The Field Underwriting Playbook & Breaking Down the New EZ Underwriting Limits - Mandarin
2026-05-25 21:00 - 22:00 (America/New_York)
In this informative webinar, we’ll walk through the Field Underwriting Guidelines and provide a clear breakdown of the new EZ Underwriting limits. Learn how to navigate underwriting with greater confidence by understanding key guidelines, identifying opportunities upfront, and avoiding common pitfalls. We’ll simplify the updates to EZ UW limits and explain how they impact your sales process, helping you position cases more effectively and set proper client expectations. Walk away with practical tools and insights to streamline submissions and improve placement success.

Annuity Simplified: A Guide To Your First Annuity Sale
2026-05-26 15:00 - 16:00
Many agents know annuities can play an important part of retirement planning – but getting started can feel overwhelming. This webinar is designed to simplify the process and give you the confidence to approaching your first annuity conversation. Whether you’re brand new to annuities or looking to become more comfortable discussing them with clients, this webinar will help you take the first step with confidence.
3:00pm ET / 12:00pm PT

Uncover the Need: The right Question to Generate Sales
2026-05-26 21:00 - 22:00
In this training, you’ll learn how to move conversations to the next step in the sales process by asking the right questions at the right time. Discover proven techniques to uncover client needs, guide meaningful discussions, and keep conversations flowing naturally, ultimately assisting in closing the sale. We’ll explore how to position your questions to build trust, reveal opportunities, and drive more productive client interactions. Walk away with practical strategies you can immediately apply to generate stronger engagement and better outcomes.

Understanding Illustrations Through Real-World Scenarios
2026-06-01 12:00 - 13:00
Join us for “Understanding Illustrations Through Real-World Scenarios,” where we will walk through practical case studies using our illustration software to help simplify and strengthen your understanding of how to build and present illustrations effectively. Whether you are newer to illustrations or looking to build more confidence using the software, this session will provide valuable real-world insight and practical application.

Understanding Illustrations Through Real-World Scenarios- Mandarin
2026-06-02 12:00 - 13:00

Mastering Client Objections: Strategies That Win More Case – Mandarin
2026-06-08 21:00 - 22:00
Learn how to handle client objections with confidence. This webinar explains why objections happen and gives you multiple practical strategies to respond effectively, turn pushback into opportunity, and keep conversations moving forward.

Mastering Client Objections: Strategies That Win More Case
2026-06-09 21:00 - 22:00

Annuity Simplified: A Guide To Your First Annuity Sale
2026-06-15 12:00 - 13:00
Many agents know annuities can play an important part of retirement planning – but getting started can feel overwhelming. This webinar is designed to simplify the process and give you the confidence to approaching your first annuity conversation. Whether you’re brand new to annuities or looking to become more comfortable discussing them with clients, this webinar will help you take the first step with confidence.

Drive Your Business - Life Insurance New Business Tips and Avoiding Common Pitfall - Mandarin
2026-06-16 12:00 - 13:00
Join us for “Drive Your Business: Life Insurance New Business Tips and Avoiding Common Pitfalls,” where we will discuss best practices for navigating the new business process more efficiently and effectively. This webinar will cover common application mistakes, tips for submitting cleaner business, ways to help prevent processing delays, and strategies for creating a smoother experience for both you and your clients. Whether you are new to the process or looking to sharpen your approach, this session will provide practical insights to help keep your business moving forward.

Maximize the Success of Small Businesses: Executive Bonus with Unique Riders
2026-06-22 12:00 - 13:00
Join our Advanced Sales Team for this training session as we explore how executive bonus strategies can help business owners attract, reward, and retain key employees while providing valuable life insurance protection. We will also highlight how unique riders can enhance flexibility and add value to these strategies, along with practical sales concepts and real-world applications. Whether you work with business owners regularly or are looking to expand into the small business market, this session will provide actionable ideas to help grow your opportunities.

Understanding Interest Crediting and Lifetime Income Benefit Rider for Tax Free Retirement - Mandarin
2026-06-29 21:00 - 22:00
In this training session, we will focus on understanding how interest crediting works within indexed life insurance, including the upside growth potential and the protection provided by a 0% floor during down markets. We will also discuss how the Lifetime Income Benefit Rider can help support tax-free retirement income strategies and provide additional flexibility for clients planning for retirement. Whether you are newer to indexed products or looking to build more confidence explaining these concepts, this session will provide practical insight and real-world application.

Understanding Interest Crediting and Lifetime Income Benefit Rider for Tax Free Retirement
2026-06-30 21:00 - 22:00
