EQUIS ADVANCED LIVE WEBINAR

  • 12.17.2020 - Public Employee Leads

    EQUIS ADVANCED WEBINAR

    Senior Vice President of Advanced Markets, Pete Lee, and Vice President of Advanced Markets, Bill Martin 2.0, give an overview of the Public Employee Lead program. During this webinar, they discuss how this program works and what makes an agent an ideal candidate.

    Special guest Danny Favreau also joins the Advanced Markets Team to highlight his success in the field with Public Employee Leads and how he has used this program to his advantage.

    Don’t miss out on this informative call!

  • 12.10.2020 - The Columbus Life Experience

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 are joined by special guest Platinum Elite Producer, David Begley, as he discusses his experience with Columbus Life. David shares what he has learned about submitting business with this carrier, how he has been managing pending business, and why he has chosen to work with Columbus Life’s products. Bill Martin 2.0 also runs a sample illustration on Columbus Life’s IUL product. Don’t miss out on this informative call!

  • 12.3.2020 - Cross-Selling and Explaining Annuities to Your Clients

    EQUIS ADVANCED WEBINAR

    Tune in to this Advanced Markets Webinar as Bill Martin 2.0, Pete Lee, and special guest Carlos Bastardo discuss how to cross-sell and explain annuities to your clients. Don’t miss this informative webinar, your clients will thank you!

  • 11.19.2020 - Annuity Case Studies

    EQUIS ADVANCED WEBINAR

    Tune in as Pete Lee and Bill Martin 2.0 wrap up Annuity case studies from last week and also introduce new IUL Case Studies. Your clients will thank you!

  • 11.12.2020 - Annuity Case Studies

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 review various annuity case studies in order to help you determine the best product for your client!

  • 11.5.2020 - Annuity Suitability & Transferring Annuity Funds Quickly

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 discuss the vital topic of Annuity Suitability and how you can get those annuity funds transferred more QUICKLY to help your client, as well as your wallet!

  • 10.29.2020 - NLG Announces a NEW Exclusive Digital Marketing Tool

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 are joined by NLG's Mike Beaulieu, Jake Peck, Emily Farnham-Haskell, and Erika George to introduce their new digital marketing tool pilot and provide a demonstration of how you can make it work for your business!

  • 10.22.2020 - How Life Insurance Works as a College Education Funding Vehicle

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 share information on how life insurance policies can be used as vehicles for college education funding!

  • 10.15.2020 - The Simplicity of the Mutual of Omaha IUL Express Product

    EQUIS ADVANCED WEBINAR

    Featuring Jeff Geske

  • 10.8.2020 - Indexed Product Sales with the Public Employee Lead Program

    EQUIS ADVANCED WEBINAR

    SVP of Advanced Markets, Pete Lee and VP of Advanced Markets, Bill Martin 2.0, are joined by special guest, Kim Rawlings!

    Kim covers the sales presentation that he uses to make sales writing Indexed Products from the Public Employee Lead Program!

  • 10.1.2020 - Featuring Andrew Pappas and Phillip Ames

    EQUIS ADVANCED WEBINAR

    SVP of Advanced Markets, Pete Lee and VP of Advanced Markets, Bill Martin 2.0 are joined by Diamond Elite Producer, Andrew Pappas, and Ignite Award Winner, Phillip Ames!

  • 9.24.2020 - IUL Comparison Studies

    EQUIS ADVANCED WEBINAR

    SVP of Advanced Markets, Pete Lee and VP of Advanced Markets, Bill Martin 2.0 compare the new Columbus Life product to other IUL products in Equis' portfolio!

  • 9.17.2020

    EQUIS ADVANCED WEBINAR

    IUL Illustrations with
    Adam Hart from Columbus Life!

  • 9.10.2020

    EQUIS ADVANCED WEBINAR

    Deep dive into specs and underwriting of an IUL product with Adam Hart and Ward Carson from Columbus Life!

  • 9.4.2020

    EQUIS ADVANCED WEBINAR

    Bill Martin 2.0 and Pete Lee welcome Adam Hart and Ward Carson from Columbus Life onto this webinar to give an overview of their company and products.

  • 8.27.2020

    EQUIS ADVANCED WEBINAR

    VP of Advanced Markets, Bill Martin 2.0 and SVP of Advanced Markets, Pete Lee, are joined by Rob Vetere to discuss how to sell annuities simply and overview Athene's "Agility 7" product.

  • 8.20.2020

    EQUIS ADVANCED WEBINAR

    How to use probing questions effectively

    Platinum Elite Producer, Scott Cooper, joins Bill Martin 2.0 and Pete Lee to discuss using probing questions effectively!

  • 8.13.2020

    EQUIS ADVANCED WEBINAR

    Annuity Presentation Using: The 3 neighborhoods of money with special guest Pete Beckman

    National Manager, Pete Beckman, joins Bill Martin 2.0 and Pete Lee for an annuity presentation using the 3 Neighborhoods of Money!

  • 8.6.2020

    EQUIS ADVANCED WEBINAR

    Annuity 101: Everything you need to know about how annuities work with Pete Lee & Bill Martin 2.0!

    This webinar covers EVERYTHING you need to know about how annuities work!

  • 7.30.2020

    EQUIS ADVANCED WEBINAR

    Bill Martin 2.0 and Pete Lee interview Johnnie Roberts! Johnnie has quietly become the #1 Indexed Annuity Producer and a top IUL Producer all while working normal Mortgage Protection leads.

    Tune in to learn just how Johnnie does it!

  • 7.23.2020

    EQUIS ADVANCED WEBINAR

    Bill Martin 2.0 discusses Indexed Universal Life Case Studies and when to use each product.

  • 7.16.2020

    EQUIS ADVANCED WEBINAR

    Learn why adding annuity business is important for the people you meet with and your business! Pete will also be sharing information on Athene's 1/2 point commission bonus special.

  • 7.9.2020

    EQUIS ADVANCED WEBINAR

    Jake Peck, Key Account Associate from NLG, joins the call to provide an overview of some new annuity additions to their product portfolio!

  • 7.2.2020

    EQUIS ADVANCED WEBINAR

    A Study in Guaranteed Lifetime Income Options.

  • 6.25.2020

    EQUIS ADVANCED WEBINAR

    All about Annuity Case Studies: When to use the different products!

  • 6.18.2020

    EQUIS ADVANCED WEBINAR

    Learn about Ameritas' IUL & Living Benefits products! Pete & 2.0 are also joined by special guest, Regional VP, Diego Coig.

  • 6.11.2020

    EQUIS ADVANCED WEBINAR

    Pete & 2.0 discuss high powered mortgage protection producers that sell indexed products! They are joined by special guests: Diamond Elite Producer & Regional Manager, Dan McRae and Diamond Elite Producer, Andrew Pappas.

  • 6.4.2020

    EQUIS ADVANCED WEBINAR

    Learn how to get your annuity premiums transferred faster so that you can get paid faster! Pete & Bill Martin 2.0 will also be joined by special guest, Regional Manager and Diamond Elite Producer, Lori Martin!

  • 5.28.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 are joined by special guest Danny Favreau. Question of the hour is how Danny managed to write $32,000 in indexed product sales in a single week!

  • 5.21.2020

    EQUIS ADVANCED WEBINAR

    Hear from special guests from NLG, Jake Peck & Mike Beaulieau to discuss their new e-delivery of policy documents, and also to provide an update on all of the latest news at NLG!

  • 5.14.2020

    EQUIS ADVANCED WEBINAR

    Bill Martin 2.0 role-plays his annuity presentation that he uses when he meets with clients, from start to finish!

  • 5.7.2020

    EQUIS ADVANCED WEBINAR

    Athene's VP of Relationship Management, Jerry Larkin, joins for an Athene annuity product overview!

  • 5.1.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 are joined by special guests, Mike Treece & RJ Maki to discuss getting comfortable with writing indexed products!

  • 4.23.2020

    EQUIS ADVANCED WEBINAR

    Tune in with Pete Lee, and Bill Martin 2.0 as they are joined by special guests, Nathan Herrick & Patrick DiLorenzo to discuss how to prospect for indexed business!

  • 4.16.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 discuss how to market and sell Indexed Products... without leads!

  • 4.10.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 4.9.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 4.9.2020

    EQUIS ADVANCED WEBINAR

    Tune in with Pete Lee & Bill Martin 2.0 as they discuss suitability! It's easier to get paid more quickly when you know exactly what it is the insurance carriers are looking for! Also, the winners of the IPAD GIVEAWAY are announced on this call!

  • 4.8.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 4.7.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 4.6.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 4.3.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 4.2.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 4.2.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee & Bill Martin 2.0 demonstrate electronic applications, a very important skill to have as the industry shifts to video-conferencing appointments!

  • 4.1.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 3.31.2020 Mini Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 3.30.2020 Mini-Series

    EQUIS ADVANCED WEBINAR, BOOTCAMP MINI-SERIES

    2 weeks of daily 30-minute webinars designed to help you brush up on your Advanced Market skills!

  • 3.26.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 demonstrate our Term Conversion Sales Process, and discuss which products are convertible to IUL!

  • 3.19.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 interview Emmanuel Eliason & Ron Occeus, 2 agents who have made profound strides with indexed products during these volatile times!

  • 3.12.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 discuss what specifically to say and do to find interested clients at times like this when everyone is scared of the market!

  • 3.5.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 discuss how to make the most of a volatile market by utilizing the power of Indexed Products!

  • 2.27.2020

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 are joined by Joshua Moorehouse from Mutual of Omaha to discuss their new product, IUL Express!

  • 2.20.2020 - Fundamentals of IUL Design Part 2

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 tackle Part 2 of the Fundamentals of IUL Design!

  • 2.13.2020 - Fundamentals of IUL Design Part 1

    EQUIS ADVANCED WEBINAR

    Part 1 of the Fundamentals of IUL Design!

  • 2.6.2020 - Fundamentals of IULs & Indexed Annuities Part 2

    EQUIS ADVANCED WEBINAR

    Pete Lee and Bill Martin 2.0 continue their series with Part 2 of the Fundamentals of IUL and Index Annuities training.

  • 1.30.2020 - Fundamentals of IUL and Index Annuities Part 1

    EQUIS ADVANCED WEBINAR

    Fundamentals of IUL and Index Annuities - Part 1 with Pete Lee

  • 1.23.2020

    EQUIS ADVANCED WEBINAR

    2.0 & Pete Lee discuss how to run illustrations for F&G, NLG, & Ameritas

  • 7.12.19 - Featuring Special Guests NLG's Desiree Day

    EQUIS ADVANCED WEBINAR

  • 6.28.19 - Advanced Market Training

    EQUIS ADVANCED WEBINAR

  • 6.27.19 - Pete Lee Interviews Regional Manager Lori Martin

    EQUIS ADVANCED WEBINAR

  • 3.14.19 - How to Sell IUL After the Mortgage Protection Sale

    EQUIS ADVANCED WEBINAR

  • 1.31.19 - F&G Life - Indexed Annuity Portfolio

    EQUIS ADVANCED WEBINAR

  • 1.10.19 - F&G Life - Software Demonstration

    EQUIS ADVANCED WEBINAR

  • 1.3.19 - F&G Life - Story and Product Portfolio

    EQUIS ADVANCED WEBINAR

  • 12.20.18 - EZ Underwriting with Bill Martin 2.0 and National Life Group

    EQUIS ADVANCED WEBINAR

  • 12.13.18 - How to Use IUL to Create Tax-Free Income Solutions

    EQUIS ADVANCED WEBINAR

  • 11.29.18 - Permanent Insurance Basics

    EQUIS ADVANCED WEBINAR

  • 11.15.18 - The Power of Guaranteed Lifetime Income

    EQUIS ADVANCED WEBINAR

  • 11.1.18 - IUL as a College Funding Vehicle

    EQUIS ADVANCED WEBINAR

  • 10.25.18 - Why Indexing is so Critical in Today's Environment

    EQUIS ADVANCED WEBINAR

  • 10.11.18 - How to Sell IULs

    EQUIS ADVANCED WEBINAR

  • 9.27.18 - How to Get Tax-Free Income from IULs

    EQUIS ADVANCED WEBINAR

  • 9.13.18 - IUL Case Study - Illustrations

    EQUIS ADVANCED WEBINAR

  • 8.16.18 - The National Life FIT Annuity Lineup

    EQUIS ADVANCED WEBINAR

  • 8.9.18 - Introduction to IULs

    EQUIS ADVANCED WEBINAR

  • 7.5.18 - Debuting Athene Agility10

    EQUIS ADVANCED WEBINAR

  • 6.14.18 - Guaranteed Lifetime Income Riders

    EQUIS ADVANCED WEBINAR

  • 6.7.18 - Turning Customers Into Clients with IULs & Indexed Annuities

    EQUIS ADVANCED WEBINAR

  • 5.30.18 - Bill Martin 2.0 Interviews Robert Balgac

    EQUIS ADVANCED WEBINAR

  • 5.17.18 - In-Depth IUL Illustrations (Ameritas, NLG)

    EQUIS ADVANCED WEBINAR

  • 5.10.18 - National Life Group Overview

    EQUIS ADVANCED WEBINAR

  • 5.3.18 - Annuities 101

    EQUIS ADVANCED WEBINAR

  • 4.26.18 - The Life Event Story - Living Benefits in Action

    EQUIS ADVANCED WEBINAR

  • 4.19.18 - Living Benefits and Non-Lead Marketing

    EQUIS ADVANCED WEBINAR

  • 4.12.18 - IUL & Indexed Annuity Illustrations

    EQUIS ADVANCED WEBINAR

  • 3.29.18 - NLG SIUL Training

    EQUIS ADVANCED WEBINAR

  • 3.20.18 - Term Conversion Sales Process

    EQUIS ADVANCED WEBINAR

  • 3.8.18 - Understanding Interest Crediting Strategies for IULs & Indexed Annuities

    EQUIS ADVANCED WEBINAR

  • 3.1.18 - In-Depth IUL Illustrations

    EQUIS ADVANCED WEBINAR

  • 2.15.18 - Sell More IUL with the Tax-Free Retirement Presentation

    EQUIS ADVANCED WEBINAR

  • 2.8.18 - How to Sell Indexed Annuities in a Volatile Market

    EQUIS ADVANCED WEBINAR

  • 1.16.18 - Living Benefits & NLG Flexlife II with Jessica Myers & Pete Lee

    EQUIS ADVANCED WEBINAR

  • 1.11.18 - Living Benefits & IUL, A Powerful Combination

    EQUIS ADVANCED WEBINAR

  • 12.21.17 - NLG Flexlife II IUL with Living Benefits & Easy Underwriting ft. Jake Peck & Pete Lee

    EQUIS ADVANCED WEBINAR

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