Recorded events

Your source for recorded web events

If you missed any of our events or were unable to join, be sure to go back and watch any of our previously recorded sessions.

Product	Host
DIUL Series Part 1 IUL Mechanics	Tom Martin
DIUL Series Part 2 Index Credits	Tom Martin
DIUL Series Part 3 Compelling Product Features	Tom Martin
DIUL Series Part 4 Effective Illustration Tips	Tom Martin
DIUL Series Part 5 How to Position Product	Tom Martin
IUL Opportunity	Anthony Holden
Builder Plus IUL® 4	Tom Martin
The New Protection Builder IUL^®2	Steve Zimmerman & Andrew Herrera

Sales Concepts	Host
Client Review	Anthony Holen
The Missing Piece - Smart Money Sale	Tom Martin
Executive Advantage^SM North American's Loan Split Dollar using Life Insurance	Andrew Rinn and Tom Martin
Can you predict the future? North American's Protected Death Benefit Feature	Tom Martin
Retirement Planning - The Journey	Tom Martin

Outside Speakers	Host
Connelly vs U.S.	Andrew Rinn and Mark Santarsiero
Business Valuations: What they are & how to use them in your life insurance business	Andrew Rinn & Steve Susel with Marshall & Stevens
Helping Guide Clients through Mergers & Acquisitions	Steve Susel Marshall & Stevens, and Polina Engel

Title	Host
New Agent JumpStart	Stacey Clouse
Simple Submit eApp Learn how to use the eApp	Bonnie Jami
eApp Next Steps What you and your client will see when completing the signature process with our eApp.	Darcie Kettwig
Customize Favorites Set up your agent homepage to fit your needs.	Stacey Clouse
Pending Business Find your Pending Business report, get those outstanding requirements taken care of and business placed and paid!	Stacey Clouse
Notifications Setting up notifications should be one of the first things you do! The notifications keep you up to date on all the latest information for bulletins, office closures, year-end dates, new form numbers, product updates, annual statements and more.	Stacey Clouse
In Force Business Once a case is palced and paid doe not mean your job is done. Check your in-force business and set up those client review meetings.	Stacey Clouse
Supply Warehouse See how to order marketing materials.	Jessica Smith
NA Web-based Software 101	Darcie Kettwig
NA Web Based Software 201	Darcie Kettwig
How to Order Inforce Illustrations from the Website	Brenda Schut
NA Web Based Software Most Common Solves	Darcie Kettwig
Mastering Website Access & Notifications	Jessica Leasure & Brenda Schut
Simplify your process with forms & secure upload	Jessica Leasure & Brenda Schut
Unlock the power of inforce business & correspondence	Jessica Leasure & Brenda Schut