Agent Portal Join Me Recordings

Instant Meeting 2024-04-12
Scott Stephenson & Colton Kruger, from Allianz, discuss Allianz’s new Advantage Plus & Roth Conversions

Instant Meeting 2024-03-15
Angela Jacobson and Lincoln’s Matt Wunderlich

Instant Meeting 2024-03-08
Open Forum

Instant Meeting 2024-03-01
James Blumetti discusses Aetna & other med supp carriers

Instant Meeting 2024-02-23
2023 Yearly Review & Other Updates

Instant Meeting 2024-02-16
Open Forum

Instant Meeting 2024-02-09
Aaron Barriage, from American Equity, discusses the 5 traits of top financial professionals

Instant Meeting 2024-02-02
Annuities

Instant Meeting 2024-01-26
James Blumetti discusses Medicare Advantage

Instant Meeting 2024-01-19
Open Forum

Instant Meeting 2024-01-12
Open Forum

Instant Meeting 2024-01-05
Discussion on how to introduce annuities with clients with Angela Jacobson

Instant Meeting 2023-12-22
Agency Goals

Instant Meeting 2023-11-17
Open Forum

Instant Meeting 2023-11-10
Angela Jacobson and Matt Palm & Dave Collins with Global Atlantic

Instant Meeting 2023-10-20
Medicare Open Forum

Instant Meeting 2023-10-13
Craig Geiger and David Wood, from Lincoln, discuss Rother Conversion Strategies & also Minneapolis Takeaways

Instant Meeting 2023-10-06
James Blumetti discusses Drug Plans

Instant Meeting 2023-09-15
Joel & Judah Sworney’s Annuity/AUM Seminar Presentation

Instant Meeting 2023-09-08
Angela Jacobson & Joel Sworney

Instant Meeting 2023-09-01
Sunfire Quoting tool training for Med Adv with Christine Clark
Part 1
Part 2

Instant Meeting 2023-08-25
Comparing Annuity Income Products

Instant Meeting 2023-08-18
Angela Jacobson

Instant Meeting 2023-08-11
Client Stream & Navigating Medicare

Instant Meeting 2023-08-04
James Blumetti – Med Adv
PART 1
PART 2

Instant Meeting 2023-07-28
Medicare Adv vs Supplement

Instant Meeting 2023-07-21
Angela Jacobson discusses the new Internal Rate of Return Calculator

Instant Meeting 2023-07-14
Making Plans for Medicare Open Enrollment

Instant Meeting 2023-07-07
Jake Lovell, with Nationwide, discusses the newly released Shared CareMatters Plan

Instant Meeting 2023-06-23
James Blumetti discusses Medicare Changes and AHIP

Instant Meeting 2023-06-16
Open Discussion / Sept Agency Meeting Discussion

Instant Meeting 2023-06-02
Angela Jacobson

Instant Meeting 2023-05-26
Tom Morrell & James Blumetti, from First Jersey Insurance, discuss cancer policies https://recordings.join.me/GqHH4_5bnkGaveiMouyOnA

Instant Meeting 2023-05-19
Max Waletich, from Allianz, discusses why an indexed annuity could possibly be better long term than a MYGA

Instant Meeting 2023-05-12
Max Waletich, from Allianz, discusses Roth Conversions & Accumulation Strategies https://recordings.join.me/c3FV2p1Zf0md2oNx5oeuUA

Instant Meeting 2023-05-05
George Ibanez, from SMS, discusses Selling & Marketing Medicare

Instant Meeting 2023-04-28
James Blumetti

Instant Meeting 2023-04-21
Open Forum

Instant Meeting 2023-04-14
Angela Jacobson discusses evaluating income annuity options & compares Short Term accumulation products

Instant Meeting 2023-03-27
James Blumetti, with First Jersey, discusses the state of Med Supp

Instant Meeting 2023-03-06
Med Supp Update & Personalizing the Solution or Product – Part 1
Med Supp Update & Personalizing the Solution or Product – Part 2

Instant Meeting 2023-02-27
‘Painting Pictures’ discussion with Angela Jacobson

Instant Meeting 2023-02-24
Colton Kruger, from Allianz, & Angela Jacobson

Instant Meeting 2023-02-13
Angela Jacobson & Alan Roman discuss social security strategies

Instant Meeting 2023-01-23
Ray Mohan discusses Income Planning & Accelerated UW Terms

Instant Meeting 2023-01-16
2022 Review & Looking Towards 2023

Instant Meeting 2022-12-16
Angela Jacobson

Instant Meeting 2022-11-11
Angela Jacobson and Austin Eller discuss North American products

Instant Meeting 2022-10-14
First Week Reaction to Open Enrollment

Instant Meeting 2022-10-07
Angela Jacobson

Instant Meeting 2022-09-30
Medicare Advantage & Open Forum

Instant Meeting 2022-09-23
Open Forum

Instant Meeting 2022-09-16
Medicare and What’s Your Plan for AEP

Instant Meeting 2022-09-09
Angela Jacobson discusses the Annexus suite of products

Instant Meeting 2022-08-19
Angela Jacobson discusses NA study on most successful FPs and Annuity talk

Instant Meeting 2022-08-12
Beth Ludden discusses the GNW Haney Lawsuit

Instant Meeting 2022-07-29
Q&A with James Blumetti on Medicare Advantage

Instant Meeting 2022-07-22
Open Forum

Instant Meeting 2022-07-15
Angela Jacobson and Charles Samuel from AIG

Instant Meeting 2022-07-08
Open Forum

Instant Meeting 2022-07-01
Submitting GNW claim forms & Open Forum

Instant Meeting 2022-06-24
Comparing Asset Based Products vs. NGL’s Single Pay

Instant Meeting 2022-06-17
Annuity Info with Angela Jacobson & GNW Claim Info

Instant Meeting 2022-06-03
Open Forum

Instant Meeting 2022-05-27
Mark Buehner, Sales VP at Lincoln MoneyGuard, discusses MoneyGuard’s Fixed Advantage Launch

Instant Meeting 2022-04-29
John Coleman discusses how he markets Medicare

Instant Meeting 2022-04-22
Lawrence Vivenzio discusses National Guardian Life’s LTC product

Instant Meeting 2022-04-08
Angela Jacobson and Craig Geiger, from Lincoln Financial, discuss Lincoln strategies and how an annuity could be a good bond alternative

Instant Meeting 2022-04-01
Call #3 – Medicare Advantage Training with James Blumetti and Christine Clark

Instant Meeing 2022-03-25
Life Insurance with LTC Riders with Ray Mohan

Instant Meeting 2022-03-18
Call #2:  Medicare Advantage Training with James Blumetti from First Jersey

Instand Meeting 2022-03-11
Angela Jacobson discusses products ideal for Inherited IRA Money

Instant Meeting 2022-03-04
Melanie Hertz discusses Thrivent LTC

Instant Meeting 2022-02-25
Open Forum

Instant Meeting 2022-02-18
Medicare Advantage Training with James Blumetti from First Jersey Insurance – PART 1
Medicare Advantage Training with James Blumetti from First Jersey Insurance – PART 2

Instant Meeting 2022-02-11
Open Forum

Instant Meeting 2022-02-04
Angela Jacobson and Geoff Michel discuss What’s New with DOL?  What You Need to Know.”

Instant Meeting 2022-01-28
Ron Grundhauser, from National Western

Instant Meeting 2022-01-21
Mid-South Yesterday Today and Tomorrow

Instant Meeting 2022-01-14
Angela Jacobson discusses IRA’s, Annuities, and 2022 Goals

Instant Meeting 2022-01-07
Lucy Goodpaster discusses setting goals, getting in front of clients, the Mid-South website, and much more!

Instant Meeting 2021-12-03
Leah Morgan & George Pelekanos discuss Aetna’s New Dental Product

Instant Meeting 2021-11-12
Medicare Successes Halfway Thru Open Enrollment

Instant Meeting 2021-11-05
Angela Jacobson and Karen Rath discussing new business annuities

Instant Meeting 2021-10-29
Mike Sweazey’s SecureCare follow-up from our agency meeting

Instant Meeting 2021-10-22
Ray Mohan discussing Inherited IRA’s & Roth Conversions

Instant Meeting 2021-10-15
Agency Meeting Take-Aways

Instant Meeting 2021-09-17
Alan Roman, from TruChoice, discusses Inherited Annuities and Other Funds

Instant Meeting 2021-09-03
Open Forum

Instant Meeting 2021-08-27
Ray Mohan discusses how to promote Sept being Life Insurance Awareness Month

Instant Meeting 2021-08-20
Open Forum

Instant Meeting 2021-08-13
American Equity’s Matt Johnson & Tom Hamilton discuss AE’s new Estate Shield product

Instant Meeting 2021-08-06
Open Forum

Instant Meeting 2021-07-23
Getting Prepared for Medicare Season

Instant Meeting 2021-07-16
Open Forum

Instant Meeting 2021-07-09
Angela Jacobson discusses the Athene Agility Product

Instant Meeting 2021-07-02
Discussion Around the New SPO with GNW and Open Forum

Instant Meeting 2021-06-25
Ray Mohan discusses Taxes in Retirement

Instant Meeting 2021-06-18
Open Forum

Instant Meeting 2021-06-11
Angela Jacobson, from TruChoice Financial

Instant Meeting 2021-06-04
Paul Ericson, Scott Root & Steve Patton with Aetna 

Instant Meeting 2021-05-21
Bundling Medicare with Ancillary Products
Part 1 Recording — (Steve VanGilder explaining GNW Annuity Issue)
Part 2 Recording

Instant Meeting 2021-05-14
Angela Jacobson & Alan Roman discuss Social Security

Instant Meeting 2021-04-23
Ray Mohan discusses F&G ExecuDex Fixed Indexed Universal Life

Instant Meeting 2021-04-16
How to Introduce Annuities into the Client Review

Instant Meeting 2021-04-09
Securian Financial’s Matt Redenius & Jack Delsing discuss SecureLink Chronic Illness

Instant Meeting 2021-03-19
Jon Randall, with GoldenCare, discusses Mutual of Omaha LTCi

Instant Meeting 2021-03-12
Open Forum

Instant Meeting 2021-03-05
TruChoice’s Angela Jacobson with special guest, Alan Roman

Instant Meeting 2021-02-26
Open Forum

Instant Meeting 2021-02-19
LTC & Tax Deductibility for Businesses

Instant Meeting 2021-02-12
Angela Jacobson, with TruChoice Financial, discusses Retirement Roadblocks and TruChoice’s Website

Instant Meeting 2021-02-05
Open Forum

Instant Meeting 2021-01-29
2020 Review & How to Submit Electronic Annuity Apps

Instant Meeting 2021-01-22
Ray Mohan, with TruChoice Financial, discusses “Why talk about life insurance?”

Instant Meeting 2021-01-15
Beth Ludden, from GNW, discusses GNW’s lawsuit and the China Deal

Instant Meeting 2021-01-08
Angela Jacobson, with TruChoice discusses Global Atlantic’s 4 products:  Income 150, Choice Income, Choice Accumulation, and ForeCare

Instant Meeting 2020-12-18
Goal Time for 2021!!

Instant Meeting 2020-12-11
TruChoice – Angela Jacobson & Ray Mohan

Instant Meeting 2020-11-20
Open Forum

Instant Meeting 2020-11-13
Open Forum

Instant Meeting 2020-11-06
Integrated Senior Marketing

Instant Meeting 2020-10-09
Open Forum

Instant Meeting 2020-10-02
Chad Thomas discusses Genworth Claims

Instant Meeting 2020-09-25
Christine Clark introduces First Jersey’s new quoting tool, SunFire

Instant Meeting 2020-09-18
Kevin Riley with One America

Instant Meeting 2020-09-11
Jon Randall with GoldenCare discusses MOO LTC 

Instant Meeting 2020-08-21
Open Forum

Instant Meeting 2020-08-14
TruChoice Financial

Instant Meeting 2020-08-07
How Can We Prospect for Traditional LTCi Clients?

Instant Meeting 2020-07-24
Matt McCormack discusses Brighthouse SmartCare

Instant Meeting 2020-07-17
Cynthia Lidgett discussing Selling LTC

Instant Meeting 2020-07-10
Life Insurance with a Chronic or LTC Rider

Instant Meeting 2020-06-26
Life Insurance

Instant Meeting 2020-06-19
TruChoice Financial

Instant Meeting 2020-06-12
Open Forum

Instant Meeting 2020-06-05
Jack Broughton discusses Standard Life’s Product, Guardian Care Plus HHC

Instant Meeting 2020-05-29
Jake Lovell, with Nationwide, on CareMatters ll

Instant Meeting 2020-05-22
Open Forum

Instant Meeting 2020-05-08
Rick Huemmer’s Aetna discussing Aetna’s Dental, Vision, & Hearing

Instant Meeting 2020-05-01
Life Insurance

Instant Meeting 2020-04-17
Mike Bergman & Ray Mohan with TruChoice Financial

Instant Meeting 2020-04-03
Jamie Sarno, with Aetna, will be discussing Aetna’s Home Care Plus

Instant Meeting 2020-03-27
Open Forum / COVID 19 & Short Term

Instant Meeting 2020-03-20
Selling During a Pandemic

Instant Meeting 2020-03-13
Life Insurance with Ray Mohan – Secure Act

Instant Meeting 2020-03-06
Term Life Insurance

Instant Meeting 2020-02-28
Open Forum – Thrivent

Instant Meeting 2020-02-21
Open Forum

Instant Meeting 2020-02-14
Selling/Prospecting Annuities

Instant Meeting 2020-02-07
Annuity Income Rider

Instant Meeting 2020-01-31
Trevor Startt, with TruChoice Financial, discussing Fixed Index Annuities

Instant Meeting 2020-01-24
Joe Pulitano with LTC Global

Instant Meeting 2020-01-17
Week 2 Annuities:  Fixed Annuities

Instant Meeting 2020-01-10
Mid-South Agency Goals & Week1:  Annuity Basics

Instant Meeting 2019-12-13
GamePlan’s Ray Mohan will be joining us as well as a new Rep from North America

Instant Meeting 2019-12-06
Matt McCormack with Brighthouse Financial

Instant Meeting 2019-11-22
Open Forum

Instant Meeting 2019-11-15
Medicare Success Stories from the Field

Instant Meeting 2019-11-08
GamePlan

Instant Meeting 2019-11-01
Tax Benefits of LTC Businesses

Instant Meeting 2019-10-25
Open Forum

Instant Meeting 2019-10-11
Open Forum

Instant Meeting 2019-10-08
Agent Call with First Jersey’s James Blumetti on Med Adv

Instant Meeting 2019-10-04
Jake Lovell with Nationwide

Instant Meeting 2019-09-27
Open Forum

Instant Meeting 2019-09-20
GamePlan

Instant Meeting 2019-09-13
Medicare Season – How are you going to be marketing Medicare products over the next few months?

Instant Meeting 2019-09-06
Medicare Season – How are you going to be marketing Medicare products over the next few months?

Instant Meeting 2019-08-30
Digging Into the Tool Box – Medicare Supplement

Instant Meeting 2019-08-23
What Do We Have In Our Tool Box?

Instant Meeting 2019-08-16
Transition into Annuity Conversation

Instant Meeting 2019-08-09
GamePlan

Instant Meeting 2019-08-02
Zack DerryBerry discussing Brighthouse SmartCare

Instant Meeting 2019-07-26
Open Forum

Instant Meeting 2019-07-19
Case Study & Annuity Thoughts

Instant Meeting 2019-07-12
GamePlan – Prudential

Instant Meeting 2019-06-28
Open Forum

Instant Meeting 2019-06-21
Keith Bercun discussing One America’s marketing material and website

Instant Meeting 2019-06-14
James Blumetti with First Jersey, discussing Aetna

Instant Meeting 2019-06-07
Keith Bercun with One America

Instant Meeting 2019-05-31
GNW Survivorship & Open Forum

Instant Meeting 2019-05-24
Open Forum

Instant Meeting 2019-05-17
Jake Lovell with Nationwide discussing CareMatters II

Instant Meeting 2019-05-10
Mike Bergman with GamePlan

Instant Meeting 2019-05-03
Open Forum

Instant Meeting 2019-04-26
Rick Huemmer – Aetna’s Cancer, New Plan F, Home Care Plus, & Recovery Care

Instant Meeting 2019-04-12
Nikki Workman – SMS’s Lead Advantage Program

Instant Meeting 2019-03-29
Georgia Rasmussen on selling One America

Instant Meeting 2019-03-22
Medicare & Open Forum

Instant Meeting 2019-03-15
Aetna’s Recovery Care

Instant Meeting 2019-03-08
Hope vs Certainty – GamePlan & GNW News

Instant Meeting 2019-03-01
Agency Meeting Takeaways/Open Forum

Instant Meeting 2019-02-22
GNW’s Tina Thompson discusses Growing Your Business Campaign

Instant Meeting 2019-02-15
GamePlan

Instant Meeting 2019-02-08
GNW’s Beth Ludden discuss GNW’s Rate Increases

Instant Meeting 2019-02-01
Client Reviews/Open Forum

Instant Meeting 2019-01-25
Client Reviews

Instant Meeting 2019-01-18
Case Study

Instant Meeting 2019-01-11
GamePlan

Instant Meeting 2019-01-04
Client Reviews

Instant Meeting 2018-12-21
Scott Root discusses Aetna’s Dental, Vision, & Hearing Plans

Instant Meeting 2018-12-14
The How Behind Your Business Goals in 2019

Instant Meeting 2018-11-30
Jen Wagoner with One America – OneSource Online, Marketing Toolbox, & Benefit Calculator

Instant Meeting 2018-11-16
Roger Cantu with One America – Asset Care 1

Instant Meeting 2018-10-19
Open Forum

Instant Meeting 2018-10-12
GamePlan

Instant Meeting 2018-10-05
Takeaways from the Agency Meeting & Medicare Basics

Instant Meeting 2018-09-21
Med Supp Refresher

Instant Meeting 2018-09-14
GamePlan

Instant Meeting 2018-09-07
Painting Pictures

Instant Meeting 2018-08-31
Genworth’s LTCfastpay

Instant Meeting 2018-08-17
LTC & Hybrid Refresher

Instant Meeting 2018-08-10
GamePlan

Instant Meeting 2018-08-03
Open Forum

Instant Meeting 2018-07-27
Nationwide with Jake Lovell

Instant Meeting 2018-07-13
GamePlan

Instant Meeting 2018-06-29
What are you struggling with in your day to day business?

Instant Meeting 2018-06-22
Spit Fire Calling System

Instant Meeting 2018-06-15
GamePlan – Covering the New Athene Agility Annuity

Instant Meeting 2018-06-08
Running Illustrations for CareMatters & SecureCare

Instant Meeting 2018-06-01
Open Forum

Instant Meeting 2018-05-18
GoldenCare with Tom Randall – Critical Cash & GTL Home Care

Instant Meeting 2018-05-11
GamePlan

Instant Meeting 2018-04-27
Open Forum

Instant Meeting 2018-04-20
GamePlan

Instant Meeting 2018-04-13
Open Forum

Instant Meeting 2018-04-06
Open Forum

Instant Meeting 2018-03-23
Open Forum

Instant Meeting 2018-03-16
Meet Jim Dupire with One America & Discuss Asset Care I & IV

Instant Meeting 2018-03-09
GamePlan

Instant Meeting 2018-03-02
Follow Up to Hybrid Products & Open Forum

Instant Meeting 2018-02-23
Comparing Different Hybrid Products

Instant Meeting 2018-02-16
Open Forum

Instant Meeting 2018-02-09
GamePlan

Instant Meeting 2018-02-02
Nuggets from the Charleston Agency Meeting

Instant Meeting 2018-01-26
Overcoming the Self-Insuring Objection & Annuity Q&A

Instant Meeting 2018-01-19
Genworth

Instant Meeting 2018-01-12
GamePlan Financial

Instant Meeting 2018-01-05
Open Forum

Instant Meeting 2017-12-15
Open Forum / Ameritas & GMP Dental

Instant Meeting 2017-12-08
Mike Sweazey with GamePlan Financial

Instant Meeting 2017-12-01
Dental & Vision for Amerita, GPM, & MOO with Nikki Workman, SMS

Instant Meeting 2017-11-17
Introducing NEW Hybrid/Linked LTC Product

Instant Meeting 2017-11-10
Buy-Sell Agreements with GamePlan

Instant Meeting 2017-11-03
Open Forum

Instant Meeting 2017-10-27
Open Forum

Instant Meeting 2017-10-20
Still Being a LTC Specialist & Med Supp Updates

Instant Meeting 2017-10-13
GamePlan

Instant Meeting 2017-10-06
Jake Lovell discusses Nationwide’s CareMatters & Protector IUL

Instant Meeting 2017-09-29
Layering Traditional with SP LTC Coverage

Instant Meeting 2017-09-15
Open Forum & MOO Postcards

Instant Meeting 2017-09-08
GamePlan’s Mike Sweazey discusses Simplified UW SP Life Ins

Instant Meeting 2017-09-01
Getting Ready for Open Season on Medicare

Instant Meeting 2017-08-25
GNW’s Joe Miller discusses Updates on GNW’s Inflation Changes for Inforce Policies

Instant Meeting 2017-08-11
GamePlan’s Garrett Cundiff discusses Annuity Sales Ideas

Instant Meeting 2017-07-28
Kemper’s Short Term Product & Open Forum

Instant Meeting 2017-07-21
Idea Sharing on Finding Other Opportunities

Instant Meeting 2017-07-14
GamePlan’s New Life Ins. & Annuity Product

Instant Meeting 2017-07-07
Open Forum & Solving the Medicare Puzzle

Instant Meeting 2017-06-30
Jonathan Barnes discusses GNW’s Income SPIA for LTC

Instant Meeting 2017-06-23
Deborah Skiff discusses Mass Emailing Campaign & Acurity Scheduling

Instant Meeting 2017-06-09
GamePlan’s Garrett Cundiff & Brian Owens — DOL & Annuity Sales Ideas

Instant Meeting 2017-05-26
Greg Perrella with Nationwide – New Sales Concept for CareMatters

Instant Meeting 2017-05-19
Client Review Refresher & Simplifying a Fact Finder

Instant Meeting 2017-05-12
Maximizing Retirement Income with GamePlan’s Mike Sweazey

Instant Meeting 2017-05-05
Situational Selling

Instant Meeting 2017-04-28
MSFG Website & Open Forum – Takeaways from the Atlanta Meeting

Instant Meeting 2017-04-21
Sharing Webinar Selling Tips

Instant Meeting 2017-04-07
Keeping Annuities Simple

Instant Meeting 2017-03-31
Kemper Senior Solutions HHC with Jack Broughton

Instant Meeting 2017-03-24
Nationwide with Jacob Lovell & Greg Perrella

Instant Meeting 2017-03-17
Open Forum

Instant Meeting 2017-03-10
GamePlan Financial with Mike Sweazey

Instant Meeting 2017-03-03
Global Lead Training with Sandy Newman

Instant Meeting 2017-02-24
Open Forum – Never Money

Instant Meeting 2017-02-17
Open Forum & Discussing Life Insurance Transition

Instant Meeting 2017-02-10
Jamie Sarno with Aetna – Home Care Plus, & More!

Instant Meeting 2017-02-03
Gary Long with Athene – Fixed & Indexed Annuities

Instant Meeting 2017-01-27
Back to Basics Cont’d & Open Forum

Instant Meeting 2017-01-20
Genworth Rate Increases & Multiple Topics

Instant Meeting 2017-01-06
LTC / Client Reviews – Back to the Basics Cont’d

Instant Meeting 2016-12-30
Open Forum & Back to LTC Basics Cont’d

Instant Meeting 2016-12-16
Gary Proco with North American & Never Money

Instant Meeting 2016-12-09
Transamerica Product Training

Instant Meeting 2016-12-06
Minnesota Life Training Call – Care Shield Product & New Critical Care Rider

Instant Meeting 2016-12-02
LTC Basics

Instant Meeting 2016-11-18
The State of LTC & Annuity Opportunities with Dick Sage

Instant Meeting 2016-10-30
Med Supps with Gayle Doughton, Jack McNeil, and Loretta Hartzell

Instant Meeting 2016-10-21

Instant Meeting 2016-10-14
Mutual of Omaha with Tom Randall

Instant Meeting 2016-09-30
Open Forum

Instant Meeting 2016-09-23
Aetna’s Recovery Care with Jamie Sarno

Instant Meeting 2016-09-16
Medicare and Medicare Supplements with Nikki Workman at Senior Market Sales

Instant Meeting 2016-09-09
Getting Ready for Medicare Supplement Season

Instant Meeting 2016-09-02
Lead RM Training with Sandy Newman from LTC Global – Dispositioning Leads & More

Instant Meeting 2016-08-26
Phone Tips from the Top with Steve Van Gilder & Scott Wilson

Instant Meeting 2016-08-19
Q&A

Instant Meeting 2016-08-12
Annuities – The Newest & The New

Instant Meeting 2016-08-05
Traditional LTC vs. One America’s Asset Care IV

Instant Meeting 2016-07-29
Layering Products

Instant Meeting 2016-07-22
Open Forum with Steve Baer

Instant Meeting 2016-07-15
Setting Appointments with Sigma Leads & Intro to National Guardian

Instant Meeting 2016-07-08
Protective Life with Dan Tucker

Instant Meeting 2016-07-01
Remote Selling with Joel Sworney

Instant Meeting 2016-06-24
Genworth Element & Aetna Recovery Care

Instant Meeting 2016-06-17
One America Case Study

Instant Meeting 2016-06-10
One America

Instant Meeting 2016-05-27

Instant Meeting 2016-05-20
Using 1035 Exchanges to Fund Hybrid Products

Instant Meeting 2016-05-13
LTC Appointment Selling / Calling Leads

Instant Meeting 2016-05-09
One America

Instant Meeting 2016-05-06
Takeaways from the Agency Meeting

Instant Meeting 2016-04-22
LifeSecure with Bernie Barrie

Instant Meeting 2016-04-15
Open Forum

Instant Meeting 2016-04-01
Lincoln Financial / MoneyGuard

Instant Meeting 2016-03-28
Deborah Skiff with LTC Global

Instant Meeting 2016-03-21
Mutual of Omaha with Tom Randall at GoldenCare

Instant Meeting 2016-03-11
Open Forum with Dick Sage

Instant Meeting 2016-03-04
John Hancock

Instant Meeting 2016-02-29
Nationwide

Instant Meeting 2016-02-26

Instant Meeting 2016-02-12
Current Genworth Situation

Instant Meeting 2016-01-29
Annuity Product Basics with Dick Sage

Instant Meeting 2016-01-22

Instant Meeting 2016-01-20
2015 Final Numbers & Top Producers!!

Instant Meeting 2016-01-15
Case Study

Instant Meeting 2016-01-08
Client Reviews

Instant Meeting 2016-01-04