (including participation rates, margins, caps, etc.)

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Keeping this strategy in your back pocket will win you sales that other agents leave on the table - join us now to learn more!

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Learn from Mark Townsend of American General how their Quality of Life Insurance products (term and UL) can protect your clients from death, chronic and critical illness under one low cost plan.  You owe it to your clients!

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In this webinar we talk about the process of getting started in insurance and how you can maximize your chances of success from the start.

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What if you could grow your current purchasing power and simultaneously get out of paying interest on purchases like these in the future? Interested?

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Paying Members Only Whole Life Insurance Today

In this webinar, we'll examine the modern whole life insurance policies and some strategies you as an advisor can use to work the product into your portfolio.

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 In this webinar we compare and contrast whole life insurance against universal life and discuss figuring out when to use what. Mystery solved!

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In this webinar, we'll look at how income planning strategies can apply across the economic spectrum and how you can use these techniques to your advantage. Your clients will thank you, and you'll be building a book of business that will stand the test of time!

The Basics of Annuity Insurance Products

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Paying Members Only Annuity Arbitrage

Concepts Covered In This Video:Using a SPIA (single-premium immediate annuity) to both take income and to fund a life insurance policyUsing an ILIT (irrevocable life insurance trust) to reduce the client's estate liabilityHypothetical examination of how this strategy maximizes the impact of each individual dollar

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Paying Members Only Evaluating Indexed Products

In this webinar, we're going to break down the various mechanisms that make indexed products tick. Learning these fundamental building blocks that make up every indexed product gives you a firm foundation from which you can make apples-to-apples comparisons between plans, thereby helping you determine the solutions that are truly best for your clients' unique needs

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Concepts Covered In This Video:Overview of the basic types of annuitiesExamination of how annuities can fit into a financial planDefinitions of terms and concepts common to the annuity market

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Paying Members Only Income Annuities

Concepts Covered Include:The difference between a true "income annuity" and simply annuitizing a normal annuity contractHow cash value grows inside the annuity - and separately in an illiquid "income account"How these products can create powerful deferred income streams

Annuity Insurance Strategies & Tips

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Paying Members Only Social Security Optimization

Thanks to the Baby Boomer generation, Social Security optimization is one of the hottest topics in the insurance industry today. Social Security benefits are a major portion of retirement planning for a huge number of people - and many don't realize that they're not going to get as much as they should. In this webinar, our guest presenters from Roster Financial discuss using Social Security optimization as a door-opening strategy to assist retirees in maximizing their assets. That's a great way to build trust, gain referrals, and increase retirement security!This is a guest webinar presented by Roster Financial, an Insurance Marketing Organization. This recording does not constitute an endorsement of this, or any, IMO or upline.

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In this webinar, you'll learn the basics of MYGAs and how you can incorporate them into your annuity offerings.Concepts Covered In This Video:Overview of the moving parts of a Multi-Year Guarantee AnnuityExamination of how a MYGA can be used to help plan a client's financial futureExamination of two hypothetical products

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In this guest webinar with Ray Malone, we explore how you can break into annuity sales from scratch and start building the book of your dreams.

The Basics of Health Insurance Products

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While it can be tough to educate your client on a product so complex in such a short time, the techniques we'll discuss in this webinar will help you convey the information your client needs to know in an easy-to-digest format that focuses first and foremost on client education.

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Trust me, once you start selling HDHPs over copay plans, you'll never look back!

Health Insurance Strategies & Tips

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Our clients need protection - and so do their assets. In today's market there are more options than ever before for comprehensive, linked-benefit plans that can mitigate multiple risks for our clients. In this webinar we look at the unique AssetCare portfolio offered by One America and discuss how you can use it to protect your clients from whatever life can throw at them.

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As we move into 2014, the effects of Obamacare and general health insurance reform on the market and on us as agents becomes clearer and clearer. Now that the fog is burning off and we've got a little more clarity in the old crystal ball, we've asked two gentlemen who know the health insurance industry better than anyone to come talk shop with us. In this conference call, we'll speak with Dave Fluker and Bob Vineyard about their experience in the health market, what the new Exchange means to agents, and how our careers are going to change moving forward.

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