Episodes

  • 08-28-2025 - Product Call - New Product Drop: Foresters Live Well Plus Whole Life

    08-28-2025 - Product Call - New Product Drop: Foresters Live Well Plus Whole Life
    Aug 28 2025
    Introducing Foresters LiveWell Plus: New Whole Life Product Overview & How It Works Join Gina Hawks from The Alliance as she introduces Jim Tom, National Sales Specialist, who provides a comprehensive overview of Foresters' new whole life product, LiveWell Plus. This episode covers the features, benefits, and digital end-to-end process of the new product, including guaranteed level premiums, death benefits, and cash values. Jim also discusses various scenarios, underwriting guidelines, and additional member benefits. Tune in to learn how this innovative product can help with cash accumulation and wealth transfer strategies.
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    56 mins
  • 08-21-2025 - Product Call - Safe. Predictable. Competitive: Introducing Ohio State Life’s NEW MYGA

    08-21-2025 - Product Call - Safe. Predictable. Competitive: Introducing Ohio State Life’s NEW MYGA
    Aug 21 2025
    Safe. Predictable. Competitive: Introducing Ohio State Life’s NEW MYGA This Thursday, don’t miss a special Product Call with Chris Norris introducing Brian Graime from Ohio State Life. They’ll be diving into their Multi-Year Guarantee Annuities (MYGA) — a strong option for clients who want: ✅ Safe savings ✅ Predictable growth ✅ Highly competitive rates
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    47 mins
  • Unlocking the Power of President's Club: Member Benefits and Beyond

    Unlocking the Power of President's Club: Member Benefits and Beyond
    Aug 14 2025

    Join Clay Mertes and Lucero Diaz in this engaging, podcast-style presentation as they delve into the myriad benefits of the President's Club at The Alliance. Discover exclusive tools and resources, including ZipRecruiter ads, AM Cards, WebPress videos, and the innovative go high-level CRM system. Learn how these benefits can streamline your recruiting, enhance sales, and maximize your business's potential. Whether you're a seasoned member or new to the club, this video is packed with actionable insights and special promotions tailored to elevate your success. Don't miss this in-depth guide to harnessing the full power of President's Club!
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    1 hr
  • 07-31-2025 - Mastering Referrals with James Coleman | The Alliance Product Call

    07-31-2025 - Mastering Referrals with James Coleman | The Alliance Product Call
    Jul 31 2025
    In this episode of The Alliance Product Call, James Coleman shares his journey with The Alliance and his expertise in generating referrals. With first-hand experiences and practical advice, James dives deep into his methodology for securing referrals from clients, the importance of maintaining client relationships, and strategies for maximizing return on investment. He discusses overcoming common challenges, shares his personal scripts and techniques, and answers participant questions about best practices. This session is perfect for agents looking to enhance their client engagement and boost their sales through effective referral systems.
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    57 mins
  • 07-24-2025 - Product Call - American Amicable's Security Solution Whole Life Product Explained

    07-24-2025 - Product Call - American Amicable's Security Solution Whole Life Product Explained
    Jul 24 2025
    This week’s product call will be hosted by Roberto Silva from American Amicable & Nick Greco. They’re going to be covering the American Amicable Security Solution whole life product & how to help your clients who are interested in the infinite banking concept with this product. Tune in today to learn more!
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    44 mins
  • 07-10-2025 - Product Call - Master the Basics, Close More Sales with Stephen Davies

    07-10-2025 - Product Call - Master the Basics, Close More Sales with Stephen Davies
    Jul 11 2025
    Join Stephen Davies on Today's Product Call as he breaks down the basic principles that drive successful sales—the same fundamentals he’s used to build a powerhouse business. Whether you’re new to the game or looking to get back on track, this is the kind of back-to-basics training that makes a real difference in your results. Don’t miss it!
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    1 hr
  • 07-03-2025 - Product Calls - Mastering In-Home Appointments with Michelle Jones

    07-03-2025 - Product Calls - Mastering In-Home Appointments with Michelle Jones
    Jul 3 2025
    In this detailed session, Michelle Jones from Tampa, Florida, shares her experiences and insights on the in-home sales process. Michelle covers the five key components of a successful in-home sales visit: connection, green sheet, why, edify, and budget. Drawing from her own journey and practical tips, she emphasizes the importance of building genuine connections, understanding client needs, and handling objections effectively. Michelle offers step-by-step guidance on engaging with clients, collecting essential information, and presenting options that resonate. She also highlights the value of continuous learning and the art of leveraging personal and client stories to build trust. Whether you're new to sales or looking to rejuvenate your approach, this video provides actionable advice to help you move forward and achieve success in the in-home sales domain.
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    58 mins