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The Alliance U PRODcast

The Alliance U PRODcast

By: AllianceU Prodcast: Education Sales Tips Proven Results and Motivation
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 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! Career Success Economics Personal Finance
Episodes
  • 11-20-2025 - Product Call - Presenting IULs Effectively and Compliantly

    11-20-2025 - Product Call - Presenting IULs Effectively and Compliantly
    Nov 20 2025

    Presenting IULs Effectively and Compliantly: A Guide for Insurance Agents Join Gina Hawks and Alex Ian in this Thursday product call as they discuss the proper ways to present Indexed Universal Life (IUL) policies, focusing on their use for cash accumulation. This episode emphasizes the importance of compliance and proper disclosure in light of current regulatory and litigation trends. Alex shares key insights into avoiding common pitfalls and understanding regulatory challenges while Gina reviews practical tools and resources available for agents. Key topics include explaining tax implications, disclosing policy charges, and ensuring clients fully understand the nature of IUL products.

    00:00 Introduction and Overview

    00:51 Regulatory Concerns and Compliance

    02:10 Current Litigation and Legal Risks

    04:54 Common IUL Fraud Tactics

    09:28 Legal Grounds for Fraud Claims

    15:10 Misleading Sales Practices

    24:52 Documentation and Client Protection

    29:48 IUL Presentation Tools and Best Practices

    32:18 Understanding Tax-Free Retirement Income

    33:12 The Importance of Saving for Retirement

    34:06 Explaining Tax Deferred vs. Tax-Free Money

    38:14 How Indexing Works in IUL Policies

    45:30 Illustrating IUL Policy Benefits

    53:10 Key Disclosures and Client Communication

    57:07 Q&A and Final Thoughts
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    1 hr
  • 11-13-2025 - Product Call - Nassau Annuities: Income for Life

    11-13-2025 - Product Call - Nassau Annuities: Income for Life
    Nov 13 2025
    Boost Your Business with Nassau Annuities | Brendan Russell's Expert Insights Brendan Russell, a national wholesaler for Nassau Annuity Company, shares his expertise with the Alliance team, discussing how Nassau can help grow their business. Get insights into Nassau's rich history, financial stability, and unique product offerings designed for client-specific needs in growth, income, care, and family. Learn about the benefit of using Nassau's mobile application, the elite program for higher commissions, and various income contracts that ensure guaranteed income streams. Brendan also highlights Nassau's commitment to flexibility and customer service, offering practical tips for engaging clients in annuity sales. Ideal for agents looking to expand their business with Nassau's diverse array of financial products.
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    46 mins
  • 11-06-2025 - Product Call - Exploring Heartland National Annuities

    11-06-2025 - Product Call - Exploring Heartland National Annuities
    Nov 6 2025
    Heartland National's Ancillary Products Overview with Campbell Newby: Cancer, Home Healthcare, and Hospital Indemnity Join Gina Hawks as she introduces special guest Campbell Newby from Heartland National in this comprehensive webinar. Campbell discusses Heartland's range of ancillary products, including hospital indemnity, cancer, heart attack and stroke coverage, and short-term home healthcare. Learn about these offerings' key features, rate structures, and available rider options. Campbell also provides insights into Heartland National's background, including their journey into the annuity space, making this an essential viewing for agents looking to expand their product knowledge and better serve their clients. Stay tuned for critical information about Heartland National's fixed index annuities and upcoming product developments.
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    1 hr and 2 mins
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