• Explaining the Difference Between Increasing and Level Death Benefits

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to clear the confusion for clients and

  • Permanent Insurance

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to explain the difference between Increasing & Level Death Benefits.

  • Setting an Appointment for an Annual Review

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an Annual Review appointment.

  • Setting an Appointment with an Emergency Contact List Prospect

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to set an appointment with an Emergency Contact List Prospect.

  • How to Illustrate Tax-Free Income with the F&G IUL Product

    EQUIS ADVANCED

    The power of creating tax-free income through IULs and investment can be complex. Learn the keys to an effective and simplified IUL Illustration on EXACTLY what information should be shared with your potential clients from a true industry leader, Vice President of Advanced Markets Bill Martin 2.0!

  • Selling an IUL After a Mortgage Protection Appointment

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 discusses how to increase customer loyalty by providing continued value to your clients. Planting seeds during your mortgage protection appointments ensures your return to the home, allowing you to help your clients overcome their retirement battles!

  • What Is an Annuity?

    EQUIS ADVANCED

    You’ve heard the term “Annuity,” but are you unsure of what exactly that means? Don’t fear, Vice President of Advanced Markets Bill Martin 2.0 is here to clearly describe and illustrate the nature of annuities and how they operate!

  • Indexed Annuity Versus IUL

    EQUIS ADVANCED

    Join Vice President of Advanced Markets Bill Martin 2.0 as he explores and answers the common question, “When do I use an Indexed Annuity versus an Indexed Universal Life policy for somebody that is looking to save some money?” Compare and contrast these savings strategies to find the BEST solution for your client!

  • F&G Annuity Illustration Software

    EQUIS ADVANCED

    Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through F&G’s Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!

  • Introducing F&G

    EQUIS ADVANCED

    Join Senior Vice President of Advanced Markets Pete Lee and Vice President of Advanced Markets Bill Martin 2.0 as they welcome Emily Scanlon from Fidelity & Guaranty Life to introduce the robust product portfolio and incredible story of F&G to The Agent’s Company!

  • Tax-Free Income: From Lump Sum to IUL

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 explains how to help a client who wants to place a lump sum of money into an IUL product in order to generate a tax-free stream of income down the road.

  • Indexed Interest Credting

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 answers the common question, “How do I explain to a customer how they make money depending on the performance of a particular index?”

  • Tax-Free Income Solutions In-Home Presentation (IUL)

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 demonstrates the Tax Free Income In-Home Presentation.

  • How to Illustrate Tax-Free Income with the NLG IUL Product

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to use the NLG illustration software.

  • Client Strategy Preferences

    EQUIS ADVANCED

    Regional Manager Pete Beckman explains what clients like and don't like about financial strategies.

  • Suitability

    EQUIS ADVANCED

    Senior Vice President of Advanced Markets Pete Lee and Regional Manager Pete Beckman review the importance of qualified vs. non-qualified accounts.

  • Annuity In-Home Presentation

    EQUIS ADVANCED

    Using the 3 Neighborhoods of Money. Regional Manager Pete Beckman demonstrates how he approaches the In-Home Presentation.

  • The Benefits of a Surrender Charge

    EQUIS ADVANCED

    Regional Manager Pete Beckman explains the various benefits of a surrender charge.

  • The Three Neighborhoods of Money

    EQUIS ADVANCED

    Regional Manager Pete Beckman explains the "Three Neighborhoods of Money" concept.

  • Who's Bearing the Risk?

    EQUIS ADVANCED

    Regional Manager Pete Beckman explains the difference in risk when investing in Fortune 500 Companies and individual financial advisors.

  • Account Value vs. Income Account Value

    EQUIS ADVANCED

    Senior Vice President of Advanced Markets Pete Lee and Regional Manager Pete Beckman look at the differences between Account Value and Income Account Value.

  • Accumulation vs. Distribution

    EQUIS ADVANCED

    Regional Manager Pete Beckman explains the differences between Accumulation and Distribution.

  • The Money Triangle

    EQUIS ADVANCED

    Regional Manager Pete Beckman explains "The Money Triangle", and how it applies to clients with fixed interest money.

  • Do's and Don'ts

    EQUIS ADVANCED

    Regional Manager Pete Beckman reviews the Do's and Don'ts of the Advanced Market.

  • Term Conversion Sales Presentation

    EQUIS ADVANCED

    Vice President of Advanced Markets Bill Martin 2.0 demonstrates the Term Conversion In-Home Presentation.

  • F&G Life Illustration Software

    EQUIS ADVANCED

    Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through F&G’s Life Illustration software and ensures that you hit on all applicable areas!

  • Ameritas IUL Illustration Software

    EQUIS ADVANCED

    Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through Ameritas' IUL Illustration Software and ensures that you hit on all applicable areas!

  • Athene Annuity Illustration Software

    EQUIS ADVANCED

    Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through Athene's Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!

  • NLG Illustration Software

    EQUIS ADVANCED

    Join Executive Vice President of Advanced Markets Bill Martin 2.0 as he navigates through NLG's Illustration software and ensures that you hit on all applicable areas!

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