CALENDAR OF EVENTS
Below are the topics for the Training Event, which will take place every Thursday at 4 PM CST and certain events that will take place on specific dates.
January
Week 1 (January 16, 2025)
Understanding Life Insurance Products: Term vs Whole Life
- Key differences between Term Life and Whole Life
- Pros and cons of each product type
- Carrier-specific product features
Week 2 (January 23, 2025)
Universal Life Insurance and Indexed Universal Life (IUL)
- Introduction to Universal Life
- Deep dive into Indexed Universal Life (IUL)
- Case studies from National Life Group and Symetra
Week 3 (January 30, 2025)
Final Expense and Whole Life for Seniors
- Final expense insurance and its growing market
- Whole life policies for seniors
- Carrier offerings for senior life insurance
February
Week 4 (February 6, 2025)
Sales Strategies for Life Insurance
- Proven sales techniques for closing life insurance sales
- Building rapport with clients
- Strategies to overcome common objections
Week 5 (February 13, 2025)
Lead Generation and Prospecting Techniques
- How to generate high-quality leads
- Leveraging social media and digital marketing for prospecting
- Using carrier tools for prospecting
Week 6 (February 20, 2025)
Case Design: Needs-Based Selling
- Introduction to case design based on client needs
- How to build a life insurance portfolio for different client profiles
- Real-life case studies
Week 7 (February 27, 2025)
Advanced Sales Ideas: Combining Products for Optimal Solutions
- Bundling life insurance with other financial products
- Creative combinations of products from different carriers
- Case studies of advanced solutions
March
Week 8 (March 6, 2025)
Alternative Investment
Presenter:
Brandon "Rockstar" Rooks
- Overview of annuities and how they integrate with life insurance products
- Understanding retirement planning with National Life Group and Corebridge Financial
- Planning strategies for clients
Week 9 (March 13, 2025)
How to resolve debts and make earn a referral compensation for the process.
Presenter:
Armen Tatiyants from Mediator Debt Solutions
- How to design life insurance solutions for business owners
- Key options for buy-sell agreements, key person insurance, and executive benefits
- Product offerings from North American and Symetra for business owners
Week 10 (March 20, 2025)
Tax-Advantaged Products: Life Insurance as an Asset
- Using life insurance as a tax-deferred asset
- Understanding the tax advantages of permanent life insurance policies
- Case studies
Week 11 (March 27, 2025)
Health Issues and Underwriting: Overcoming Client Objections
- Understanding underwriting in the life insurance process
- Dealing with health issues and high-risk clients
- Carrier-specific underwriting guidelines
April
Week 12 (April 3, 2025)
The Role of Life Insurance in Estate Planning
- Estate planning strategies using life insurance
- How life insurance benefits heirs and beneficiaries
- Products from Corebridge Financial and Symetra for estate planning
Week 13 (April 10, 2025)
Marketing Life Insurance: Creating Effective Campaigns
- Designing effective life insurance marketing campaigns
- Strategies for digital marketing
- Best practices for email marketing and advertising
Week 14 (April 17, 2025)
Advanced Case Design: Family & Estate Planning
- Case design strategies for families
- Estate planning using life insurance
- Carrier options for multi-generational solutions
Week 15 (April 24, 2025)
Life Insurance in the Digital Age
- Technology and innovation in the life insurance industry
- Digital tools for brokers and agents
- Carrier digital platforms
May
May 3-4, 2025
The GREAT COLLABORATION Event
The Great Collaboration is back for its highly anticipated 2nd year! This event is more than a gathering—it's a transformative experience for professionals looking to elevate their careers, network with industry leaders, and unlock new opportunities. Join us in May 2025 for a day filled with inspiring keynotes, dynamic workshops, and exclusive mentorship sessions designed to fuel your growth and success. Whether you're a seasoned expert or an emerging talent, The Great Collaboration is your gateway to actionable insights and meaningful connections. Don’t miss out—be part of the movement driving innovation and excellence!
Week 16 (May 8, 2025)
Disability Income Insurance & Life Insurance Integration
- Understanding Disability Income insurance
- Integrating life insurance with disability coverage
- Carrier options for dual coverage
Week 17 (May 15, 2025)
Understanding Riders and Supplemental Benefits
- Introduction to common life insurance riders (e.g., waiver of premium, accelerated death benefit)
- Using riders to enhance policies
- Case examples from different carriers
Week 18 (May 22, 2025)
Marketing to High-Net-Worth Clients
- Life insurance for high-net-worth individuals
- Tailoring products to wealthy clients' needs
- Case studies of large cases using Symetra and North American products
Week 19 (May 29, 2025)
Life Insurance for Children and Grandchildren
- Building a legacy with life insurance for younger generations
- Life insurance products that work for children and grandchildren
- Real-life examples and strategies
June
Week 20 (June 5, 2025)
Understanding Business Continuation Planning
- Life insurance in business continuation strategies
- Buy-sell agreements and key person coverage
- Carrier options and solutions
Week 21 (June 12, 2025)
Advanced Prospecting Techniques: Using Referrals
- Leveraging referrals for consistent lead generation
- Building referral networks
- Effective communication strategies for referral requests
Week 22 (June 19, 2025)
Whole Life vs Indexed Universal Life (IUL) for Wealth Accumulation
- Comparing Whole Life and Indexed Universal Life for building wealth
- Designing IUL policies for maximum cash value growth
- Case studies of both product types
Week 23 (June 26, 2025)
The Role of Life Insurance in Charitable Giving
- How life insurance can facilitate charitable giving
- Creating charitable giving strategies with life insurance
- Products from carriers that cater to philanthropy
July
Week 24 (July 3, 2025)
Understanding Life Insurance Riders and Options
- Detailed overview of life insurance riders (chronic illness, term conversion, etc.)
- How to use riders to enhance coverage
- Carrier-specific options for riders
Week 25 (July 10, 2025)
Selling Life Insurance to Younger Clients
- Effective sales strategies for millennials and Gen Z
- Products that appeal to younger clients
- Using technology and social media to connect
Week 26 (July 17, 2025)
Life Insurance for Single Parents
- Designing life insurance solutions for single parents
- Importance of life insurance in supporting dependents
- Real-world case studies
Week 27 (July 24, 2025)
Life Insurance and Tax Implications
- Understanding how life insurance impacts taxes
- Tax advantages of life insurance products
- Carrier-specific strategies for minimizing tax burden
Week 28(July 31, 2025)
Creating Long-Term Relationships with Clients
- Building long-term relationships in the life insurance industry
- Strategies for client retention and loyalty
- Using CRM tools to stay in touch
August
Week 29 (August 7, 2025) - Life Insurance in the Context of Divorce Planning
- Life insurance and divorce settlements
- Key considerations for life insurance in divorce planning
- Using policies to protect alimony and child support
Week 30 (August 14, 2025) - Selling Life Insurance to Small Business Owners
- Understanding the unique needs of small business owners
- Life insurance strategies for business protection
- Case studies involving small businesses
Week 31 (August 21, 2025) - Advanced Annuity Strategies for Retirement
- Deep dive into annuities for retirement planning
- Combining annuities with life insurance for income planning
- Real-world retirement cases
Week 32 (August 28, 2025) - Carrier-Specific Selling Techniques (National Life Group, Symetra, etc.)
- Tailoring sales strategies for specific carriers
- How to sell products based on each carrier's strengths
- Tips for navigating carrier-specific tools and platforms
September
Week 33 (September 4, 2025) - Using Life Insurance for Long-Term Care
- Understanding the connection between life insurance and long-term care
- Products with long-term care riders
- Case examples of using life insurance for LTC planning
Week 34 (September 11, 2025) - Reviewing Your Life Insurance Portfolio: Mid-Year Check-Up
- How to review a client’s existing life insurance portfolio
- Ensuring the client’s coverage still meets their needs
- Adjusting products to accommodate changes in the client’s life
Week 35 (September 18, 2025) - The Future of Life Insurance: Trends and Innovations
- Upcoming trends in life insurance (AI, digital platforms, new product developments)
- The future of life insurance agents and brokers
- How carriers are adapting to new consumer demands
Week 36 (September 25, 2025) - Introduction to Life Insurance Industry & Overview of Key Carriers
- Overview of the life insurance industry
- Introduction to National Life Group, Corebridge Financial, Columbus, North American, and Symetra
- Key products and offerings from each carrier
