Videos

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Annuity Solutions

Mike McGlothlin will change the way you think of annuities on this series of Let's Get Down To Business with Steve Savant.

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Disability Income

See why it's vital to protect your paychecks in these one-minute shorts featuring Tim Kukieza, VP of Disability Income.

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Social Media Tips

Listen to some tips on how to extend your business reach through social media.

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Webinar Replays

Browse through a variety of topics for leveraging social media in financial services.

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Women and LTC

Mothers, as lifetime caregivers, are often the most in need of care later in life. Maria Sarci, VP of LTC, discusses this important market.

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Top Sales Ideas of 2013

Tom Hegna sits down to discuss what worked in 2013 and what will be key ideas for 2014.

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Transforming Advisors into CFOs

Levi McMellian, CEO of CFO4Life, shares his passion for listening and getting to the core of the clients’ goals, dreams and aspirations.

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412(e)(3) Retirement Plans

Nick Paleveda discusses how 412(e)(3) plans have distinct advantages compared to other qualified retirement plans.

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Business Planning for the Next Generation

Millennial marketer David Specht discusses how to initiate meaningful dialogue and business opportunities with today's generation.

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Asset Protection

Approach defensive planning with a new understanding of traditional insurance products in tandem with specific property/casualty products.

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Changing the Financial Industry

Discovering a distinctive characteristic in your practice can cut your business out of the pack, so you can profit from the differentiation.

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Top Business Succession Blueprints

Increase sales with business owners using Nate Sachs Blueprints for Tomorrow® program - a series of plans to eliminate the "What-ifs."

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Annuity retirement income

Curtis Cloke discusses how to focus on your clients' needs and create income with the smallest amount of investment needed.

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New Tax-Reduction Strategies

Tax-advantaged products are more than just exemptions, deductions and credits ... it's about creating more spendable income for clients.

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Tax Investment Strategies

Acquiring a basic understanding of tax issues can set the backdrop for presenting tax-advantaged insurance products.

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Product Due Diligence

Barry Flagg demonstrates why due diligence is critical component of best practices and can be a distinctive characteristic of your brand.

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Disability Insurance Awareness Month

Tim Kukieza, VP of Disability Income, discusses sales ideas for DIAM and why paycheck protection is important for your clients.

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Retirement Income Masters

Tom Hegna discusses his book Retirement Income Masters, where he interviews some of the most successful advisors in the country.

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Marketing to Middle America

Jim Silbernagel proves working in a small market doesn't have to mean taking home a small paycheck.

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Summer Sales Ideas

We teamed up with Insmark to bring you fresh ideas you can put into practice today to strengthen the relationship with your clients

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Joe Jordan - Changing the Industry

Joe Jordan, speaker and author of Living a Life of Significance, sits down to discuss the state of the financial services industry.

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Linked Benefit Advantages

Using linked-benefit insurance products, a pool of $450,000 can be created for long-term care expense by re-positioning $100,000 in assets.

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Deferred Compensation

Sherry Flint discusses sales opportunities using deferred comp plans on this week's series of Let's Get Down to Business.

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Defined Benefits & Structured Settlements

Steve Pilger discusses how this ever-increasing need has opened a new market opportunity for advisors.

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Indexed Annuities

Indexed annuities are one of the most popular financial products offered by insurance carriers and the most misunderstood product among advisors

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Life Insurance Settlement

Darwin Bayston, President and CEO of the Life Insurance Settlement Association discusses how policy lapses are negatively impacting consumers.

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Life Insurance for Tax-Free Income

Mike McGlothlin discusses the non-taxable benefits of life insurance in an income scenario

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When Business Becomes Personal

Platform speaker and author of Living a Life of Significance, Joe Jordan, shares how his personal experience formed his passion for life insurance.

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Business Owners & Executive Solutions

Sherry Flint from Principal Financial shares the virtues of the comprehensive business planning

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Social Security

Brian Doherty, author of Getting Paid to Wait, discussses strategies to maximize Social Security benefits.

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Psychology of the Smart Advisor

Sports psychologist Dr. Jack Singer discusses how to run your business while avoiding stress and increasing efficiency.

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Driving Growth through Marketing

Millennial marketer Jeremiah Desmarais shares award-winning business growth strategies you can achieve through digital marketing.  

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Preparing for a Life Insurance Exam

See how to prepare your clients to overcome one of the biggest obstacles to life insurance: the exam.

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Underwriting Series

Steve Savant takes a closer look at the basics of underwriting and the impact on outcome for your clients.

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LTC Awareness

Maria Sarci sits down to discuss the importance of care planning and leveraging LTC Awareness Month this November.

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QLACs and Emerging Retirement Products

New IRS regulations allow IRA owners to use some qualified money to purchase a QLAC, and have that portion exempt from RMD calculations.

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Pathway to Freedom

Wayne Cotton discusses his career winning strategies that have achieved some of the most remarkable results in the industry.

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Advanced Retirement Strategies

Mike McGlothlin discusses new opportunities with QLACs, cash-value life insurance and how to fit advanced strategies into current plans.

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New Prosperity Economics

Controversial author and registered investment adviser Kim Butler discusses how financial planning doesn't always consider clients' true needs.

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Consumer-Friendly Videos

These concepts will help you think differently about the value of protecting yourself and your family.

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Planning for End-of-Year Taxes and Giving

As 2015 approaches, it's important to review the basics of taxes and charitable giving to see how you play a role in planning for your clients.

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Working with Female Clients

Planning with female clients is usually more effective if advisors consider the audience ask ask different questions than those of men.

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End-of-the-Year Annuity Update

Review the numerous trending topics in 2014 that made an impact on Annuity sales and will continue to impact 2015.

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Life Insurance Portfolio Review

Ash's Life Insurance Portfolio Analysis often result in an improvement to the policy holder's position, either saving money or improving benefits.

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Foreign National Market in America

The foreign community in America is presently a niche market, but in the near future it will go mainstream.

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Sales Packaging Suites

Mark James discusses a system of informational suites for sales and marketing support advisors can use with consumers.

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Building Out Your Practice

Author and practice-development coach Anthony Morris discusses tips for growing your business.

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Generating High-Value Referrals

Acquiring referrals should be a major component in any business, but they need to be high-quality referrals to count.

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Estate Planning Update

Mike Kilbourn, founder of national network of estate planning professionals discusses creating and managing comprehensive estate plans.

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Don't Worry, Retire Happy

Author Tom Hegna discusses concepts from his latest book and PBS special

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Disability Income Protection

If you need a paycheck, you need disability insurance. Hear from real people on the front line and discover stats you need to know.