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Wednesday 9/8/2010

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This Month @ NB

September 2010


	Recorded Webcasts Below is a list of National Brokerage Webcasts that have been recorded for your convenience. To view a recorded webast, simply click on the URL and the video will either play right away OR you will be taken to the sign in page where you will be prompted to enter your name, then simply press View Recording. Once you are in, find and click the "View" icon next to the item labeled "Microsoft Office Live Meeting Replay". Note: Windows Media Player 9 or greater is required to view the recordings. If Windows Media Player will not play the video, please click here to download and install the latest version. Recorded Webcast: Three New Sales Ideas Recorded On: 9/1/2010 Presenters: Todd Ruplinger Level: Intermediate 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 with out any extra time or money spent. These solutions are easy to implement and will immediately increase your income. Recorded Webcast: Underwriting 101 - Obstructive Sleep Apnea Recorded On: 8/31/2010 Presenters: Jaci Broniszewski Level: Intermediate 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. Recorded Webcast: OES Overview Recorded On: 8/25/2010 Presenters: Greg Sabala and Eric Carlson Level: Overview 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!. Recorded Webcast: Underwriting 101 - Substance Abuse Recorded On: 8/23/2010 Presenters: Jaci Broniszewski Level: Intermediate 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. Recorded Webcast: Place the Big Case Recorded On: 8/18/2010 Presenters: Greg Sabala and Jake Kujala Level: Intermediate 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. Recorded Webcast: Underwriting 101 - Moving Violations Recorded On: 8/17/2010 Presenters: Jaci Broniszewski Level: Intermediate 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. Recorded Webcast: Term Exchange Program Recorded On: 8/11/2010 Presenters: Todd Ruplinger Level: Intermediate 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. Recorded Webcast: Estate Planning for Non-US Citizens Recorded On: 8/11/2010 Presenters: Jake Kujala, Buddy Bunn and a presenter from Transamerica Level: Intermediate 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. Recorded Webcast: New Health Products Recorded On: 8/5/2010 Presenters: Todd Ruplinger Level: Overview National Brokerage is now offering health products for our agents. Watch this webcast to learn more about the various products available. Recorded Webcast: Commission Your Own Marketing Army (v2) Recorded On: 7/28/2010 Presenters: Todd Ruplinger and Eric Carlson Level: Overview 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! Watch this webcast to learn the steps to get started in marketing to your database. Recorded Webcast: Underwriting 101 - Diabetes Recorded On: 7/27/2010 Presenters: Jaci Broniszewski Level: Intermediate 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. Recorded Webcast: Rated Cases Recorded On: 7/21/2010 Presenters: Todd Ruplinger and Jaci Broniszewski Level: Overview 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. Recorded Webcast: Lead Program Recorded On: 7/7/2010 Presenters: Todd Ruplinger Level: Overview Are you ready to explode your LIFE and ANNUITY business with our exclusive lead program? We have a GUARANTEED program that will take your business to a whole new level. If you're experienced with lead programs, you will find that there are none that compare to the success we're experiencing with this platform. If you're new to working leads, you won't want to miss this opportunity. The leads are exclusive (only yours), pre-screened and verified. Watch this webcast for an exclusive chance to take your business to the next level. Recorded Webcast: Commission Your Own Marketing Army Recorded On: 6/30/2010 Presenters: Todd Ruplinger Level: Overview 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! Recorded Webcast: Top Six Carrier Programs Recorded On: 6/16/2010 Presenters: Greg Sabala and Andrew Shearer Level: Intermediate 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. Recorded Webcast: New Carrier - SBLI Recorded On: 6/9/2010 Presenters: Todd Ruplinger Level: Overview 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. Recorded Webcast: Virtual Marketing System Recorded On: 6/2/2010 Presenters: Greg Sabala and Eric Carlson Level: Intermediate 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. Recorded Webcast: Hit a Home Run with Large Cases Recorded On: 5/26/2010 Presenters: Todd Ruplinger and Mike Connell Level: Intermediate 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. Presenting is Mike Connell, director of advanced cases at National Brokerage, who previously ran life premium finance for Credit Suisse. Please join us as we are confident that it will help you hit a few more home runs this year. Recorded Webcast: Flip the Switch Recorded On: 5/19/2010 Presenters: Todd Ruplinger and Greg Sabala Level: Overview 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? National Brokerage will increase your application flow and your revenue. Let us give you an elite advertising upgrade. Please watch this brief webcast and we will give you the tools to give you a marketing overhaul that will have new clients flowing to you. Recorded Webcast: Underwriting Recorded On: 5/12/2010 Presenters: Brad Renzelman and Buddy Bunn Level: Overview Everybody has carriers and contracts, but if you don't get your case placed, nobody gets paid! There is no other brokerage/GA that will give you a better chance of placing your business. Whether it is a hard-to-place case or just normal business, National's underwriting team will provide the best opportunity to get your case to the finish line. Please watch this informative webcast and we will show you how we can place that difficult impaired risk case and how we can process your business more efficiently, making you more money. Recorded Webcast: Group Benefits Overview Recorded On: 5/5/2010 Presenters: Todd Ruplinger Level: Overview You asked for an improved benefit package and we have responded. We are proud to unveil the new and improved health benefit package from National Brokerage. Please watch this webcast as we dicusss the increased benefits and new features to the program. While other companies are cutting back, we are continuing to provide more value than any other brokerage firm in the country. Update: Click here to for plans, pricing and enrollment instructions! Recorded Webcast: MyConcierge Update Recorded On: 4/28/2010 Presenters: Brad Renzelman and Paul Miller Level: Overview Watch this webcast to learn about what's happening with MyConcierge and our latest changes to make the process even better - we've listened to you! Are you missing opportunities for more sales? Stop focusing on the details and keep on selling New improved processes Redefined status Coming soon: Customized calling patterns, improved reporting, live chat and more! Recorded Webcast: ING For Life (Sales Machine) Recorded On: 4/22/2010 Presenters: Todd Ruplinger and Lance Barton Level: Overview 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! Recorded Webcast: OES User Group Recorded On: 4/14/2010 Presenters: Eric Carlson and Greg Sabala Level: Intermediate 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 Recorded Webcast: Annuity Differentiator Recorded On: 4/7/2010 Presenters: Todd Ruplinger, Jerald Welch and Charley Scott Level: Overview Most brokerages are the same; they all have carriers, comp, rates and ratings. Let us show you how the National Brokerage Annuity Department is set apart from our competitors and how we can move you ahead of your competition! Recorded Webcast: OES Intro Recorded On: 3/31/2010 Presenters: Todd Ruplinger and Eric Carlson Level: Overview 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! We start by giving an overview of OES, why you sould use it, then briefly illustrate the most commonly used features and how they can add value to your business. The last half of the webcast is dedicated to an open Q&A session during which we answer many common questions from our agents! Recorded Webcast: Group Benefit Details (Update) Recorded On: 3/10/2010 Presenters: Greg Sabala and special guest Albert Pomales Level: Overview You asked for an improved benefit package and we have responded. We are proud to unveil the new and improved health benefit package from National Brokerage. Please watch this webcast as we dicusss the increased benefits and new features to the program. While other companies are cutting back, we are continuing to provide more value than any other brokerage firm in the country. Update: Click here to for plans, pricing and enrollment instructions! Recorded Webcast: National Value Recorded On: 3/3/2010 Presenters: Todd Ruplinger and Greg Sabala Level: Overview 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) Recorded Webcast: Sales Builder User Group (Lead Program) Recorded On: 3/2/2010 Presenters: Todd Ruplinger, Jerald Welch, Galen Weston and Guest Speakers Level: Intermediate During this webcast, we met with our agents who are currently enrolled in the our lead referral program through Advisor World. We provided them with information to help them be more successful, we answered some of the frequently asked questions and we heard from some of the agents who are actively enrolled in the program. If you are thinking about enrolling or are already receiving our exclusive lead referrals, this webcast is for you! Recorded Webcast: Exclusive Lead Program Recorded On: 1/27/2010 Presenters: Todd Ruplinger and Galen Weston Level: Overview Are you ready to explode your LIFE and ANNUITY business with our exclusive lead program? We have a GUARANTEED program that will take your business to a whole new level. If you're experienced with lead programs, you will find that there are none that compare to the success we're experiencing with this platform. If you're new to working leads, you won't want to miss this opportunity. The leads are exclusive (only yours), pre-screened and verified. Watch this webcast for an exclusive chance to take your business to the next level. Recorded Webcast: Enhanced Charitable Lead Annuity Trust Recorded On: 1/20/2010 Presenters: Jake Kujala and Claire Durand (of Transamerica) Level: Intermediate 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. Recorded Webcast: Lincoln Financial - Money Guard Recorded On: 12/16/09 Presenters: Cary Ruplinger and David Hobbs (of Lincoln Financial) Level: Intermediate 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. Recorded Webcast: Annuity Roth IRA Conversion Strategies Recorded On: 12/10/09 Presenters: Charley Scott and Rayna Harp (of Legacy Marketing Group) Level: Intermediate During this webcast we discuss Roth IRA Conversions using annuities. Learn how to help more clients with the Roth IRA Conversion. Also, find out how you can get: - Tax Planning Kit - Qualified Solutions Kit - Annuity Advantage Kit Each kit has its own PowerPoint, Script, Preapproach Letters, Newspaper Ads, Postcards and Brochures. Recorded Webcast: MyConcierge Recorded On: 12/9/09 Presenters: Greg Sabala and Paul Miller Level: Overview Every one of us is always looking for ways to make more money. Imagine if you could multiply your marketing efforts without increasing your staff. This is being done currently with the National Brokerage MyConcierge service. We will handle the entire application process from submission to commission and free you up in order to market full time. MyConcierge is also great for Health and P&C agents who are focused on other things besides life. Watch this webcast to learn more about MyConcierge service, how simple it is to use and how it can improve your business! Recorded Webcast: Power of the Ideal Client Recorded On: 12/3/09 Presenters: Jerald Welch and Matthew Asser of The Covenant Group Level: Overview You take pride in working hard, but do you ever wonder why you never reach your full potential? Why do other people who aren't as smart as you, not as dedicated as you and don't have the drive you do so much more successful? Are you constantly working IN your business and not ON your business? Watch this webcast to learn how to manage your practice, your income and your LIFE! Recorded Webcast: Group Benefit Details (Update) Recorded On: 12/2/09 Presenters: Greg Sabala and special guest Albert Pomales Level: Overview You asked for an improved benefit package and we have responded. We are proud to unveil the new and improved health benefit package from National Brokerage. Please watch this webcast as we dicusss the increased benefits and new features to the program. While other companies are cutting back, we are continuing to provide more value than any other brokerage firm in the country. Update: Click here to for plans, pricing and enrollment instructions! Recorded Webcast: Turn Tax Losses Into Annuity Opportunities Recorded On: 11/19/09 Presenters: Jerald Welch and Justin Shipman of Genworth Level: Intermediate In this webcast we look at opportunities to turn insurance tax losses into annuity opportunities! We also discuss alternatives to dwindling income guarantees offered by variable annuity income benefits. Finally, we talk about the SPIA's with commuted values and what that means to your clients. Recorded Webcast: Free Vacations and Five Great Sales Ideas Recorded On: 11/18/09 Presenters: Todd Ruplinger Level: Overview Learn how you can receive a vacation for just one life or annuity application. National Brokerage wants an opportunity for your business. We are so confident that you will experience the National difference with just one application, we are also willing to give you a vacation! During this webcast we also present five great sales ideas that will assure a strong finish to the year. Recorded Webcast: Annuities, The Simple Truth Recorded On: 11/5/09 Presenters: Charley Scott Level: Intermediate Watch this webcast to gain a better understanding about annuities from one of our experts, Charley Scott. He explains the different types of annuities, what licenses you need, how commissions are paid, how annuities are used and so much more! If you are new to annuities, or just need a refresher course, don't miss this webcast. After watching, you will have the tools to recognize situations where an annuity might solve a problem for your client as well as the knowledge to present annuities to your clients. Recorded Webcast: Genworth Exits Term Business Recorded On: 11/4/09 Presenters: Greg Sabala and a guest speaker from Genworth Level: Intermediate Genworth, one of the leading life insurance carriers is getting out of the term insurance business! However, they will be attacking the market with a new, superior product that allows flexibility we have never had before. Don't miss this webcast! Watch it now to learn more. Recorded Webcast: Why Annuity/LTC Sales Will Triple in 2010 Recorded On: 10/29/09 Presenters: Jerald Welch and David Royer (of Guaranty Income Life) Level: Overview Learn why Annuity/LTC Combo sales will Triple in 2010 Learn a sales concept that will get you in the door with prospects! Learn about the Guaranteed Issue Annuity that offers Real Benefits for Long Term Care Expenses Triple the annuity value for Long Term Care coverage! Learn how to get clients covered for LTC when they otherwise might not be able to. Learn how to give your client LTC coverage for 6 years! Learn about software for multigenerational IRA planning! Recorded Webcast: OES Intro PLUS Q&A Recorded On: 10/28/09 Presenters: Greg Sabala and Eric Carlson Level: Overview 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! We start by giving an overview of OES, why you sould use it, then briefly illustrate the most commonly used features and how they can add value to your business. The last half of the webcast is dedicated to an open Q&A session during which we answer many common questions from our agents! Recorded Webcast: Immediate Annuity Strategies Recorded On: 10/22/09 Presenters: Jerald Welch of NB and Don Fleming of Presidential Life Ins Co Level: Overview Learn why SPIA sales have been growing at a 25 to 30 percent rate in 2008 and beyond. What IS longevity risk? Do you completely understand how it effects your clients? Did you know that in some circumstances you can use special SPIA's to garner higher payouts? Learn all about the world of Single Premium Immediate Annuities and the latest news from Mr. Don Fleming , Regional Director, Presidential Life Insurance Company. More Knowledge equals More Solutions for your clients. Recorded Webcast: Partnering with ING Recorded On: 10/21/09 Presenters: Greg Sabala, Diane Strand of ING Level: Overview In the ever-changing life insurance market, one thing has remained a constant: ING. Their name, financial strength and innovative product portfolio keeps you one step ahead of your competitors. Please watch National Brokerage along with a guest speaker from ING in a "one-on-one" webcast to discuss ING and their direction leading into 2010. Recorded Webcast: Advisor World (Annuity and Life Leads) and a BONUS - Part 2 Recorded On: 10/15/09 Presenters: Jerald Welch, Galen Weston of Advisor World and Matthew Asser of The Covenant Group Level: Overview Finally, a ground breaking, scientific, and guaranteed lead system that brings you face to face with qualified prospects. We've eliminated the risk from other "so called" lead programs. National Brokerage is partnering with Advisor World, a unique, lead-only company that has perfected the techniques and screening methods that produce high quality meetings with documented results. In Part 2 of this series, we again hear from Galen about the details of how Advisor World works, and as a bonus, we have an introduction to The Covenant Group by Matthew Asser. He describes how his company can give you the training you need to take your sales business to the next level. Recorded Webcast: A Raise In Commissions Recorded On: 10/14/09 Presenters: Greg Sabala and Buddy Bunn Level: Overview 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. Recorded Webcast: Advisor World (Annuity and Life Leads) Recorded On: 10/7/09 Presenters: Jerald Welch, Galen Weston of Advisor World Level: Overview Finally, a ground breaking, scientific, and guaranteed lead system that brings you face to face with qualified prospects. We've eliminated the risk from other "so called" lead programs. National Brokerage is partnering with Advisor World, a unique, lead-only company that has perfected the techniques and screening methods that produce high quality meetings with documented results. Listen, watch and learn about the program from the principal of Advisor World, Galen Weston, along with Jerald Welch from National Brokerage. You will find out details on their lead program and how to sign up. Recorded Webcast: Policy Review Made Easy Recorded On: 9/29/09 Presenters: Greg Sabala and Eric Carlson Level: Overview 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. Recorded Webcast: Social Security Tax Reduction Recorded On: 9/24/09 Presenters: Charley Scott Level: Intermediate Are your clients paying taxes on their Social Security Income? Can you be a hero and stop this from happening? Fix this problem that many of your clients may have! Find out how to use a 1040 form to reveal hidden problems your clients may not know about. Learn out how to get worksheets and presentations to help explain how you can help your clients reduce their taxable income and learn what lines of the 1040 from will tell you the secrets you want to know. Recorded Webcast: The Secrets to Instant Credibility Recorded On: 9/17/09 Presenters: Ray Roberge, Ed Moehlenkamp and Jerald Welch Level: Intermediate Finally understand why and what it is that makes people trust you almost instantly. Don't let another day go by letting people perceive that you're not credible! Learn the science behind the traits that give you immediate trustworthiness. Never lose a sale again due to trust. PLEASE NOTE: Due to technical issues with our audio provider, the audio on this webcast does not start until 7:05 into the meeting. However, only a small portion of the actual presentation is cut off. Recorded Webcast: Market Effectively with the OES Recorded On: 9/16/09 Presenters: Todd Ruplinger and Eric Carlson Level: Intermediate 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. Recorded Webcast: Acquisition of Buddy Bunn Recorded On: 9/9/09 Presenters: Lance Barton and Buddy Bunn Level: Overview National Brokerage takes underwriting to an elite new level with the acquisition of Buddy Bunn. Watch this webcast in which we discuss this strategic move. You will learn why Buddy is known as the very best large-case field underwriter in the life insurance business today and why he chose to join National. Recorded Webcast: PART 2 - Multi-Million Dollar Annuity Sales Concepts from Top Producers Recorded On: 9/3/09 Presenters: Jerald Welch Level: Overview In Part 2 of this informative webcast Jerald Welch of the National Brokerage Annuity division shares his experience from the 2009 Senior Market Advisor Expo in Las Vegas. Watch and learn how to make more commission by getting more sales and more clients with ideas shared by Multi Million Dollar Annuity Producers. Recorded Webcast: PART 1 - Multi-Million Dollar Annuity Sales Concepts from Top Producers Recorded On: 8/27/09 Presenters: Jerald Welch Level: Overview In this informative webcast Jerald Welch of the National Brokerage Annuity division shares his experience from the 2009 Senior Market Advisor Expo in Las Vegas. Watch and learn how to make more commission by getting more sales and more clients with ideas shared by Multi Million Dollar Annuity Producers. Recorded Webcast: Premier Bonus Plan Recorded On: 8/26/09 Presenters: Greg Sabala and Jake Kujala Level: Advanced 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 recieved 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. Recorded Webcast: Genworth Annuities Recorded On: 8/20/09 Presenters: Justin Shipman of Genworth Level: Intermediate Join the National Brokerage Annuity Team and Justin Shipman of Genworth Financial. In this webcast we look at opportunities to turn insurance tax losses into annuity opportunities! Also we discuss alternatives to dwindling income guarantees offered by variable annuity income benefits, in addition to other sales and prospecting ideas. We also discuss Genworth's stable of competitive, client friendly products including their unique Single Premium Immediate Annuity (SPIA) with liquidity features. Recorded Webcast: Pension and Annuity Maximization Recorded On: 8/19/09 Presenters: Jake Kujala Level: Intermediate 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. Recorded Webcast: Benefits and Policy Review Recorded On: 8/5/09 Presenters: Todd Ruplinger and Greg Sabala Level: Overview 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. Recorded Webcast: National Team Recorded On: 7/29/09 Presenters: Todd Ruplinger Level: Overview 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! Recorded Webcast: ANICO Annuity Products Recorded On: 7/23/09 Presenters: Jeff Moore of ANICO Level: Intermediate Watch this webcast as Jeff Moore of ANICO presents some of their annuity product information: One of the most popular Single Premium Immediate Annuity products with a commuted value option Split Annuity concept! Some of the highest rate multi-year guaranteed annuities(MYGA) A Deferred Annuity with no maximum issue age Annuities that provide options to get all your premium back if you surrender early A little used hidden gem crediting method on fixed index annuities that could be the best option ever! Recorded Webcast: Indexed ULs Recorded On: 7/22/09 Presenters: Lance Bartona and Todd Ruplinger Level: Intermediate 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. Recorded Webcast: MyConcierge Service Recorded On: 7/15/09 Presenters: Lance Bartona and Greg Sabala Level: Overview Missing sales because you don't have the time? National Brokerage has the solution. Watch this brief webcast and when you leave you will be armed with your own sales team ready to assist you. Are you passing by life insurance cases because you don't have the time? Tired of all the paperwork with life insurance and the long process? Focused on other areas? Enjoy the sale, but hate the process? Want to cut the underwriting process in half and double your income? National's MyConcierge team can grow your office and enable you to take advantage of all sales opportunities. Watch this webcast to learn how. Recorded Webcast: Bonus Annuities Recorded On: 7/9/09 Presenters: Charley Scott Level: Intermediate This webcast covers multiple products from various companies in the world of bonus fixed annuities. Bonus Fixed Annuities have been championed as the savior of many retirement plans and led the charge in fixed annuity sales. On the other side, bonus fixed annuities have also been criticized for their overuse and misuse. Avoid falling on the side of overuse and misuse. Find out how to understand and use bonus annuities correctly! Recorded Webcast: OES Overview Recorded On: 7/1/09 Presenters: Todd Ruplinger and Eric Carlson Level: Overview 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. Recorded Webcast: National Stimulus Plan Recorded On: 6/17/09 Presenters: Todd Ruplinger Level: Overview 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. Recorded Webcast: Two products in one! Annuity combined with Long Term Care! Recorded On: 6/11/09 Presenters: David Royer (National Sales Director from Guaranty Income Life Insurance Company) Level: Intermediate Learn about ANNUICARE® from GILICO! The Annuity with a Long Term Care Insurance Rider. Learn why Annuity/LTC Combo sales will Triple in 2010 Learn about the New Guaranteed Issue Annuity that offers Real Benefits for Long Term Care Expenses Triple the annuity value for Long Term Care coverage! Learn about the 4 year annuity with 4% interest from GILICO! Hear about using GILICO and their software for multigenerational IRA planning! Recorded Webcast: Basics of Insurance Recorded On: 6/10/09 Presenters: Greg Sabala Level: Overview 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. Recorded Webcast: National Value Recorded On: 6/3/09 Presenters: Todd Ruplinger Level: Overview During this webast 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. Recorded Webcast: Agent Website Builder Recorded On: 5/27/09 Presenters: Eric Carlson and Greg Sabala Level: Intermediate 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. Recorded Webcast: Premium Finance Market Recorded On: 5/20/09 Presenters: Cary Ruplinger Level: Overview In this webcast we discuss the current premium finance market. Cary talks about where the opportunities are right now and how National can get you to the finish line. Recorded Webcast: MyConcierge Q&A Recorded On: 5/13/09 Presenters: Greg Sabala and Paul Miller Level: Overview Ever needed more time in the day to get your job done? Don't go out and hire a new employee when you can utilize the MyConcirge service at National Brokerage to multiply yourself with no overhead. View this webcast where we answer the most commonly asked questions about MyConcierge. Recorded Webcast: Settlements Made Easy Recorded On: 5/6/09 Presenters: Todd Ruplinger Level: Overview Any of you that have completed or tried to complete a settlement transaction are going to say "Settlements Made Easy" is an oxymoron. In this webcast, National shows you how you can partner with us on these transactions and turn this process around. We have the funds ready and the process streamlined. Please watch this webcast to add a powerful tool to your practice. You can double your income if you implement what we will teach you. Please give us the opportunity to earn and grow your business. Recorded Webcast: Annuities Recorded On: 4/29/09 Presenters: Todd Ruplinger and Jerald Welch Level: Overview That has never been more true than today. With the current market volitility, clients are clamering for stability in their retirement portfolio. Annuities are a natural fit and now is the time to capitalize on the annuity industry. Please view this webcast as Jerald Welch, the lead of our annuity division, discusses the different products we have available and the most effective way to be marketing to your clients. Recorded Webcast: OES Importer and Advanced Search Recorded On: 4/22/09 Presenters: Greg Sabala and Eric Carlson Level: Intermediate 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 deomgraphic 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. Recorded Webcast: Charitable Opportunities Recorded On: 4/17/09 Presenters: Lance Barton Level: Advanced 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 Recorded Webcast: Meet the Underwriter Recorded On: 4/15/09 Presenters: Greg Sabala and Jaci Broniszewski Level: Intermediate 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. Please watch this webcast where we meet with the National Brokerage head underwriter and review common impairments, the questions to ask and the ability to bring clarity to the impaired risk life marketing. Recorded Webcast: Wish There Were Two of You? Recorded On: 4/8/09 Presenters: Todd Ruplinger Level: Overview 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. Recorded Webcast: Business Valuation for Business Owners and Executive Solutions Recorded On: 4/3/09 Presenters: Mike Connell and Rick Helms (of Principal Life) Level: Overview 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. Recorded Webcast: Non Med Term Exchange Recorded On: 4/1/09 Presenters: Todd Ruplinger, Greg Sabala and Eric Carlson Level: Overview 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. Recorded Webcast: Make an extra $100,000 (Non-Convertitible Term) Recorded On: 3/25/09 Presenters: Todd Ruplinger Level: Intermediate 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. Recorded Webcast: OES Feature Highlight Recorded On: 3/18/09 Presenters: Eric Carlson and Jason Preszler Level: Intermediate 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 advacned case searches, automatic case summary emails, reporting, hierarchies, mass emailing, email templates and smart tags. Recorded Webcast: Advanced Cases, Traditional Premium Finance Recorded On: 3/13/09 Presenters: Mike Connell Level: Intermediate Director of Financing Mike Connell presents a number of ways to illustrate and sell concepts using traditional premium finance. Recorded Webcast: National Offers Recorded On: 3/11/09 Presenters: Todd Ruplinger and Greg Sabala Level: Overview 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. Recorded Webcast: Underwriting Recorded On: 3/4/09 Presenters: Lance Barton and Jaci Broniszewski Level: Overview 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. Recorded Webcast: Advanced Cases, AR Financing Recorded On: 2/27/09 Presenters: Jace Kujala Level: Intermediate 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. Recorded Webcast: MyConcierge Recorded On: 2/25/09 Presenters: Brad Renzelman and Paul Miller Level: Overview Imagine a world with no paperwork??? Imagine a world with more money??? Imagine a world with more time??? Make these ideas become a reality with MyConcierge Service! In this webcast we discuss the benefits of using MyConcierge, how to increase your placed percentages and how to utilize Policy Review with MyConcierge. Are you licensed but don't sell much life insurance? Let us do it for you! Click here to view the powerpoint slides from this presentation. Recorded Webcast: Back to the Basics Recorded On: 2/18/09 Presenters: Lance Barton and Todd Ruplinger Level: Overview 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. Recorded Webcast: Settlement Market Recorded On: 2/11/09 Presenters: Todd Ruplinger Level: Overview Down turns in the market, instability within the industry... and there just seems to be more questions than answers. Allow National Brokerage to help bring clarity and stability back to the Life Settlement industry. In this webcast we discuss the market effects on the industry and how to find viable cases; all with 100% transparency, showing all offers in real time. Recorded Webcast: OES Customer Importer and Tagging Recorded On: 2/4/09 Presenters: Greg Sabala and Eric Carlson Level: Advanced 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. All of these tools are extremely valuable to better target new sales opportunities and always stay in front of your clients. The best relationships are the ones you have already forged by performing for your clients and getting them coverage. Use our tools to market smarter, rather than harder. Recorded Webcast: Premium Finance Update Recorded On: 1/28/09 Presenters: Greg Sabala and Mike Connell Level: Overview The premium finance market place changes on an almost daily basis. In this webcast, we present an update on current market conditions and the impact on our ability to fund cases. Recorded Webcast: OES Case Status and Search Recorded On: 1/21/09 Presenters: Greg Sabala and Eric Carlson Level: Intermediate 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. Recorded Webcast: OES Mass Emailer Recorded On: 1/14/09 Presenters: Greg Sabala and Eric Carlson Level: Advanced 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. Recorded Webcast: OES Next Step Recorded On: 1/9/09 Presenters: Greg Sabala and Eric Carlson Level: Intermediate 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. Recorded Webcast: Market Changes for 2009 Recorded On: 1/7/09 Presenters: Principal Lance Barton and Financing Director Mike Connell Level: Overview Lance discusses the market changes from 2008 and our direction for 2009. We believe 2009 can be a year of growth even in this tough economy. In this webcast we will discuss where we feel there is an opportunity for all of us to grow our business within the life insurance, premium financing and the settlement markets. Recorded Webcast: MFGI Company Merger Announcement (Wednesday) Recorded On: 12/17/08 Presenters: Principal Todd Ruplinger and Executive Vice President Brad Renzelman Level: Overview Todd Ruplinger and Brad Renzelman announce the merger of Mountain Financial with Select Brokerage Services to form National Brokerage. Recorded Webcast: SBS Company Merger Announcement (Tuesday) Recorded On: 12/16/08 Presenters: Principal Lance Barton Level: Overview Lance Barton announces the merger of Mountain Financial with Select Brokerage Services to form National Brokerage. Recorded Webcast: MFGI Company Merger Announcement (Monday) Recorded On: 12/15/08 Presenters: Principals Todd Ruplinger and Lance Barton Level: Overview Todd Ruplinger announces the merger of Mountain Financial with Select Brokerage Services to form National Brokerage. Recorded Webcast: Phoenix Life Recorded On: 12/10/08 Presenters: Greg Sabala, Phoenix Life representative Bill Reynolds Level: Overview Phoenix Life representative Bill Reynolds discusses their current product portfolio and where they are best used in the life insurance markets. Recorded Webcast: Meet the Underwriter Recorded On: 11/26/08 Presenters: Greg Sabala, Jaci Broniszewski Level: Intermediate 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. Recorded Webcast: Minnesota Life Recorded On: 11/19/08 Presenters: Greg Sabala, MN Life Representatives Level: Overview Representatives from Minnesota Life share information about the strengths of their company as well as some information about their product portfolio. Recorded Webcast: Life Settlement Market Recorded On: 11/12/08 Presenters: Greg Sabala, Travis Gray Level: Overview Watch this webcast to get a review of the life settlement market. We share current trends and insight into how the current credit markets are affecting the settlement market, as well as provide ideas to increase settlement flow. Recorded Webcast: John Hancock Product Portfolio Recorded On: 11/5/08 Presenters: Greg Sabala, David Arndorfer of John Hancock Level: Overview In this webscast we have a discussion with David Arndorfer of John Hancock. He presents their life insurance product portfolio and lets us know their most competitive markets. Click here to view the John Hancock powerpoint from this presentation. Recorded Webcast: Meet the Underwriter Recorded On: 10/29/08 Presenters: Greg Sabala, Jaci Broniszewski Level: Intermediate 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. Recorded Webcast: MyConcierge Service Recorded On: 10/22/08 Presenters: Greg Sabala, Paul Miller and Eric Carlson Level: Overview MyConcierge is a specialized team within National Brokerage that is designed to help agents have more time, be more efficient and ultimately earn more money! The MyConcierge team partners with the agent to conduct the preliminary interview, determine the health rating, process the application and medical exam, handle all underwriting requirements (direct with the client) and deliver the policy! Watch this webcast to learn about the whole process. PLEASE NOTE: The first 60 seconds of this meeting are cut off on the recording, so only a small portion is missing. Recorded Webcast: Premium Financing Recorded On: 10/8/08 Presenters: Renee Williams Level: Overview During these turbulent times in the market, premium financing has become an area of questions rather than answers. On this webcast we discuss premium financing and where the hybrid and traditional markets currently are. We also dispel rumors that are floating around in the market place. PLEASE NOTE: The first 60 seconds of this meeting are cut off on the recording, so only a small portion is missing. Recorded Webcast: Preliminary Underwriting Recorded On: 10/1/08 Presenters: Greg Sabala and Eric Carlson Level: Overview Whether you are in the premium financing market or just trying to handle an individual life case, placing the client with the best carrier can always be difficult. When client has health concerns, allow National Brokerage to do the homework for you. By using our preliminary underwriting process you can be assured that you have matched the best carrier and product with each of your clients. Watch this webcast to see how we handle these cases and show you how easy it is to view case status information using our One-E-System. Recorded Webcast: OES Importer and Email Recorded On: 9/24/08 Presenters: Greg Sabala and Eric Carlson Level: Intermediate 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 Recorded Webcast: Policy Review Recorded On: 9/17/08 Presenters: Greg Sabala and Eric Carlson Level: Overview 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 PLEASE NOTE: This is a re-record of the original webcast.