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2012 Idea Forum – Core Carrier Fast and Furious Sales Ideas
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Wellness Rider 3m 26s

Jim Andrepont, Aviva

 
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IUL Sales Idea 5m 08s

Mark Teitelbaum, AXA

 
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IUL-GDB 5m 17s

Jennifer Dorfmeister, ING

 
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Temporary Insurance Agreement 5m 03s

Matt Gibson, John Hancock

 
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Cash Value Life Insurance 5m 10s

Jordan Teel, MetLife

 
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Extended Death Benefit Guarantee Rider 4m 22s

Rick Sanderson, Nationwide

 
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Asset Based Long Term Care Product 5m 08s

Jane Forbes, Pacific Life

 

2012 Idea Forum – Member Firm Fast and Furious Sales Ideas
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Free Research Projects 1m 38s

Aviva Sapers, Aviva

 
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Refinance Your Clients Debt 1m 27s

Barry Hyman, Veracor , AXA

 
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Gaining Favorable Introductions 2m 10s

Ben Kronish, Kronish Associates

 
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Insurance in a Trust 1m 43s

Bill Kalmer, William J. Kalmer

 
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Breaking Down a Large Insurance Sale 1m 19s

Bob Bush, Atlantic Pension Planning

 
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Staff Incentives 1m 33s

Bobby Trotenberg, ArborHSA

 
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Skip Design 59s

Brady Knight, Knight Planning

 
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Old Split Dollar Replacement 59s

Don Payne, Harris Crouch Long Scott & Miller

 
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Second Grade Math 43s

George Alexander, Archambault & Alexander

 
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Term Conversions 1m 49s

Howard Silverman, ArborHSA

 
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Developing Culture 35s

Howard Cohen Waldman Bothers

 
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ROI 1m 43s

Dick Flah, Flah & Company

 
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6.5 Percent IRR at Life Expectancy 2m 07s

Howard Sharfman,Schwartz Benefit Services, Inc.

 
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Using the $5 Million Dollar Exemption 1m 51s

John Dovich, John D. Dovich & Associates

 
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Using Social Media 1m 02s

John Irvin,PartnersFinancial

 
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It’s Not Your Premium 1m 16s

Larry Ganim,The Ganim Group, Inc 

 
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Four Bullets on Converting 51s

Mark Gold, The Gold Group, LLC

 
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Insurance Psychology 2m 01s

Matt Jones, Legacy Capital Group

 
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Buy More Years 1m 31s

Ron Perilstein, The Arjay Group

 
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Selling a Bond Portfolio 1m

Todd Healy, Healy Partners

 

May 2012
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Property and Casualty 16m14s

LeighAnn Sargent, NFP P&C
Jim Hebets,
The Hebets Company

NFP PC AZ Location List  NFP PC CA Location List  NFP PC NY Location List
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Disability Insurance 17m 58s

Stuart Youngentob, Arkin Youngentob Associates
Claude Gibson, ProFinancial
Keith Hoffman,
NFP Disability

iPad Rental Company
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Projected Inheritance Financial Underwriting Program 13m 17s

Toni King,
Chief Underwriter and Large Case Manager, AXA
Mark Teitelbaum,
VP of Advanced Markets, AXA


AXA Projected Inheritance

Q4 2011
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"100 for 100" — Selling Term Insurance Products in Your Local Market 11m 21s Brady Knight
100 for 100” Program Case Study   Survivorship Universal Life Case Study
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Selling Long-term Care Insurance to High Net Worth Individuals 13m 28s Robert Trotenberg
Bobby Trotenberg’s 2011 Fall Conference Presentation, “The Approach Interview”

Q2 2011
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How Members Are Using iPads and MacBooks to Grow Business 19m 27s Sekhar Vemparala, Chris Cochran and Neil Towler
iPad Rental Company

Q1 2011
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Full Program (download all tracks at once) 1h 1m 41s


 
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Welcome and Introduction 10m 37s Mike James  
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Partners Advisory Board 9m 40s Jim Monteverde
This is a classic not to be missed: Jim Monteverde’s great sales finishes
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Advanced Sales Resources 10m 24s Bryan Schick
Get the latest tax reform updates and client brochures
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Product Review 12m 11s Celeste Moya
Product resources, benchmarks and articles
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Underwriting Advocacy 18m 49s Jane Hall,
Roy Davis
Underwriting resources, tools and forms

Q2 2010
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Full Program (download all tracks at once) 1h 6m 2s


 
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Career Case for Multi-disciplinary Firm 13m 33s Jim Delamater
 
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Professional Partnerships 16m 14s Peter Chung
Co-brandable Brochures
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Product Review 21m 38s

Celeste Moya,
Karen Cole

Year-to-date Product Changes Product Transition Rules Current Carrier Ratings
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Starting a Professional Roundtable Group 14m 47s Mark Chesson
Sample Invitation


Q1 2010
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Full Program (download all tracks at once) 2h 23m 24s


 
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Welcome & Introduction 14m 07s Mike James
 
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Great Sales Finishes 24m 07s Jim Monteverde
Great Sales Finishes
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Sales Success Idea: COLI/BOLI 16m 35s

Howard Sharfman,
Matt Andersen

Executive Benefits Strategies for Corporations
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"What's Hot, What's Not" Product Review 26m 42s Karen Cole
Product Expert
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Underwriting Advocacy 16m 28s Dan Stanley  
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Advanced Sales Resources 6m 32s Bryan Schick
Advanced Sales Resources Playbook
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Carrier Spotlight: Sun Life 10m 37s Tony Molino
New Pilot Extension Program
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Annuities 21m 21s Wes Riemondi
The Fixed Annuity Sales Desk   The Variable Annuity Education Platform