• Product Call - IUL EXPRESS JUST GOT BIGGER with MoO - 04-16-2026
    Apr 16 2026

    IUL EXPRESS JUST GOT BIGGER with MoO💥🔥 More approvals. More clients. More business. This week, Lauren Montag and Derek Wiedenmeyer from Mutual of Omaha are breaking down the new updates to IUL Express and how you can start writing more deals right now. If you have been hitting walls with approvals or want to scale faster, this is the call.

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    50 mins
  • Product Call - They Served Us. Now It's Our Turn. - 04-09-26
    Apr 9 2026
    Military Life Insurance Explained: SGLI vs FSGLI vs VGLI vs VA Life (What Veterans Need to Know) Retired U.S. Air Force veteran Danny Johnson explains common military life insurance options and misconceptions, including SGLI, FSGLI, VGLI, and VA Life, and why many veterans mistakenly believe spouses and children are covered when most policies cover only the service member. He outlines that SGLI and FSGLI are term group policies that end after separation and notes key timing rules like the 120-day window to convert or enroll, with VGLI offering no medical questions but becoming very expensive as age increases. Johnson compares VA Life's guaranteed-issue whole life structure and two-year waiting period with alternative guaranteed-issue and day-one coverage options, and stresses agents should educate veterans, verify coverage, discuss wills and powers of attorney, and "paint the picture" of income loss, disability ending at death, and mortgage needs.
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    33 mins
  • Product Call - XCEL's Licensing Pathway - 04-02-2026
    Apr 2 2026

    Why XCEL Testing Is #1 for Insurance Pre-Licensing at The Alliance (Admin Portal, Reports, Study Tools)

    Clay Mertes introduces XCEL Testing as The Alliance's preferred pre-licensing provider, citing the people, higher exam pass likelihood, and an easy-to-use technology system. XCEL's Mike and Omar explain they lead the industry in sending candidates to testing centers and maintain above-average pass rates, then walk through tools that help agents manage students: a new Alliance Resource Hub with downloadable PDFs (best practices, mentoring, calendars, how-to videos), and the Admin Portal for tracking enrollments, last login, detailed transcripts, and red flags like repeated quizzes or skipping content. They review daily tracking emails, custom reports that can be saved and scheduled, the "prepared to pass" status across three course parts, study calendars for finishing in 7–10 days, access-window extensions, state requirements pages, and instructor support for failed exams.

    00:00 Welcome And Introductions

    00:35 Why XCEL Testing Wins

    02:10 Industry Leader Proof

    03:21 Meet Omar And Setup

    04:46 Resource Hub Overview

    10:14 Admin Portal Access

    11:56 Student Transcript Deep Dive

    15:51 Using Data To Coach

    19:39 Custom Reports Scheduling

    24:00 Daily Progress Email Breakdown

    26:48 Certificate Check Colors

    28:04 Unlocking Full Question Bank

    29:41 Finish Faster Remember More

    31:12 Study Calendars Extensions

    33:05 State Requirements Hub

    36:15 Mentoring After Failed Exam

    41:23 Why Access Window Floats

    44:16 Student Resources Notes

    45:06 Engagement Daily Report Habits

    46:27 Manager Codes Hierarchy

    50:54 Q&A Resource Hub Wrap

    52:48 Final Thanks Closing

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    54 mins
  • Product Call - The Hidden IUL Opportunity with F&G Everlast - 03-26-2026
    Mar 26 2026
    If you've been relying on simplified issue IULs, this call is especially for you. The Everlast IUL brings: * Strong accumulation potential * Competitive protection features * More flexibility in how you serve your clients long-term This is about expanding your toolbox and making sure you are equipped to deliver the best solutions possible. The agents who win long-term are the ones who stay sharp on products.
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    41 mins
  • 02-26-2026 - Product Call - Annexus Brand-New Accumulation Strategy with S&P 500 Options
    42 mins
  • 02-19-26 - Product Call - American Amicable's Intelligent Choice Just Got Faster
    Feb 19 2026
    Pete Mejia from American Amicable is breaking down their Simplified Issue IUL , Intelligent Choice , and introducing a major upgrade that will help you move quicker and close more confidently. 🚀 Introducing: Express Quote This enhancement makes quoting faster and simpler, right on the spot. ✔ Fewer Clicks – Express Quote defaults to the most popular quoting options so you can move fast. ✔ More Flexibility – Seamlessly switch to Advanced Quote when you need full customization on riders, face amounts, and premium options.
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    41 mins
  • Product Call: Annexus Annuity Portfolio - 02-05-2026
    Feb 5 2026

    Maximizing Annuity Sales with Integrity Advisory Solutions and Annexus Join Chris Norris from Integrity Advisory Solutions as he hosts a deep dive into annuities with special guests Stephanie, Alex, and April from Annexus. They discuss the importance of not being afraid to ask questions, leveraging team support, and the unique offerings Annexus provides for product design and implementation. The team highlights two key products: Nationwide New Heights and North American Suite, detailing their features, guaranteed income, bonuses, and the comprehensive support available to agents. Key takeaways include using bonuses to offset tax implications, the uniqueness of the products, and leveraging aNexus as a partner for successful financial planning. This episode is a must-watch for agents looking to enhance their annuity sales and client offerings. Connect with Chris and the aNexus team for more personalized support and training opportunities.

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    54 mins
  • Product Call - Mutual of Omaha Life Protection Advantage - 01-15-26
    Jan 15 2026
    Join Lauren Montag & Derek Wiedenmeyer from Mutual of Omaha on this week's Product Call. They're going to be focusing on the Mutual of Omaha Life Protection Advantage IUL which is used primarily for larger death benefits & cash accumulation as well as long term care.
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    1 hr and 3 mins