Recorded Webcasts
Below is a list of National Brokerage Webcasts that have been recorded for your
convenience. To view a recorded webcast, simply click on the webcast link and the video will play in a new browser window OR you
may be prompted to download/view the video in a Windows Media format.
Note: Windows Media Player 9 or greater is required to view some of our recordings.
click here to download and install the latest version.
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Advanced Cases
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MyConcierge Life and LTC Recorded On: 2/1/2012 Presenters: Greg Sabala and Jason Preszler Level: Overview Keywords: Marketing/Product Ideas
Running a business is hard work and takes a lot of time. Save time and effort with National Brokerage’s MyConcierge department.
Watch this webcast to learn how MyConcierge takes care of the details so you can spend more time on new prospects. From submission to commission, National Brokerage's MyConcierge
department helps you keep your business expanding!
Share this Webcast Via E-Mail Underwriting 101 - Prostate Cancer Recorded On: 1/31/2012 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting Jaci McGeorge, National Brokerage’s underwriter, discusses Prostate Cancer in this Underwriting 101 webcast. She covers statistics, testing and
diagnosis, Stage and Gleason Scores, treatment, PSA levels, postpone periods, standard consideration and ratings/declines as well as case studies. She also
discusses a pre-cancerous finding called PIN (Prostatic Intraepithelial Neoplasia). Share this Webcast Via E-Mail Regaining the Balance Between Benefits and Premium Recorded On: 1/25/2012 Presenters: Greg Patterson Level: Overview Keywords: Marketing/Product Ideas
Employers rank escalating healthcare costs as their #1 problem, while employees ranked healthcare as their #1 benefit.
Immediately reduce the employers healthcare costs
Improve the benefits for 90% of their employees
Level your renewals for multiple years
The HealthPak solution allows companies and their employees to regain the balance between benefits and premium. Learn how HealthPak secures relationships with clients and enhances your cash flow.
Share this Webcast Via E-Mail Underwriting 101 - Table Shave and Crediting Programs Recorded On: 1/24/2012 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Table Shave and Crediting Programs. We discussed the various table shave and underwriting crediting
programs offered by various carriers with some case examples. Carriers include American General, Aviva, Axa, Hancock, Hartford,
ING, Lincoln Benefit, Lincoln Financial, Met Life, Nationwide, Principal, Sun Life, United of Omaha and West Coast Life. Share this Webcast Via E-Mail Advanced Cases Concepts: Life Products with Living Benefits Recorded On: 1/23/2012 Presenters: Jason Preszler Level: Advanced Keywords: Advanced Cases In this Advanced Case Webcast, Jason Preszler discusses Life Products with Living Benefits. Jason reviews the origins of these benefits, reason to be selling
these benefits, what living benefits are, lists the carriers that offer them, and how to sell them.
Share this Webcast Via E-Mail Underwriting 101 - Substance Abuse Recorded On: 1/17/2012 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting This underwriting webcast is all about substance abuse. We talked about the statistics for alcohol and drug abuse,
as well as favorable aspects, info needed to quote, expected ratings for abuse, social alcohol use and case studies. Share this Webcast Via E-Mail Advanced Cases Concepts: Becoming an Advanced Agent Recorded On: 1/16/2011 Presenters: Matt Dessert Level: Advanced Keywords: Advanced Cases
Matt Dessert explains how important it is to be online and how to utilize the power of the tools National Brokerage offers to our clients. Dessert explains the
importance of being informed and being and expert in your business focus and sharing that to get more clients and get higher premium cases.
Share this Webcast Via E-Mail Don't Miss the Big Prize! Recorded On: 1/11/2011 Presenters: Greg Sabala and Cary Rupligner Level: Overview Keywords: Marketing/Product Ideas
Quit settling for the easy sales that keeps your profits at all-time lows.
Learn the secrets our most successful agents use to finding and placing the
high-dollar cases. Increase your average premium and help your clients get the
products they need.
Share this Webcast Via E-Mail Underwriting 101 - Spotlight on Nationwide Recorded On: 12/20/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this Underwriting 101 webcast, Jaci McGeorge, in-house underwriter at National Brokerage, profiles underwriting practices at Nationwide.
Jaci explains their niches, crediting and table shave programs, preferred and preferred plus guidelines relating to cholesterol, blood pressure,
family history, build, tobacco and marijuana use guidelines, DUI and drug/alcohol abuse guidelines, liver enzymes and underwriting some
other common medical and non-medical impairments.
Share this Webcast Via E-Mail Advanced Cases Concepts: Genworth Financial's Colony Term UL Recorded On: 12/19/2011 Presenters: Jeff Christensen, Genworth Level: Advanced Keywords: Advanced Cases
In this Advanced Case Webcast, Jeff Christensen of Genworth Financial presents the Colony Term UL product. In it give details about its features and gives a few
case studies to learn how the product covers your clients.
Share this Webcast Via E-Mail Goals: Take Your Business to New Heights Recorded On: 12/14/2011 Presenters: Todd Rupligner Level: Overview Keywords: Marketing/Product Ideas
The number one reason why agents don't grow their business is because they don't have GOALS!
This webcast will show you how to incorporate specific goals into your practice.
We'll show you—not only how to set GOALS but—how to successfully impelment and monitor your goals.
Share this Webcast Via E-Mail Underwriting 101 - Spotlight on Lincoln Financial Recorded On: 12/13/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge, in-house underwriter at National Brokerage, profiles underwriting practices at Lincoln Financial.
Topics covered includes their top ten, the table shave program, vendors and time frames for underwriting evidence, preferred guidelines,
tobacco and marijuana use guidelines, alcohol and drug abuse guidelines, uninsurable/decline conditions, and how to quote some common medical and non-medical impairments.
Share this Webcast Via E-Mail Advanced Cases Concepts: Axa Equitable Athena Indexed UL Recorded On: 12/12/2011 Presenters: Mark Cherryhomes, Axa Equitable Level: Advanced Keywords: Advanced Cases In this Advanced Case Webcast, Mark Cherryhomes of Axa Equitable presents the Athena Indexed UL product. In it give details about its features and gives a few
case studies to learn how the product works.
Share this Webcast Via E-Mail Are You Sitting on A Goldmine? Recorded On: 12/8/2011 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas A lot can happen in a year. With the New Year right around the corner, now is the perfect time for Policy Reviews. As your clients' lives change, so do their needs.
Policy reviews dig new business from existing clients. National Brokerage makes policy reviews easy with automated tools in your OES account.
Share this Webcast Via E-Mail Underwriting 101 - Spotlight on Axa-Equitable Recorded On: 12/7/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge profiles underwriting practices at Axa-Equitable. She discusses strengths, niches, Good Health Credit Program,
standard and preferred guidelines for build, BP, cholesterol, family history, nicotine and marijuana use guidelines,
alcohol abuse and DUI guidelines, drug abuse, and guidelines for other common issues.
Share this Webcast Via E-Mail Brining Banking Concepts into the Modern Age Recorded On: 11/16/2011 Presenters: Greg Sabala and Dan Thompson Level: Overview Keywords: Marketing/Product Ideas
In this webcast, learn how National Brokerage’s Infinite Banking Approach Brings You BIG BENEFITS:
Powerful state of the art Banking Software
Presentations that help clients understand concepts
Marketing tools to promote these concepts to your clients
Convenience and immediate commitment through E-signature applications
Your own personal support coach
Share this Webcast Via E-Mail Underwriting 101 - Get to know the Underwriter Recorded On: 11/15/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In today's Underwriting 101 webcast she will give an overview of the ins and outs of underwriting as she gives you the introductory knowledge to move your cases through underwriting quicker and placed more often.
Don't get declined because you didn't know.
Register below and join this week for:
Get to know Jaci
Learn exactly what an underwriter does
Learn their tools and how they use
How underwriting works
Have your underwriting questions answered
Share this Webcast Via E-Mail Advanced Cases Concepts: Allianz Life Pro+ Recorded On: 11/14/2011 Presenters: Tomas Perez, Allianz Level: Advanced Keywords: Advanced Cases In this Advanced Case Webcast, Tomas Perez of Alliance talks about the changes happening in the life insurance market,
some of the features of the Allianz Life Pro+ product and some of the advantages of the product.
Share this Webcast Via E-Mail Eliminate the Clutter from Your Business Recorded On: 11/9/2011 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas In this webcast learn how National Brokerage's One-E-System helps you operate your business efficiently, all from one place.
Show your customers their needs with the OES Needs Analysis Calculator
Easily run and deliver quotes
Get your pre-populated electronic fillable forms from one source
E-signatures get you immediate commitment from your clients
Use your time efficiently with the built-in calendar and tasking
Access your info from anywhere on the web-based OES
Share this Webcast Via E-Mail Underwriting 101 - Transamerica Spotlight Recorded On: 11/8/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast Jaci McGeorge profiles underwriting at Transamerica. She discusses their service goals, underwriting enhancements, Transcend Program, no stacking policy, Large Case Unit, preferred criteria,
nicotine and marijuana use guidelines, alcohol abuse and DUI guidelines, and guidelines of some common impairments/non-medical issues.
Share this Webcast Via E-Mail Advanced Cases Concepts: Estate Equalization Recorded On: 11/07/2011 Presenters: Raymund Caparas, Prudential.com Level: Advanced Keywords: Advanced Cases In this Advanced Case Webcast, Raymund Caparas of Prudential covers Estate Equalization. Mr. Caparas covers how to use Prudential's Estate Equalization illustration and Proposed Estate Distribution calculator.
Share this Webcast Via E-Mail Becoming Your Own Bank - Training Session 4 of 4 Recorded On: 11/2/2011 Presenters: Dan Thompson Level: Advanced Keywords: Banking Concepts Join Dan Thompson, Infinite Banking expert, as he walks you through the process of understanding and selling the Be Your Own Bank concept.
This is a four part series in which Dan will share his secrets and tools that will enable you to sell these products with ease.
Share this Webcast Via E-Mail Leads, Leads, and more Leads Recorded On: 11/2/2011 Presenters: Greg Sabala and Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas Learn about the complete marketing system that includes:
Calling Scripts - Know exactly what to say when calling prospective leads
Mailers - Use your OES letter generator tool to create your own fliers
Your Own Lead Generating Website - The Agent Website tool in your OES gives you the ability to create your own website. No technical knowledge required.
Drip E-mail Campaigns - Consistently get your name in front of your clients
Share this Webcast Via E-Mail Underwriting 101 - Aviva Spotlight Recorded On: 11/1/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge discusses underwriting niches, the table reduction program, automatic declines, Premier/Preferred/Standard Plus guidelines,
nicotine and marijuana use guidelines, alcohol/substance abuse and DUI guidelines, how to quote some common underwriting impairments, and non-medical issues such as aviation,
scuba diving, criminal activity and bankruptcy.
Share this Webcast Via E-Mail Becoming Your Own Bank - Training Session 3 of 4 Recorded On: 10/26/2011 Presenters: Dan Thompson Level: Advanced Keywords: Banking Concepts Join Dan Thompson, Infinite Banking expert, as he walks you through the process of understanding and selling the Be Your Own Bank concept.
This is a four part series in which Dan will share his secrets and tools that will enable you to sell these products with ease.
Share this Webcast Via E-Mail Take the National Brokerage Challenge! Recorded On: 10/26/2011 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas
Take the National Brokerage Challenge. Don’t wait for a change - make it happen now!
Learn changes that take agents' business to a whole new level - every time
Learn how to implement tactics for immediate results
Learn how to work smarter - save time and make more money
Share this Webcast Via E-Mail Underwriting 101 - John Hancock Spotlight Recorded On: 10/25/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge looks at individual carriers from the perspective of an underwriter. This week spotlight covers John Hancock.
Jaci discusses sweet spots, the Health Styles credit program, time limitations for medical evidence, super preferred/preferred/standard plus guidelines for build, BP,
cholesterol and family history. She also discussed their nicotine use guidelines, marijuana use guidelines, DUIs and alcohol abuse guidelines, as well as how they underwrite
some medical impairments.
Share this Webcast Via E-Mail OES Weekly Training Recorded On: 10/20/2011 Presenters: Eric Carlson Level: Overview Keywords: OES Are you new to the OES, or just want to learn more? This is a recording of one of our weekly OES training webcasts. Watch this
video to get an idea of what the OES can do for you! Register here for one of our
live training sessions or by visiting our home page and looking for the events list.
Share this Webcast Via E-Mail Becoming Your Own Bank - Training Session 2 of 4 Recorded On: 7/14/2011 Presenters: Dan Thompson Level: Advanced Keywords: Banking Concepts Join Dan Thompson, Infinite Banking expert, as he walks you through the process of understanding and selling the Be Your Own Bank concept. This is a four part series in which Dan will share his secrets and tools that will enable you to sell these products with ease.
Share this Webcast Via E-Mail Diversify Your Business - Creative Solutions and their Place in the Market Today Recorded On: 10/19/2011 Presenters: Greg Patterson and Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas Learn how to get in the door at your local restaurant chains, hotels, churches, associations, grocery stores and agricultural businesses with low cost limited medical plans.
Other target markets include uninsured, declined, independent contractors, and those who cannot afford traditional major medical coverage. Don't miss opportunities to grow your business!
Share this Webcast Via E-Mail Underwriting 101 - Protective (West Coast Life) Spotlight Recorded On: 10/18/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge looks at individual carriers from the perspective of an underwriter. This week spotlight covers Protective (West Coast Life).
Jaci discusses underwriting guides used, facultative reinsurance, High Touch Underwriting program, how to increase approvals, sweet spots, Life Advantage Program, Pro Credit Standard to Preferred Underwriting
Program, Senior Underwriting Program, approved vendors, APS requirements, build chart, nicotine & marijuana use guidelines, cholesterol, BP & family history guidelines, DUI guidelines, alcohol/substance abuse
guidelines and guidelines of various other impairments
Share this Webcast Via E-Mail Advanced Cases Concepts: Non-Med Life Insurance Companies and Secrets to Selling Non-Med Products Recorded On: 10/17/2011 Presenters: Jason Cozzetti Level: Advanced Keywords: Advanced Cases In this webcast, Jason Cozzetti covers the Non-Medical Insurance companies offered through National Brokerage, some of their advantages, disadvantages, limitations, and options. Also covered are some sales techniques to sell
Non-Medical Insurance.
Share this Webcast Via E-Mail Becoming Your Own Bank: Introduction Recorded On: 10/12/2011 Presenters: Dan Thompson Level: Overview Keywords: Banking Concepts
In this webcast, Infinite Banking expert and author Dan Thompson introduces the Infinite Banking Concepts. He explains where this concept fits in today's economy, what the concept is, and how it works.
Share this Webcast Via E-Mail You Are The Boss! Recorded On: 10/12/2011 Presenters: Todd Ruplinger and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas
Learn how to design your own marketing machine and your personal back office support.
Your own newsletters and articles showcasing you and your products
Your personalized website, tailored to your product lines, your design and your message
Your custom advertising system, set with your delivery preferences
Custom emailed reports, you choose the content and recipients
Share this Webcast Via E-Mail Underwriting 101 - Banner Spotlight Recorded On: 10/11/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge looks at individual carriers from the perspective of an underwriter. This week spotlight covers Banner (Legal & General America).
Jaci discusses Banner's underwriting philosophy, advantages, MediGuide (medical second opinion program), Super Criteria Program, competitive sweet spots,
approved vendors and time limits for medical evidence, tobacco use guidelines, family history guidelines, marijuana use and DUI rules, as well as underwriting for some common conditions.
Share this Webcast Via E-Mail Advanced Cases Concepts: A New Paradigm for Retirement Planning - ING's SOLAR Recorded On: 10/10/2011 Presenters: David R.P. Houston - ING Level: Advanced Keywords: Advanced Cases David R. P. Houston from ING joins us in this Advanced Case Webcast to present ING’s SOLAR concept for retirement planning. Based on ING's Global IUL product, the SOLAR concept provides the security your clients are
looking for while combining many of the advantages of Qualified and Non-Qualified retirement plans.
Share this Webcast Via E-Mail Underwriting 101 - Prudential Spotlight Recorded On: 10/04/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge looks at individual carriers from the perspective of an underwriter. This week spotlight covers Prudential and discusses their strengths,
advantages, niche markets, Standard and better class guidelines,
nicotine and marijuana use guidelines, alcohol and substance abuse and DUI guidelines, family history guidelines, some common impairments and conditions, and how to quote them for Prudential.
Share this Webcast Via E-Mail Advanced Cases Concepts: Recruiting and Retaining Key Employees - Executive Bonuses Recorded On: 10/03/2011 Presenters: Mike Needham Level: Advanced Keywords: Advanced Cases In this webcast, Mike Needham covers Executive Bonuses. He covers what they are, how bonuses can be used, and who generally uses Executive Bonuses.
Share this Webcast Via E-Mail Five Products that are a Must-Have in Today's Market Recorded On: 9/28/2011 Presenters: Greg Sabala and Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas It's important to understand the trends of our industry and financial environment in order to know which products customers are most receptive to. Don’t fight the economy, use it.
These five products are defying normal trends and selling at a record pace. Share this Webcast Via E-Mail Underwriting 101 - ING Spotlight Recorded On: 9/27/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge looks at individual carriers from the perspective of an underwriter. This week spotlight covers ING and discusses their underwriting philosophy,
top 10 underwriting guideline advantages, mortality credits, standard upgrade program, their select, preferred, and super preferred guidelines, nicotine and marijuana use guidelines,
alcohol, substance abuse, and DUI guidelines, family history guidelines, common impairments, and how ING rates those.
Share this Webcast Via E-Mail Advanced Cases Concepts: IRA/Annuity Maximization - Keep Wealth in the Right Hands Recorded On: 9/26/2011 Presenters: Jake Kujala Level: Advanced Keywords: Advanced Cases, Annuities In this Advanced Case webcast, Jake Kujala talks about IRA/Annuity Maximization. Jake covers some of the features and positive benefits of this concept and then shows how it is applied in two use cases.
Share this Webcast Via E-Mail MyConcierge Life and LTC Recorded On: 9/21/2011 Presenters: Greg Sabala and Cary Ruplinger Level: Overview Keywords: Marketing/Product Ideas,MyConcierge National Brokerage is proud to present our MyConcierge Life and LTC department. Our exclusive MyConcierge service has you covered - from submission to commission. Learn how to:
Find the best product for your customers
Capture all of your clients' business with multiple product lines; not just your primary focus
Don't let clients go to the competition because you don't offer a product
Become your clients' primary source for financial services
Your Turnkey Marketing System is ready to create sales for your business all without investing a dime or wasting time.
Share this Webcast Via E-Mail Underwriting 101 Genworth Spotlight Recorded On: 9/20/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting In this Underwriting 101 webcast, Jaci McGeorge looks at individual carriers from the perspective of an underwriter. This week spotlight covers Genworth and discusses their underwriting
philosophy, underwriting program, sweet spots, target market, preferred/select/standard requirements, and how they rate various common medical and non-medical issues.
Share this Webcast Via E-Mail Advanced Cases Concepts: United Home Life/Family Farm Final Expense Products Recorded On: 9/19/2011 Presenters: Cory Monroe Level: Advanced Keywords: Advanced Cases In this Advanced Case Training webcast, Cory Monroe covers the United Home Life/United Farm Family Final Expense product. He covers some of its features, takes quick looks at the rates and bill
cards, covers some of the application procedures, and answers questions from the webcast attendee.
Share this Webcast Via E-Mail Open the Door to More Business Prospects Recorded On: 9/15/2011 Presenters: Greg Patterson Level: Overview Keywords: Marketing/Product Ideas
Secure your future and open the door to new prospects, let National Brokerage show you how to:
Avoid the restrictive budget cuts resulting from Medical Loss Ratio rules
Immediately reduce your clients premiums
Get ahead of the competition
t's simple
Share this Webcast Via E-Mail Underwriting 101 Mood Disorders Recorded On: 9/13/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
The subject of this webcast is Mood Disorders. Jaci McGeorge discusses depression, anxiety, Bipolar Disorder, PTSD (post-traumatic stress disorder) and Schizophrenia – statistics,
descriptions and symptoms, how they are treated, favorable and unfavorable features, how underwriters classify the risk and how they may be rated, followed by case studies (best case/worse case).
Share this Webcast Via E-Mail Advanced Cases Concepts: Guaranteed No-Lapse UL Products Recorded On: 9/12/2011 Presenters: Chris Kincaid Level: Advanced Keywords: Advanced Cases
Chris Kincaid covers how Guaranteed UL products are used, compares GUL to Term insurance, the state of the market, and looks at some examples for Guaranteed No-Lapse products.
Share this Webcast Via E-Mail How Would You Like Clients Calling You? Recorded On: 9/8/2011 Presenters: Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas
As you well know, we are always looking for the most unique and innovative lead generation programs for our advisors and we have discovered what we believe is the single most exciting program that we've seen in a very long time.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Marketing Concepts Recorded On: 8/31/2011 Presenters: Josh Thompson Level: Overview Keywords: Banking Concepts In this webcast Josh Thompson covers some of the concepts and techniques to improve your case design. He also takes a look at where the market is heading and matching strategies.
Share this Webcast Via E-Mail Guarantees and Certainty in an Uncertain Time Recorded On: 8/31/2011 Presenters: Todd Ruplinger and Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas
In this webcast Todd Ruplinger and Nate Arroyo covers products that offer security and certainty in a market where lots of premium dollars are changing hands. Don't battle the market. Instead give your
clients investments that are safe, have a guaranteed return, liquid, grows tax deferred and provides a guaranteed tax-free death benefit.
Share this Webcast Via E-Mail Underwriting 101 - Top 10 Causes of Unexpected Ratings Recorded On: 8/30/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting This underwriting webcast is about the top 10 causes of unexpected ratings. We discussed: #10 - public records search, #9 - inspection reports,
#8 abnormal tests in the APS, #7 - MIB, #6 - Medications, #5 - Build, #4 - Abnormal EKGs, #3 - MVRs, #2 - Unadmitted/confidential info found in the APS
and finally #1 - abnormal lab results. Share this Webcast Via E-Mail Estate Planning for Foreign Nationals Recorded On: 8/29/2011 Presenters: Greg Sabala and Andrea Valdez (of Transamerica) Level: Overview Keywords: Advanced Cases
In this webcast Andrea Valdez from Transamerica explains how important the foreign national market is becoming and what kinds of risks and special precautions are necessary for foreign national clients.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Banking Concepts in Sales Presentations Recorded On: 8/24/2011 Presenters: Nick Drzayich Level: Overview Keywords: Banking Concepts
In this webcast Nick Drzayich offers sales tips for how to use the Banking Concepts and presentation software to educate your perspective client.
Share this Webcast Via E-Mail Implement the National Brokerage Challenge! Recorded On: 8/24/2011 Presenters: Todd Ruplinger and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas
National Brokerage has issued the challenge: Double your income by the end of the year. Don’t wait for a change - make it happen now! This webcast tells you how.
Learn changes that take agents' business to a whole new level - every time
Learn how to implement tactics for immediate results
Learn how to work smarter - save time and make more money
Share this Webcast Via E-Mail Underwriting 101 Migraines Recorded On: 8/23/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses Migraines. She discusses the definition, causes and triggers, risk factors, the four phases of migraine, testing and diagnosis, treatment, complications, cluster headaches, ratings, and case studies.
Share this Webcast Via E-Mail Advanced Cases: Advanced Agents Recorded On: 8/22/2011 Presenters: Matt Dessert Level: Overview Keywords: Advanced Cases
In this webcast Matt Dessert shows the tools National Brokerage offers to achieve higher sales. While covering multiple tools available, this webcast goes into depth about the new Sales Needs Calculator available to One-E-System users.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Presentation Software and Questions Recorded On: 8/17/2011 Presenters: Dan Thompson Level: Overview Keywords: Banking Concepts
In this webcast, Dan Thompson talks about the Banking Effect software and answers some of your questions about Becoming Your Own Bank concepts.
Share this Webcast Via E-Mail Blueprint for Success Recorded On: 8/10/2011 Presenters: Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas, Annuities Our annuity department offers unbeatable service to help you build your sales including:
Weekly training webinars, concept selling Techniques and Advanced Sales Concepts
Marketing tools such as Client Letters and E-mail Marketing Campaigns
Point of Sale Support
Administrative and Back Office support
Learn how National Brokerage can build up your annuity sales with this webcast.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Presentation Software Tutorial Recorded On: 8/10/2011 Presenters: Dan Thompson Level: Overview Keywords: Banking Concepts In this webcast, Dan Thompson walks through National Brokerages new Banking Effect concepts presentation software now available in OES and shows you how to use this software with your clients.
Share this Webcast Via E-Mail Underwriting 101 Testicular Cancer Recorded On: 8/9/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses Testicular Cancer. She discusses the statistics, types, causes and risk factors, symptoms, testing, staging, treatment, prognosis, complications, ratings, and case studies.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Infinite Banking Software Recorded On: 8/3/2011 Presenters: Dan Thompson Level: Overview Keywords: Banking Concepts, Advanced Cases In this webcast, watch Dan Thompson demonstrates the new infinite banking software in the One-E-System only available through National Brokerage. This software includes calculators, sales graphics and other tools to help you make sales.
Share this Webcast Via E-Mail Underwriting 101 Scleroderma Recorded On: 8/2/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses Scleroderma, a connective tissue disease seen regularly in underwriting. Jaci discussed the definition, causes, risk factors, statistics, types, symptoms, testing, treatment, prognosis, complications, ratings and case studies.
Share this Webcast Via E-Mail Advanced Cases Concepts: Serve Your Clients' Multiple Needs Recorded On: 8/1/2011 Presenters: Cary Ruplinger Level: Advanced Keywords: Advanced Cases In this webcast Cary Ruplinger covers some of the changing variety of the products available to match your clients' needs in sales. He covers some of the way National Brokerage offers tools to analyze which products match your clients' particular situation and avoid being just an order taker.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Inflation Recorded On: 7/27/2011 Presenters: Jake Thompson and Nick Drzayich Level: Overview Keywords: Banking Concepts In this webcast, watch Jake Thompson and Nick Drzayich talk about inflation and how it relates to the U.S. dollar's role in global finance, bond yields, and using life insurance as a hedge against it.
Share this Webcast Via E-Mail MyConcierge LTC - Making LTC Easy Recorded On: 7/27/2011 Presenters: Todd Ruplinger and Rick Leonard Level: Overview Keywords: Marketing/Product Ideas
Long Term Care is the fastest growing segment in the Insurance Industry
Take advantage of amazing growth, even if you're not an LTC agent
You now have your own person team of Long Term Care experts
Don't miss an opportunity to build an income that pays every year
Become more valuable to your clients
MyConcierge LTC is now open!
Share this Webcast Via E-Mail Underwriting 101 MGUS and Multiple Myeloma Recorded On: 7/26/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses MGUS and Multiple Myeloma. She covers discusses the definitions, descriptions, testing, cause, treatment, complications, risk factors, prognosis and mortality risk, favorable and unfavorable factors, ratings, and case studies.
Share this Webcast Via E-Mail Becoming Your Own Bank - Training Session 4 of 4 Recorded On: 7/22/2011 Presenters: Dan Thompson Level: Advanced Keywords: Banking Concepts Join Dan Thompson, Infinite Banking expert, as he walks you through the process of understanding and selling the 'Be Your Own Bank' concept. This is a four part series in which Dan will share his secrets and tools that will enable you to sell these products with ease.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Dividends Recorded On: 7/20/2011 Presenters: Dan Thompson Level: Advanced Keywords: Advanced Cases,Banking Concepts In this webcast, join Dan Thompson as he talks about dividends. This webcast covers Direct Recognition and Non-Recognition companies, what they are, some of their attributes, and gives examples.
Share this Webcast Via E-Mail Don't Leave Your Income to Chance! Recorded On: 7/20/2011 Presenters: Greg Sabala, Jaci McGeorge, and Matt Mesaros Level: Overview Keywords: Marketing/Product Ideas Join us as we discuss the fastest and easiest products to accommodate your hard to place clients.
Learn how to handle difficult cases
Let National do the heavy lifting
Get paid quicker
Simplified, guarantee issue and aggressive carrier products are a portfolio set for success. We will have our in-house underwriting and product experts on the call to help illustrate the use of these products and to answer any of your questions.
Share this Webcast Via E-Mail Becoming Your Own Bank - Training Session 3 of 4 Recorded On: 7/19/2011 Presenters: Dan Thompson Level: Advanced Keywords: Banking Concepts Join Dan Thompson, Infinite Banking expert, as he walks you through the process of understanding and selling the Be Your Own Bank concept. This is a four part series in which Dan will share his secrets and tools that will enable you to sell these products with ease.
Share this Webcast Via E-Mail Underwriting 101 Pancreatitis Recorded On: 7/19/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses Pancreatitis. She discusses acute and chronic forms of pancreatitis, causes, symptoms, testing, treatment, complications, ratings and case studies.
Share this Webcast Via E-Mail Becoming Your Own Bank - Training Session 2 of 4 Recorded On: 7/14/2011 Presenters: Dan Thompson Level: Advanced Keywords: Banking Concepts Join Dan Thompson, Infinite Banking expert, as he walks you through the process of understanding and selling the Be Your Own Bank concept. This is a four part series in which Dan will share his secrets and tools that will enable you to sell these products with ease.
Share this Webcast Via E-Mail Becoming Your Own Bank - Advanced Training: Lafayette Insurance Software Demonstration Recorded On: 7/13/2011 Presenters: Dan Thompson Level: Advanced Keywords: Advanced Cases,Banking Concepts In this webcast, join Dan Thompson as he shows you how to use Lafayette Life insurance software. This webcast is meant as a supplement to the four-part "Becoming Your Own Bank" training series.
Share this Webcast Via E-Mail Becoming Your Own Bank - Training Session 1 of 4 Recorded On: 7/12/2011 Presenters: Dan Thompson Level: Advanced Keywords: Banking Concepts Join Dan Thompson, Infinite Banking expert, as he walks you through the process of understanding and selling the Be Your Own Bank concept. This is a four part series in which Dan will share his secrets and tools that will enable you to sell these products with ease.
Share this Webcast Via E-Mail Dollars and Sense of Alternate Funding Recorded On: 7/13/2011 Presenters: Greg Patterson Level: Overview Keywords: Marketing/Product Ideas Learn more about the ADVANTAGES of alternate-funded plans compared to fully insured plans:
Avoid the restrictive rules and regulations that will add to premium under fully insured plans
Stop having your employers pay a premium and give them the ability to manage an asset
Rate stability
Risk management built in throughout the product
It's simple!
Hear from a leading expert on Alternate-Funded Opportunities:
Share this Webcast Via E-Mail Underwriting 101 Blood Disorders Recorded On: 7/12/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses Blood Disorders (anemia’s including Sickle Cell Anemia, Factor V Leiden, Hemochromatosis, Polycythemia Vera, Thrombocytosis and Thrombocytopenia). She discussed what the blood disorders are, their causes, symptoms, severity, and potential ratings.
Share this Webcast Via E-Mail Premium Finance Recorded On: 7/11/2011 Presenters: Todd Ruplinger Level: Advanced Keywords: Advanced Cases Watch this Advanced Case Training webcast to learn the basics about premium finance life insurance. You will learn all you need to know to get started, and how to prospect and execute on these types of sales.
Share this Webcast Via E-Mail The Banking Effect Recorded On: 7/6/2011 Presenters: Todd Ruplinger and Dan Thompson Level: Overview Keywords: Marketing/Product Ideas This webcast continues the introduction on our new infinite banking division. Learn how National Brokerage is modernizing the infinite
banking process for you and your clients with our Turnkey Marketing System, Simple Presentations, and Easy Training.
Share this Webcast Via E-Mail Underwriting 101 Cervical Cancer Recorded On: 7/5/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses Cervical Cancer. The webcast covers the etiology and risks, symptoms, testing, treatment, prognosis and
complications, staging, ratings, and case studies.
Share this Webcast Via E-Mail Serve Your Clients' Multiple Needs Recorded On: 6/29/2011 Presenters: Greg Sabala and Cary Ruplinger Level: Overview Keywords: Marketing/Product Ideas Be More of a Resource for Your Clients. Help them protect their family, secure their retirement and provide LTC protection.
Learn in this webcast about the new, hot selling hybrid UL's that solve these needs!
National simplifies these products and shows you which carriers are the best for your clients. You will leave this webcast with new sales opportunities and valuable new products to serve your clients' needs. Share this Webcast Via E-Mail Underwriting 101 Kidney Cancer Recorded On: 6/28/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses Kidney Cancer. The webcast covers statistics, risk factors, symptoms, types, testing, treatment, complications, staging, ratings and case studies.
Share this Webcast Via E-Mail Increase Your Premium Recorded On: 6/27/2011 Presenters: Todd Ruplinger Level: Advanced Keywords: Advanced Cases In this webcast, Todd Ruplinger covers three ways to increase your premiums. Learn how to:
Understand your clients' needs
Inform your clients on how much they need
How to sell to existing clients
Share this Webcast Via E-Mail Are You Using Your Grandfather's Annuity Playbook? Recorded On: 6/22/2011 Presenters: Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas, Annuities National Brokerage helps you uncover an Annuity Prospecting Goldmine!
Listen in to this week’s webcast. Learn about strategies and resources designed to give you a focused plan to meet your goals your way! At National Brokerage we have designed the system and tools to build a strong foundation for your annuity sales success.
Share this Webcast Via E-Mail Underwriting 101 Family History Recorded On: 6/21/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses why family history is important in the underwriting process, what is included, carrier-specific guidelines and case studies.
Share this Webcast Via E-Mail Maximizing Your Next Universal Life Sales Recorded On: 6/21/2011 Presenters: Greg Sabala and Cary Ruplinger Level: Advanced Keywords: Advanced Cases In this webcast, Greg Sabala and Cary Ruplinger covers how to make the most from your next Universal Life sale. They cover the state of the Universal Life market, take a look at how different UL products change the size of the policy, and offer some tips to make your life cases bigger.
Share this Webcast Via E-Mail Speed Up Your Life Cases Recorded On: 6/8/2011 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas In this webcast, National Brokerage gives you the fastest way to get your life cases approved and paid. Learn to get:
Faster Prospecting
Faster Quoting
Faster App - fully electronic application and signature process
Faster Underwriting - with fewer problems and hassles
Faster Paycheck to YOU!
If you're not using this process, you're holding your business back. Best of all, it's FREE!
Share this Webcast Via E-Mail Underwriting 101 Kidney Disease Recorded On: 6/14/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this webcast Jaci McGeorge discusses various kidney diseases, lab values, ratings and case studies.
Share this Webcast Via E-Mail The Banking Effect Recorded On: 6/8/2011 Presenters: Todd Ruplinger and Dan Thompson Level: Overview Keywords: Marketing/Product Ideas
National Brokerage has brought Infinite Banking to the modern age.
Learn how a new agent is earning $20,000 per month using our systems!
Your own turnkey marketing system
Simple presentations to your clients
Faster Sales
Quicker for you to be up to speed
Amazing software which is affordable
Your own personal support team, coach, marketing/service representative, case manager and underwriter
Share this Webcast Via E-Mail Underwriting 101 Tobacco and Marijuana Use Guidelines Recorded On: 6/7/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
The subject of this webcast is Tobacco and Marijuana. Jaci McGeorge discusses expectations for smoker versus non-smoker rates and carriers' guidelines on these matters.
Share this Webcast Via E-Mail Life Settlements Recorded On: 6/6/2011 Presenters: Phil Giordano Level: Advanced Keywords: Advanced Cases In this webcast Phil Giordano explains what Life Settlements are, the current state of the life settlement market, looks a few of the regulations regarding life settlements and gives tips on
when to inform clients of life settlement options.
Share this Webcast Via E-Mail Alternate Funding for Small to Mid-Sized Employers Recorded On: 6/1/2011 Presenters: Greg Patterson Level: Overview Keywords: Marketing/Product Ideas Plans available for groups with 10-500 employees. Group medical benefits, dental, disability and life Insurance designed
to reduce costs and increase flexibility for your local business owners.
Get ahead of your competition!
Improve your revenue streams as a result of the changes rolled out through National Healthcare Reform
Share this Webcast Via E-Mail Finding New Sales in Unlikely Places Recorded On: 5/25/2011 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas Why let strangers dictate your financial future? Create your own leads out of existing clients with the help of National Brokerage. Share this Webcast Via E-Mail Underwriting 101 Sarcoidosis Recorded On: 5/24/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
The subject of this webcast is Sarcoidosis. Jaci McGeorge discusses the causes, statistics, symptoms, diagnosis, treatment, prognosis, complications, staging, ratings and case studies.
Share this Webcast Via E-Mail Limited Medical Plans and Their Place in the Market Today Recorded On: 5/23/2011 Presenters: Greg Patterson Level: Advanced Keywords: Advanced Cases In this webcast Greg Patterson covers Limited Medical Plans including details on advantages for Employer and employees, why offer them, and how to ensure enrollment success.
Share this Webcast Via E-Mail Turn on your Virtual Marketing System Recorded On: 5/18/2011 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas Now it's time to get started!
We have a unanimous decision. It's time to turn on your Virtual Marketing System. We all know your business will grow with a lead generating website, your own personalized newsletter and your own email marketing campaign. Join us for step by step instructions on how to create your own marketing machine. You'll leave this meeting with more:
Share this Webcast Via E-Mail Underwriting 101 Thyroid Cancer Recorded On: 5/17/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this Underwriting 101 webcast, Jaci McGeorge discusses Thyroid Cancer. The webcast discusses the 4 types, statistics, symptoms, testing, treatment, prognosis, complications, staging, ratings and case studies.
Share this Webcast Via E-Mail The Greenside Life Insurance and Annuity Funding Program Recorded On: 5/16/2011 Presenters: Bruce Gordon, Brad Smith, Steve Clemmensen Level: Advanced Keywords: Advanced Cases, Annuities In this webcast Bruce Gordon, CLU from Greenside Strategies gives a presentation on the Greenside Life Insurance and Annuity Funding Program. This webcast covers the market for this program, how it works, advantages and some of its highlights.
Share this Webcast Via E-Mail Looking for Bigger Premium Recorded On: 5/12/2011 Presenters: Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas In 30 minutes you'll learn about hot tips to:
Sell UL to previous term insurance clients
Rescue declined life cases
Sales opportunities you might be missing
Share this Webcast Via E-Mail Underwriting 101 Cerebral Palsy Recorded On: 5/10/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this Underwriting 101 webcast, Jaci McGeorge discusses Cerebral Palsy. The webcast covers the definition, symptoms, classifications, statistics, risk factors, complications, treatment, prognosis, ratings and case studies.
Share this Webcast Via E-Mail A Great Way To Get More Large Cases Recorded On: 5/9/2011 Presenters: Todd Ruplinger Level: Advanced Keywords: Advanced Cases In this Advance Case webcast you will learn what you need to know to land high premium cases. Todd Ruplinger talks about understanding your clients' needs, business insurance and estate planning.
Share this Webcast Via E-Mail 4 Powerful Ways to Increase Sales Recorded On: 5/4/2011 Presenters: Todd Ruplinger and Nate Arroyo Level: Overview Keywords: Marketing/Product Ideas, Annuities One of the important keys to growing your business is to talk with more qualified prospects. National Brokerage has four different lead programs ready for you.
Set appointment leads
Orphan client leads
Internet term leads
Annuity leads
Plus, we give you the training and support to cross the finish line!
Share this Webcast Via E-Mail Underwriting 101 Down Syndrome Recorded On: 5/3/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this Underwriting 101 webcast, Jaci McGeorge discusses Down Syndrome. The webcast covers the cause, statistics, physical features, testing and diagnosis, complications, risk classification, prognosis, ADLs and IADLs, ratings, and case studies.
Share this Webcast Via E-Mail FORMULA for SUCCESS - Adapt Recorded On: 4/27/2011 Presenters: Todd Ruplinger and Jason Preszler Level: Overview Keywords: Marketing/Product Ideas Frustrated with the term life insurance market? Working harder than ever? Spending more on advertising to make the same or less? Placing less business?
National Brokerage has your FORMULA for SUCCESS! Let us show you how you can:
Eliminate lead and advertising expenses
Double your placed premium
Cut your underwriting time in half
Share this Webcast Via E-Mail Underwriting 101 Weight/Build/Obesity Recorded On: 4/26/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
The subject of this webcast is Weight/Build/Obesity. We discuss obesity, morbid obesity, statistics, causes, BMI (body mass index), complications, treatment, bariatric surgery, prognosis, underweight and eating disorders, ratings, core carrier standard plus, preferred and preferred best comparison chart, and case studies.
Share this Webcast Via E-Mail Life Settlements Recorded On: 4/25/2011 Presenters: Phil Giordano Level: Advanced Keywords: Advanced Cases
In this advanced case webcast, we will cover the topic of Life Settlements. Watch and learn the basics of settlements and how to sell them.
Share this Webcast Via E-Mail Alternate Funding for Small to Mid-Size Employers Recorded On: 4/20/2011 Presenters: Todd Ruplinger and Greg Patterson Level: Overview Keywords: Marketing/Product Ideas
This webcast covers Alternate Funded group medical plans and how they can enhance both you and your clients' cash flow. This is a great opportunity for you to learn how you can stabilize premiums and help increase employee retention.
Share this Webcast Via E-Mail Underwriting 101 Lupus Recorded On: 4/19/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
In this Underwriting 101 webcast, Jaci McGeorge discusses the types of lupus, statistics, symptoms, testing, treatment, complications, prognosis, mortality/morbidity, ratings and case studies.
Share this Webcast Via E-Mail Using TRA 2010 to Work with (not Against) Asset Managers Recorded On: 4/15/2011 Presenters: Jake Kujala Level: Advanced Keywords: Marketing/Product Ideas
Tired of competing with the asset manager for the same client dollars? Please join National Brokerage’s Advanced Sales department on our Elite Partners call to discuss a concept that puts the insurance producer and asset manager on the same side of the table. Learn about a design that provides the trust with a pool of assets AND a death benefit protection for estate tax liabilities.
Share this Webcast Via E-Mail Uncover Neglected Markets Recorded On: 4/13/2011 Presenters: Greg Sabala and Cary Ruplinger Level: Overview Keywords: Marketing/Product Ideas
Learn how you can boost your business by reaching the most underserved market in the life insurance industry. We'll show you approach letters, scripts and ways you can mass market to capitalize on this underserved segment!
Share this Webcast Via E-Mail Underwriting 101 Paralysis Recorded On: 4/12/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
The subject of this webcast is Paralysis. We discuss general info, statistics, spinal cord injuries, paralysis classifications, causes, average life expectancy, complications & prognosis, rating info and case studies.
Share this Webcast Via E-Mail Increase Your Premium Recorded On: 4/11/2011 Presenters: Greg Sabala Level: Advanced Keywords: Marketing/Product Ideas
During this advanced case webcast, Greg Sabala covers techniques for getting higher premium on your cases, namely by correctly determining insurance needs for your clients'. Studies show most people with life insurance do not have enough to cover their income needs. Learn more about the tools and techniques used to determine the proper amount of insurance.
Share this Webcast Via E-Mail Top Agents' Secrets to Success Recorded On: 4/6/2011 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas
We decided to do some research to find out what makes our top agents successful. We found the common thread is they all take full advantage of the free business processing and marketing tools provided by National Brokerage.
This webcast will show you some of the tools National Brokerage offers.
Share this Webcast Via E-Mail Underwriting 101 - Diabetes Recorded On: 4/5/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
This Underwriting 101 webcast's subject is Diabetes. We discuss the types, complications, treatment, control, prognosis, ratings, gestational diabetes, underwriting credits, and case studies.
Share this Webcast Via E-Mail Executive Compensation Plans Recorded On: 4/4/2011 Presenters: Todd Ruplinger Level: Advanced Keywords: Advanced Cases In this advanced sales training we cover executive compensation plans utilizing life insurance. This practical approach will show you how create new sales with business owners.
Share this Webcast Via E-Mail Term Exchange and Orphan Leads Recorded On: 3/30/2011 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas In this webcast we cover what National Brokerage offer to allow you to respond to the updated needs of your clients. You can improve their coverage and there is NO underwriting required. Achieve More Success with LEADS that Work!
Share this Webcast Via E-Mail A Great Way to Get More Large Cases Recorded On: 3/28/2011 Presenters: Cary Ruplinger Level: Advanced Keywords: Advanced Cases Don’t miss a huge opportunity to get some big premium dollars. In this webcast we will show you how your high net worth clients can utilize the current 5m gift exemption with the purchase of life insurance in order to save money while gifting, with the addition of an insurance death benefit.
Share this Webcast Via E-Mail A Secure Retirement Income Recorded On: 3/23/2011 Presenters: Nate Arroyo and Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas, Annuities In this webcast we offer a brief overview of the annuities market and the tools National Brokerage offers to help achieve Annuity Sales Success. These tools include:
Live training to help you start selling annuities successfully
Sales tools and tips to sell more annuities
Marketing tools to reach your clients and prospects
Annuity appointment setting program
Share this Webcast Via E-Mail Underwriting 101 - Automatic Declines Recorded On: 3/22/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
This Underwriting 101 Webcast’s subject is automatic declines. We discuss serious medical impairments, non-medical issues, treatments, procedures, vital signs, and lab results that could cause a decline.
Share this Webcast Via E-Mail Upside Potential with Guaranteed Rates Recorded On: 3/16/2011 Presenters: Todd Ruplinger and Walt Scheid of Aviva Level: Overview Keywords: Marketing/Product Ideas Join us for this brief webcast where we'll teach you about one of the hottest selling life insurance products in the industry. Learn how you can jump start your premium by offering this product. This is the fastest growing segment of our industry and is setting new records month after month. You'll leave this meeting armed with:
Information about the #1 Indexed UL product in the industry
The best of both worlds in one innovative product
Sales tools and sales tips to create more sales opportunities
A complete marketing system
Share this Webcast Via E-Mail Underwriting 101 - Vascular Disease Recorded On: 3/15/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting This Underwriting 101 Webcast subject is vascular disease. We discuss the types such as blood clots and aneurysms, causes, risk factors, signs and symptoms, diagnosis, treatment, prognosis, ratings, and case studies.
Share this Webcast Via E-Mail Premium Finance Recorded On: 3/14/2011 Presenters: Todd Ruplinger Level: Advanced Keywords: Advanced Cases Watch this Advanced Case Training webcast to learn the basics about premium finance life insurance. You will learn all you need to know to get started, and how to prospect and execute on these types of sales.
Share this Webcast Via E-Mail Snail's Pace! Recorded On: 3/9/2011 Presenters: Chris Kincaid, Greg Sabala, and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas
Are your cases moving at a snail's pace through underwriting? In this webcast we take a look at how your underwriting can:
Go from months to days
Get quicker paychecks
Spend your time growing your business rather than servicing it
Share this Webcast Via E-Mail Underwriting 101 - Chronic Pain Syndromes Recorded On: 3/8/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting
This webcast's subject is Chronic Pain Syndromes. We discussed the most common impairments we see in underwriting that cause chronic pain including Rheumatoid Arthritis, Osteoarthritis, Degenerative Joint Disease, Degenerative Disc Disease, Osteoporosis, Fibromyalgia, Polymyalgia Rheumatica and Chronic Pain Syndrome itself. We discussed statistics, symptoms, treatments, favorable/unfavorable factors and how to quote them followed by some case studies. Share this Webcast Via E-Mail Advanced Cases – Business Insurance Recorded On: 3/7/2011 Presenters:
Todd Ruplinger
Level: Advanced Keywords: Advanced Cases
In this advanced case training series, we discussed business insurance. Watch this webcast to learn about various types of business life insurance, the problems that they solve and a few marketing ideas to sell them. Share this Webcast Via E-Mail Don't Miss the Bus Recorded On: 3/2/2011 Presenters:
Todd Ruplinger
Level: Overview Keywords: Marketing/Product Ideas
In this brief webcast where we'll teach you the hottest selling life insurance product in the industry. Learn how you can
jump start your premium by offering this product. This is the fastest growing segment of our industry and is setting new records month after month.
Share this Webcast Via E-Mail Underwriting 101 - Bladder Cancers Recorded On: 3/1/2011 Presenters:
Jaci McGeorge
Level: Intermediate Keywords: Underwriting
This underwriting webcast is about Bladder Cancer. We discussed the statistics, types, risk factors, symptoms, testing, stage and grade of cancer,
treatment, prognosis, ratings and case studies.
Share this Webcast Via E-Mail Underwriting 101 - Leukemia Recorded On: 2/22/2011 Presenters:
Jaci McGeorge
Level: Intermediate Keywords: Underwriting
This underwriting webcast is about Leukemia. We discuss the characteristics, statistics, forms & types, symptoms, stages and phases, risk factors,
diagnosis and testing, treatment, prognosis, ratings and case studies.
Share this Webcast Via E-Mail Commission Your Marketing Army using the OES Recorded On: 2/16/2011 Presenters:
Greg Sabala
Level: Overview Keywords: Marketing/Product Ideas,OES
The Virtual Marketing System from National Brokerage puts incredible marketing materials at your disposal. It's all 100% FREE to you!
Get a comprehensive electronic marketing campaign that will build stronger relationships with your current clients and generate new sales.
We will provide you with proven email campaigns that you can implement immediately.
Share this Webcast Via E-Mail Underwriting 101 - Oral Cavity and Throat Cancers Recorded On: 2/15/2011 Presenters:
Jaci McGeorge
Level: Intermediate Keywords: Underwriting
This underwriting webcast is about Oral Cavity and Throat Cancers. We discussed types and locations of tumors, statistics, symptoms, risk factors,
diagnosis, testing, treatment, prognosis, complications, cancer stages, tumor grades, ratings and case studies.
Share this Webcast Via E-Mail New Term Exchange Programs Recorded On: 2/9/2011 Presenters:
Todd Ruplinger
Level: Overview Keywords: Marketing/Product Ideas
Have you written any term insurance in the last 5 years? Respond to the updated needs of your clients today.
There is an amazing opportunity for your clients to improve their coverage and get a new policy issued with NO underwriting.
You will get the case placed in a matter of days and get your commission much faster than your normal cases.
Watch this webcast to learn more about some new exchange programs recently introduced to the marketplace.
Share this Webcast Via E-Mail Underwriting 101 - Heart Failure Recorded On: 2/8/2011 Presenters:
Jaci McGeorge
Level: Intermediate Keywords: Underwriting
This underwriting webcast is about Heart Failure. We discussed what it is, statistics, types, causes, symptoms, testing, functional
classification, treatment, complications, prognosis, prevention, ratings and case studies.
Share this Webcast Via E-Mail Orphan Leads and Other New Lead Programs Recorded On: 2/2/2011 Presenters:
Todd Ruplinger
Level: Overview Keywords: Marketing/Product Ideas, Lead Programs
National brokerage is offering actual orphaned clients who need your expertise.
New lead program provided directly by National Brokerage
Tested program with calling script and training
Great opportunity to build your book of business
Instant issue - pay and get leads right away
No set-up fees
Complete marketing system
Immediate sales
Not your normal lead - you receive detailed information
Call your rep today to get started!
Share this Webcast Via E-Mail Underwriting 101 - Parkinson's Disease Recorded On: 2/1/2011 Presenters:
Jaci McGeorge
Level: Intermediate Keywords: Underwriting
This underwriting webcast is about Parkinson's Disease. We discussed statistics, causes, symptoms, and stages of the disease, diagnosis, treatment,
prognosis, risk classification, ratings and case studies.
Share this Webcast Via E-Mail New Health and Non-Med Products Recorded On: 1/26/2011 Presenters:
Todd Ruplinger
Level: Overview Keywords: Marketing/Product Ideas
On this webcast we will show you three new powerful tools to add to your practice. A new non-med term that is the
most competitive option for your clients which is issued in days. We also show you two health products that will
not only grow the number of clients you have but will also have a huge impact on future commissions
Share this Webcast Via E-Mail Underwriting 101 - Hepatitis Recorded On: 1/25/2011 Presenters:
Jaci McGeorge
Level: Intermediate Keywords: Underwriting
This underwriting webcast is about Hepatitis. We discussed the acute and chronic forms, the types (Hep A, B & C),
the causes, symptoms, testing, diagnosis, prognosis, ratings and case studies
Share this Webcast Via E-Mail Executive Benefit Niche Market Opportunities Recorded On: 1/21/2011 Presenters:
Lance Barton
Level: Overview Keywords: Advanced Cases
In addition to the recent tax law changes and the planning opportunities they afford life insurance professionals and our
Elite Partners, executive compensation strategies have been an industry buzz and focus among brokerage life carriers.
Acronyms galore! S.O.L.A.R., Premier Bonus, B.A.T.L. are all basically targeting the same perspective client: high
earning business executives. Please watch this webcast in which we breakdown and demystify these concepts. The specific
points of interest that are outlined on in this webcast are as follows:
Environmental and Economic forces driving such sales
Carrier nuances and product functionality
Design and implementation considerations
Example cases
Share this Webcast Via E-Mail Three Ways to Increase Your Premium Recorded On: 1/19/2011 Presenters:
Todd Ruplinger
Level: Overview Keywords: Marketing/Product Ideas
National Brokerage is going to show the top three methods to increasing the premium on your cases. Give yourself a
pay raise by watching this webcast. You will learn how to implement these three methods which are effective
and simple to use in any practice. Bring more value to your customers and more value to your commission statements!
Share this Webcast Via E-Mail Underwriting 101 - Cardiac Arrhythmias and Heart Blocks Recorded On: 1/18/2011 Presenters:
Jaci McGeorge
Level: Intermediate Keywords: Underwriting
This underwriting webcast is about Cardiac Arrhythmias and Heart Blocks. We discussed the different types of
arrhythmia (Bradycardia, Tachycardia, PACs, PVCs, Atrial Fib, SVT, Wolff-Parkinson-White Syndrome, Ventricular Fib) and heart
blocks (1st, 2nd & 3rd degree heart blocks, RBBB, LBBB, LAFB, Sick Sinus Syndrome), symptoms, treatment, ratings and case studies.
Share this Webcast Via E-Mail Announcing the new One E App Recorded On: 1/12/2011 Presenters:
Todd Ruplinger and Eric Carlson
Level: Overview Keywords: OES
This underwriting webcast is about Cardiac Arrhythmias and Heart Blocks. We discussed the different types of
arrhythmia (Bradycardia, Tachycardia, PACs, PVCs, Atrial Fib, SVT, Wolff-Parkinson-White Syndrome, Ventricular Fib) and heart
blocks (1st, 2nd & 3rd degree heart blocks, RBBB, LBBB, LAFB, Sick Sinus Syndrome), symptoms, treatment, ratings and case studies.
Share this Webcast Via E-Mail Underwriting 101 - Cerebrovascular Disease Recorded On: 1/11/2011 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting This underwriting webcast is about Cerebrovascular Disease (stroke and TIA). We discussed statistics, types of strokes, causes, Share this Webcast Via E-Mail Execute on Your Goals for 2011 Using Our Free Tools Recorded On: 1/5/2011 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas You have set your goals for 2011 and now is the time to execute. You need the right tools to achieve those goals and succeed Share this Webcast Via E-Mail Underwriting 101 - Heart Disease and Disorders Recorded On: 12/21/2010 Presenters: Jaci McGeorge Level: Intermediate Keywords: Underwriting This underwriting webcast is all about heart disease and disorders. In this webcast we discuss heart valve anatomy,
the causes of defective heart valves, testing, treatment, ratings and case studies. Share this Webcast Via E-Mail Orphan Lead Program Recorded On: 12/8/2010 Presenters: Greg Sabala Level: Overview Keywords: Marketing/Product Ideas, Lead Programs National brokerage is offering actual orphaned clients who need your expertise.
New lead program provided directly by National Brokerage
Tested program with calling script and training
Great opportunity to build your book of business
Instant issue - pay and get leads right away
No set-up fees
Complete marketing system
Immediate sales
Not your normal lead - you receive detailed information
Call your rep today to get started Share this Webcast Via E-Mail Make 2011 Your Best Year Ever Recorded On: 12/1/2010 Presenters: Greg Sabala Level: Overview Keywords: Marketing/Product Ideas Take the National Brokerage Challenge... We Will double your business in six months! Learn how you can elevate your
production to a whole new level.
Learn about our new, exclusive orphan lead program
Create a website that works for you
Start your free marketing campaign
Separate yourself by presenting new products and solutions
Reach New Heights in 2011, you'll double your production! Share this Webcast Via E-Mail Term Exchange and Orphan Leads Recorded On: 11/24/2010 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas, Lead Programs In this webcast we discuss two important topics: Term Exchange Program and our new Orphan Lead Program. Watch this webcast to learn about both
programs and how they can boost your production. Share this Webcast Via E-Mail Underwriting 101 - Table Shave and Crediting Programs Recorded On: 11/16/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Table Shave and Crediting Programs. We discussed the various table shave and underwriting crediting
programs offered by various carriers with some case examples. Carriers include American General, Aviva, Axa, Hancock, Hartford,
ING, Lincoln Benefit, Lincoln Financial, Met Life, Nationwide, Principal, Sun Life, United of Omaha and West Coast Life. Share this Webcast Via E-Mail Get More Sales with Our Tools and Products Recorded On: 11/10/2010 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas In this webcast we will show you why National Brokerage is not your ordinary brokerage. We provide value to our agents unlike anyone else. Learn about
the tools that we provide for FREE to have you stay in contact with your clients, speed up the application process and streamline the underwriting process. We
also cover some marketing concepts that you should be utilizing to make more sales now. Share this Webcast Via E-Mail Underwriting 101 - Seizure Disorders Recorded On: 11/9/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Seizure Disorders. We discussed statistics, Epileptic vs. Non-epileptic seizures, causes and triggers,
symptoms, types of seizures, complications/prognosis, diagnosis, testing, treatment, ratings and case studies Share this Webcast Via E-Mail Hottest New Product In Our Market - Indexed UL Recorded On: 11/3/2010 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas How can you give your clients certainty in an uncertain market? Clients are wary of unpredictable investments! We will show you how you can offer
your clients new Indexed UL products that will secure their financial future. These products will not only secure your client's
finances but will secure your financial future as well! Share this Webcast Via E-Mail Underwriting 101 - Asthma and COPD Recorded On: 10/26/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Asthma and COPD. We talked about the functions of the respiratory system, statistics, causes and risk factors,
signs and symptoms, testing, treatment, prognosis and complications, risk classifications, ratings and case studies. Share this Webcast Via E-Mail Underwriting 101 - Crohn's Disease and Ulcerative Colitis Recorded On: 10/26/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Crohn's Disease and Ulcerative Colitis. In this webcast we discussed the statistics, symptoms, risk factors, testing, prognosis and complications,
different types, treatment, ratings and case studies. Share this Webcast Via E-Mail Health Benefits Update Recorded On: 10/20/2010 Presenters: Greg Sabala Level: Overview Keywords: Marketing/Product Ideas National Brokerage is pleased to announce our new and improved health benefits for our agents, their families and employees. Watch this webcast to
learn more about the improvements we have just rolled out:
No Exclusions for Pre-Existing Conditions During Open Enrollment Only Now through Nov. 15, 2010
Unlimited Lifetime Benefits
No deductible for most coverage
New Lower Cost
And Much More
Click here for more information on Group Benefits Share this Webcast Via E-Mail Underwriting 101 - Lymphoma Recorded On: 10/12/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Lymphoma. In this webcast we talked about the different types of Lymphoma (Hodgkin's and Non-Hodgkin's),
statistics, subtypes, signs and symptoms, treatment and prognosis, survival rates, testing, grades and stages, info needed to quote,
favorable/unfavorable factors, ratings and finally some case studies. Share this Webcast Via E-Mail Underwriting 101 - Melanoma Recorded On: 10/5/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Melanoma. In this webcast we discussed the statistics, warning signs and symptoms,
clinical forms of melanoma, staging information, treatment, favorable/unfavorable factors/complications, ratings and case studies. Share this Webcast Via E-Mail Recorded Webcast: Jim's Secret Recorded On: 9/29/2010 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas Watch this webcast to learn how one of our agents turned his business around, making more money than ever before. By making a few
simple changes, Jim saw a dramatic change in his sales. Watch this webcast to learn Jim's secret. Share this Webcast Via E-Mail Underwriting 101 - Multiple Sclerosis Recorded On: 9/28/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Multiple Sclerosis. In this webcast we discussed the statistics, risk factors, screening, diagnosis, treatment, prognosis,
mortality, what types of ratings to expect and some case studies. Share this Webcast Via E-Mail Executive Bonus Plans Recorded On: 9/22/2010 Presenters: Mike Connell Level: Advanced Keywords: Advanced Cases Why just do the small life sale when you can attack the big commission? Every executive in the country is looking to save money and be able to
focus their resources in other areas. Open that door and you open yourself to the larger sales. Learn about a plan that will reduce
corporate taxes and enhance the value of the company to the executive. Share this Webcast Via E-Mail Underwriting 101 - Colorectal Cancer Recorded On: 9/21/2010 Presenters: Jaci Broniszewsk Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Colorectal Cancer. In this webcast we discussed the statistics, risk factors, screening, diagnosis, treatment, prognosis,
mortality, what types of ratings to expect and some case studies. Share this Webcast Via E-Mail Don't Sit on the Sidelines Recorded On: 9/15/2010 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas Don't sit on the sidelines while your competition takes advantage of new marketing opportunities. Now that summer is ending we are
seeing a swing in client's interest for life and annuity products. Let us show you how to get your clients to call your office and
we will arm you with the programs guaranteed to make the sale happen. Share this Webcast Via E-Mail Underwriting 101 - Barretts Esophagus Recorded On: 8/31/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Barretts Esophagus. We discussed the risk factors, complications, ratings and case studies. We also cover some
housekeeping items such as improved turn-around times for applications submitted in good order, improved placement ratios when you quote the
case correctly up front, and automatic underwriting review of approved-other rated cases. Share this Webcast Via E-Mail Commission Your Own Marketing Army (v3) Recorded On: 9/8/2010 Presenters: Todd Ruplinger Level: Intermediate Keywords: Marketing/Product Ideas The Virtual Marketing System (OES) from National Brokerage puts incredible marketing materials at your disposal. It's all 100% FREE to you!
We provide all the tools you need to generate more leads and maintain strong relationships with your current client
database. We want to help you build your business! Share this Webcast Via E-Mail Three New Sales Ideas Recorded On: 9/1/2010 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas Tough times call for new solutions and National Brokerage has yours! National Brokerage has three new solutions to change your
bottom line in a HURRY! They will not only grow your revenue but also strengthen your existing client relationships. Learn
how you can turn your declined cases into new commissions. Learn how you can create new clients without any extra time
or money spent. These solutions are easy to implement and will immediately increase your income. Share this Webcast Via E-Mail Underwriting 101 - Obstructive Sleep Apnea Recorded On: 8/31/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Obstructive Sleep Apnea. We discussed the characteristics, contributing factors,
complications, symptoms, treatment, general ratings and carriers that will considered for preferred. We end with
case studies and comments from Buddy Bunn. Share this Webcast Via E-Mail OES Overview Recorded On: 8/25/2010 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: OES STOP wasting your time filling out forms. The average life application is over 40 pages and is filled with redundant
information that takes over 30 minutes to fill out. National Brokerage has your solution. In this webcast we show
you our free tools that will make you more efficient during the entire sales and underwriting process. That includes
filling out life applications and other tedious tasks. You will never need to waste your time with these
redundancies again. Please watch this webcast so we can save you 100's of hours per year! Share this Webcast Via E-Mail Underwriting 101 - Substance Abuse Recorded On: 8/23/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about substance abuse. We talked about the statistics for alcohol and drug abuse,
as well as favorable aspects, info needed to quote, expected ratings for abuse, social alcohol use and case studies. Share this Webcast Via E-Mail Place the Big Case Recorded On: 8/18/2010 Presenters: Greg Sabala and Jake Kujala Level: Intermediate Keywords: Advanced Cases Watch this webcast to learn two simple concepts that will enable you to close the "Big Deals." You have done the
work to earn the relationship, now show your clients how valuable you are. Team with National Brokerage to take your
business to a new level. Share this Webcast Via E-Mail Underwriting 101 - Moving Violations Recorded On: 8/17/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting This underwriting webcast is all about Moving Violations and DUIs. We discuss some statistical information, risk factors for moving
violations & DUIs, sources of underwriting information, risk classification for driving criticisms, ratings for DUIs and
case studies. Share this Webcast Via E-Mail Term Exchange Program Recorded On: 8/11/2010 Presenters: Todd Ruplinger Level: Intermediate Keywords: Marketing/Product Ideas Have you written any term insurance in the last 5 years? Respond to the updated needs of your clients today.
There is an amazing opportunity for your clients to improve their coverage and get a new policy issued with
NO underwriting. You will get the case placed in a matter of days and get your commission much faster
than your normal cases. Watch this webcast to learn more. Share this Webcast Via E-Mail Estate Planning for Non-US Citizens Recorded On: 8/11/2010 Presenters: Jake Kujala, Buddy Bunn and a presenter from Transamerica Level: Intermediate Keywords: Advanced Cases Learn products and techniques for estate planning for non-US citizens. Find out how to identity these
types of clients and how you can help them. Share this Webcast Via E-Mail New Health Products Recorded On: 8/5/2010 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas National Brokerage is now offering health products for our agents. Watch this webcast to learn more
about the various products available. Share this Webcast Via E-Mail Commission Your Own Marketing Army (v2) Recorded On: 7/28/2010 Presenters: Todd Ruplinger and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas National Brokerage is now offering health products for our agents. Watch this webcast to learn more
about the various products available. Share this Webcast Via E-Mail Underwriting 101 - Diabetes Recorded On: 7/27/2010 Presenters: Jaci Broniszewski Level: Intermediate Keywords: Underwriting Watch this webcast in which Jaci covers the basics of the impairment, information needed for us to quote the
case, credits to be had and finally some case studies. Share this Webcast Via E-Mail Rated Cases Recorded On: 7/21/2010 Presenters: Todd Ruplinger and Jaci Broniszewski Level: Overview Keywords: Underwriting National Brokerage will show you how to find greater success with rated cases. Join Todd Ruplinger
and National Brokerage Underwriter Jaci Broniszewski for this important webinar that will show you the
techniques that result in better ratings for your client and more placed cases for you. Share this Webcast Via E-Mail Commission Your Own Marketing Army Recorded On: 6/30/2010 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas The Virtual Marketing System (OES) from National Brokerage puts incredible marketing materials at your disposal. It's all 100% FREE to you!
We provide all the tools you need to generate more leads and maintain strong relationships with your current client
database. We want to help you build your business! Share this Webcast Via E-Mail Top Six Carrier Programs Recorded On: 6/16/2010 Presenters: Greg Sabala and Andrew Shearer Level: Intermediate Keywords: Marketing/Product Ideas In these turbulent times it is always nice when you have extra tools in your back pocket to solidify your next life
insurance sale. In this webcast we discuss six carrier-specific marketing platforms that bring instant applications
in to National Brokerage. We want to share these programs and arm you with marketing tools that can get your
clients calling you today. Share this Webcast Via E-Mail New Carrier - SBLI Recorded On: 6/9/2010 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas Get the edge on your competition with a new life carrier that has:
Top ratings, A+
Quick issue
Best term rates
Great commissions
Electronic apps
Electronic policy delivery
Learn about this secret carrier and how it can give you an advantage over everyone else. National Brokerage will reveal how they
will help you increase your production. Share this Webcast Via E-Mail Virtual Marketing System Recorded On: 6/2/2010 Presenters: Greg Sabala and Eric Carlson Level: Intermediate Keywords: OES You can only work so hard, so it's time to work smarter. Watch this webcast tomorrow where we will show you your
Virtual Marketing System. National Brokerage offers the best agent technology platform in the industry. Watch and learn how
easy it is to implement in your practice. In this webcast we focus on the automated marketing features of the OES. Share this Webcast Via E-Mail Hit a Home Run with Large Cases Recorded On: 5/26/2010 Presenters: Todd Ruplinger and Mike Connell Level: Intermediate Keywords: Advanced Cases Turn your singles into home runs! Watch this webcast to learn how to place that large case with commissions averaging over 100K.
We'll show you how to protect your higher net worth clients for the long term rather than using a temporary fix. Learn
how you can turn a 5M dollar term case into a 15M UL estate solution. Share this Webcast Via E-Mail Flip the Switch Recorded On: 5/19/2010 Presenters: Todd Ruplinger and Greg Sabala Level: Overview Keywords: Marketing/Product Ideas Are You Ready To Turn On and Implement Your:
Life insurance selling machine
Custom advertising campaign and client newsletters
New premium web site
Virtual marketing system (OES)
New exclusive lead program
Want Learn How Easy It Is? Share this Webcast Via E-Mail ING For Life (Sales Machine) Recorded On: 4/22/2010 Presenters: Todd Ruplinger and Lance Barton Level: Overview Keywords: Marketing/Product Ideas Learn about a brand new opportunity from National Brokerage: A Sales Generating Machine
Create easy sales with little work required from you
Expand your marketing efforts to thousands of prospects for free
Generate larger, more consistent sales
Take out the guesswork for your clients
No commitment of extra time
No cost to you!!
Call your rep to get started today!
Share this Webcast Via E-Mail OES User Group Recorded On: 4/14/2010 Presenters: Eric Carlson and Greg Sabala Level: Overview Keywords: OES During this edition of our OES User Group webcasts, we cover the following:
Quick overview of the OES and its capabilities
Feature Focus: Global email templates
Feature Focus: Set up a mass email
Feature Focus: Inserting and linking a banner ad on your agent website
Open Q&A session
Share this Webcast Via E-Mail OES Intro Recorded On: 3/31/2010 Presenters: Todd Ruplinger and Eric Carlson Level: Overview Keywords: OES National Brokerage has always been on the cutting edge of technology and One-E-System
(OES) is no exception. Whether you have never used the OES before, or have been using
it for years, this webcast is for you! Share this Webcast Via E-Mail National Value Recorded On: 3/3/2010 Presenters: Todd Ruplinger and Greg Sabala Level: Overview Keywords: Marketing/Product Ideas Learn more about National Brokerage and how we are unmatched in the industry.
Personal service tailored to you
Advanced case support
Underwriting support
Technology (completely free)
Training
Exclusive programs
Group Benefits (Life, Health, Vision, Dental, E&O, etc)
Share this Webcast Via E-Mail Enhanced Charitable Lead Annuity Trust Recorded On: 1/20/2010 Presenters: Jake Kujala and Claire Durand (of Transamerica) Level: Intermediate Keywords: Advanced Cases The ECLAT is a dynamic nuance to the traditional CLAT design that provides the potential for:
Charitable income to a non-profit of the donor's choosing
The potential for tax free benefits to the donor's family upon passing
The potential for large charitable income tax deductions for the donor
This webcast will educate you on the basics of the ECLAT concept and how it can generate
guaranteed payments to charitable organizations, certainty in planning for the donor, and
large life insurance sales for the agent. Share this Webcast Via E-Mail Lincoln Financial - Money Guard Recorded On: 1/20/2010 Presenters: Cary Ruplinger and David Hobbs (of Lincoln Financial) Level: Intermediate Keywords: Marketing/Product Ideas While insurance sales have been affected by the market, one program has seen record sales for National Brokerage.
Lincoln Financial's Money Guard product has had increased sales each month. In this webcast we walk you through the process
and show you how to market a product that is unparalleled in the industry. Share this Webcast Via E-Mail OES Intro PLUS Q&A Recorded On: 10/28/09 Presenters: Greg Sabala and Paul Miller Level: Overview Keywords: OES National Brokerage has always been on the cutting edge of technology and One-E-System
(OES) is no exception. Whether you have never used the OES before, or have been using
it for years, this webcast is for you! Share this Webcast Via E-Mail A Raise In Commissions Recorded On: 10/14/09 Presenters: Greg Sabala and Buddy Bunn Level: Overview Keywords: Marketing/Product Ideas National knows that you are working harder than ever to get your life cases to the finish line, so let's give you a
raise. For a limited time you can make an additional 10% on your life insurance sales. Also, since the market
is down, National Brokerage is going to show you how carriers are getting more aggressive on new life business. Share this Webcast Via E-Mail Policy Review Made Easy Recorded On: 9/29/09 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas It is a concept that goes back to the old school rules of life marketing. Policy Review! We all know we should do
it, yet we don't. Why... "the hassle of it all". Allow National Brokerage to make the process easy! While we're
at it, we will show you how to improve on table rated cases you have written in the past. Share this Webcast Via E-Mail Market Effectively with the OES Recorded On: 9/16/09 Presenters: Todd Ruplinger and Eric Carlson Level: Overview Keywords: OES National Brokerage is effectively giving you $3,000 for your marketing budget. Watch this webcast to start
planning your marketing efforts. We will show you how to increase your visibility and your communication level
with your clients. Some of the tools we will cover include: your own personalized web site, mass marketing
e-mailer and automatic communication with your clients. These tools are guaranteed to increase your business
without costing you a dime or much of your time. Share this Webcast Via E-Mail Premier Bonus Plan Recorded On: 8/26/09 Presenters: Greg Sabala and Jake Kujala Level: Advanced Keywords: Advanced Cases Any time you can tell your clients that you are going to save them money, you will get their attention.
National Brokerage invites you to watch this webcast for an exciting discussion on an income tax
strategy that is sure to be well received by your clients and business owners. This is perfect timing prior
to the end of '09 for you and your clients to take advantage of the Premier Bonus Program. Share this Webcast Via E-Mail Pension and Annuity Maximization Recorded On: 8/19/09 Presenters: Jake Kujala Level: Intermediate Keywords: Advanced Cases, Annuities Jake Kujala, a leader in advanced case market, goes over some fundamental sales concepts
that will increase your life and annuity sales. The explosion of the baby boomer market has made this a
must-attend webcast. Share this Webcast Via E-Mail Benefits and Policy Review Recorded On: 8/5/09 Presenters: Todd Ruplinger and Greg Sabala Level: Overview Keywords: Marketing/Product Ideas Please watch this 30 minute webcast in which we cover two important topics:
We will show you how you can increase your app flow by using a tested system that creates new sales from existing clients.
We will improve your benefit package. National is in the final enrollment of the industry's only true group benefits for independent life agents. These benefits include Medical, DI, Dental, Vision, Life,
401k and E&O. The rates are ultra-competitive and you have the quality of true group benefits.
Share this Webcast Via E-Mail National Team Recorded On: 7/29/09 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas, Annuities Learn more about National and our various teams that come together to provide our agents
with unmatched service and support. This webcast will give you a much better understanding
of what we have to offer including Underwriting, Technology, MyConcierge, Annuities as well as
true group benefits and vacation packages! Share this Webcast Via E-Mail Indexed ULs Recorded On: 7/22/09 Presenters: Lance Bartona and Todd Ruplinger Level: Intermediate Keywords: Marketing/Product Ideas Your clients and your business deserve a big kick start and National Brokerage has it.
Please watch this important web cast that is presented by the two owners of National
Brokerage, Lance Barton and Todd Ruplinger. They will show you how to grow both
you and your client’s net worth through proper utilization of Indexed ULs Share this Webcast Via E-Mail OES Overview Recorded On: 7/1/09 Presenters: Todd Ruplinger and Eric Carlson Level: Overview Keywords: OES New to National and want to learn more about our One-E-System (OES)? Or maybe you have
been using the OES for a while but need a refresher? In this webcast we cover the basics
of using the OES, some important features and the huge benefits it has to offer you
and your agency. Share this Webcast Via E-Mail National Stimulus Plan Recorded On: 6/17/09 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas Join Todd Ruplinger as he discusses the upcoming bulk-quote policy review project.
National has worked hard to introduce this plan that will jump start your business. It is
important for any agent that has done business with us in the past to watch this webcast.
Watch this webcast to understand the project and to gain immediate sales opportunities. Share this Webcast Via E-Mail Basics of Insurance Recorded On: 6/10/09 Presenters: Greg Sabala Level: Overview Keywords: Marketing/Product Ideas Buy - sell, key man, hybrid financing and a lot of other terms are thrown around the industry on a daily basis... often times,
incorrectly. Join us while as get back to the basics of the different markets available in the life insurance industry.
More than ever, your clients are looking to you for ways to save money and better suit their insurance needs. This webcast will
help you navigate through all the options and bring clarity to an uncertain market. Share this Webcast Via E-Mail Webcast: National Value Recorded On: 6/3/09 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas During this webcast Todd shares the unique values that National Brokerage brings to you. By partnering with
National you will grow your business through more efficient practices and teaming with the right professionals.
You will leave this 30 minute meeting with tools that can dramatically improve your business and make this a
record year. Please give us the opportunity to earn and grow your business. Share this Webcast Via E-Mail Agent Website Builder Recorded On: 5/27/09 Presenters: Eric Carlson and Greg Sabala Level: Intermediate Keywords: Marketing/Product Ideas Join National Brokerage on this weekly webcast as we take a deeper look into the Agent Website
Builder. We give a demonstration on how to quickly build a website, how to use some
of the features available and some tips on getting the most out of the website builder. Share this Webcast Via E-Mail OES Importer and Advanced Search Recorded On: 4/22/09 Presenters: Greg Sabala and Eric Carlson Level: Intermediate Keywords: OES In this webcast, Greg Sabala and Eric Carlson demonstrate some key features in the OES: The ability to import customers
and policies into your OES account and the search tools that enabled you to narrow down your search results to a
particular set of customers based on many different demographic and case filters. We also briefly touch on
what do to after you have found the customer you are looking for, such as tagging and mass emailing Share this Webcast Via E-Mail Charitable Opportunities Recorded On: 4/17/09 Presenters: Lance Barton Level: Advanced Keywords: Advanced Cases Please join Lance Barton on this advanced case discussion group webcast recording as he discusses charitable
opportunities in today's challenging fund-raising environment.Download the files from this presentation: Concord - Charitable Gold Strategy Download the files from this presentation: SunLife - Exec UL and VUL Highlights Share this Webcast Via E-Mail Meet the Underwriter Recorded On: 4/15/09 Presenters: Greg Sabala and Jaci Broniszewski Level: Advanced Keywords: Underwriting Now, more than ever, it is important to ask the right questions when interviewing a client for a life insurance
application. However, when the client has health concerns it can make the process more difficult and slow. Share this Webcast Via E-Mail Wish There Were Two of You? Recorded On: 4/8/09 Presenters: Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas Wish there were two of you? We can show you how double your efficiency. Let National show you how easy
it can be to prospect for new sales with old clients. Also, watch this webcast if you are currently purchasing
individual health coverage or if you are not covered; National has your solution. Share this Webcast Via E-Mail Business Valuation for Business Owners and Executive Recorded On: 4/3/09 Presenters: Mike Connell and Rick Helms (of Principal Life) Level: Overview Keywords: Advanced Cases Rick Helms from Principal Life Insurance Company presents their business valuation tool
that may be used to help design solutions for estate planning, business continuation and retirement
planning sales opportunities.Click here to download the files from this presentation. Share this Webcast Via E-Mail Non Med Term Exchange Recorded On: 4/1/09 Presenters: Todd Ruplinger, Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas Whether it's a new addition to the family or reaching a new stage in life, you can
now bring clients increased protection and peace of mind quicker and easier than
ever. Watch this webcast to learn about a program that allows you to approach your pre-existing
clients with the option of additional or replacement life coverage with no medical
exam. Now, more than ever, clients are looking for assistance and we can now provide
them coverage with little to no hassle. Share this Webcast Via E-Mail Make an extra $100,000 (Non-Convertible Term) Recorded On: 3/25/09 Presenters: Todd Ruplinger Level: Intermediate Keywords: Marketing/Product Ideas Make an extra $100,000 while rescuing your clients from their non-convertible term.
National has a program that can rescue your clients from term policies that have
no conversion privilege. This is the simplest process that you can go through; no
client signature until closing, no APS's and no LE's. View this webcast to learn
more about this exclusive opportunity. Share this Webcast Via E-Mail OES Feature Highlight Recorded On: 3/18/09 Presenters: Eric Carlson and Jason Preszler Level: Intermediate Keywords: OES During this webcast we cover some of the newly created, recently updated and most
useful features of the OES. Watch this webcast to learn more about advanced case
searches, automatic case summary emails, reporting, hierarchies, mass emailing,
email templates and smart tags. Share this Webcast Via E-Mail Advanced Cases, Traditional Premium Finance Recorded On: 3/13/09 Presenters: Mike Connell Level: Intermediate Keywords: Advanced Cases Director of Financing Mike Connell presents a number of ways to illustrate and sell
concepts using traditional premium finance. Share this Webcast Via E-Mail National Offers Recorded On: 3/13/09 Presenters: Todd Ruplinger and Greg Sabala Level: Overview Keywords: Marketing/Product Ideas Today more than ever companies are trying to cut expenses. Benefits and incentive
packages seem to be the first thing to go but not at National Brokerage! Please
watch this webcast to learn about new health benefits, vacation packages and free
websites for agents doing business with us. We understand that everyone is facing
difficult times but National Brokerage is dedicated to earning your business so
we can grow together. Share this Webcast Via E-Mail Underwriting Recorded On: 3/4/09 Presenters: Lance Barton and Jaci Broniszewski Level: Overview Keywords: Underwriting The purpose of this webcast is to establish National Brokerage as the very best
underwriting partner for not only your transactional term business, but also your
complicated larger cases. In today's challenging markets it is imperative that we
are as efficient and accurate as professionally possible with each and every opportunity.
Let National Brokerage partner with you in preparing your valuable cases, walking
you through the best possible underwriting options, and ultimately delivering THE
offer it takes to place your case while earning another client and well-earned commission
dollar. Share this Webcast Via E-Mail Advanced Cases, AR Financing Recorded On: 2/27/09 Presenters: Jace Kujala Level: Intermediate Keywords: Advanced Cases This is the first in a series of webcasts covering Advanced Case Concepts. The goal
is to provide you with useful training and give us a chance to listen to how we
can better support you. In this webcast, Jake discusses details of AR Financing. Share this Webcast Via E-Mail Back to the Basics Recorded On: 2/27/09 Presenters: Lance Barton and Todd Ruplinger Level: Overview Keywords: Marketing/Product Ideas National Brokerage would like you to spend thirty minutes watching this webcast
which will help create more sales for you. Lance Barton and Todd Ruplinger (the
owners of National Brokerage) roll up their sleeves and get back to basics. They
share with you time-tested sales techniques that will increase your business. These
fundamentals, coupled with today's system efficiencies, will create much more business
without overloading your schedule.Click here to view the powerpoint
slides from this presentation. Share this Webcast Via E-Mail OES Customer Importer and Tagging Recorded On: 2/4/09 Presenters: Greg Sabala and Eric Carlson Level: Advanced Keywords: OES In this webcast we demonstrate how to use the OES customer importer tool. We walk
you through getting your list of contacts to import, going through each step of
the importer wizard and finally how to search and open your imported customers.
We finish this webcast by talking about the customer tagging feature and how you
can easily use it to classify or categorize your customers. Share this Webcast Via E-Mail OES Case Status and Search Recorded On: 1/21/09 Presenters: Greg Sabala and Eric Carlson Level: Intermediate Keywords: OES In this webcast we demonstrate the live case status features of the OES including
viewing real-time case information, adding notes, uploading images and performing
advanced case searches. Share this Webcast Via E-Mail OES Mass Emailer Recorded On: 1/14/09 Presenters: Greg Sabala and Eric Carlson Level: Advanced Keywords: OES Watch this webcast to see us demonstrate the capabilities of the recently improved
OES scheduled mass emailer tool. We will show you how easy it is to set up one-time
or recurring mass emails to your customer database and the multiple ways to add
recipients. Share this Webcast Via E-Mail OES Next Step Recorded On: 1/9/09 Presenters: Greg Sabala and Eric Carlson Level: Intermediate Keywords: OES In this webcast we demonstrate the new "Next Step" features in the OES that enable
to you easily pivot your customer into Prelim, Life, Settlement and MyConcierge
cases. We also show you how easy it is to run and save quotes, order parameds, get
applications and submit your customer for policy review. Share this Webcast Via E-Mail Meet the Underwriter 2 Recorded On: 11/26/08 Presenters: Greg Sabala and Jaci Broniszewski Level: Intermediate Keywords: Underwriting Speak with the underwriter. In this webcast we discuss depression, bipolar disorders,
anxiety and the best way to find out details to better underwrite these clients.
The better the details, the more value Mountain Financial's in-house underwriters
will bring to you and your clients. Share this Webcast Via E-Mail Meet the Underwriter Recorded On: 10/29/08 Presenters: Greg Sabala and Jaci Broniszewski Level: Intermediate Keywords: Underwriting In this webcast discuss two primary health issues that are effecting more and more
clients. Coronary Artery Disease and Diabetes are major health issues plaguing our
society today and we want to educate you on the questions to ask and what to expect
from the different carriers in the industry. Share this Webcast Via E-Mail OES Importer and Email Recorded On: 9/24/08 Presenters: Greg Sabala and Eric Carlson Level: Intermediate Keywords: OES This webcast covers an in depth look at using the customer importer tool and various
email features including:
Importing customers into your OES account using the importer tool
Setting up your email signature
Creating email templates and applying them to your emails
Setting up a scheduled/mass email and adding recipients
Share this Webcast Via E-Mail Policy Review Recorded On: 9/17/08 Presenters: Greg Sabala and Eric Carlson Level: Overview Keywords: Marketing/Product Ideas An overview of the Policy Review process covering 3 areas:
Niches and sales ideas to approach your client with
How National makes the entire process easy and automated
How we can help you generate new business for Policy Review
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