National Brokerage is a BGA that teams with life and annuity agents to offer the best service and products in the industry. We represent over 50 insurance carriers providing the most competitive products and compensation. National will make every process simple for you including contracting, taking the application and keeping track of your business. National has developed the industry's leading technology platform, the OES, by listening to our agents and tailoring around each agent's individual needs.
 
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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.

Filter the Webcasts below by Topic: 



OES Training - Introducing the NEW Call Queue!
Recorded On: 4/9/2014
Presenters: Eric Carlson
Level: Overview
Keywords: OES

Take the guess work out of your contact history!

Take an indepth look at the all NEW OES Call Queue Feature! The OES call queue is sure to enhance your productivity and keep you, and your customers, engaged!

Find out how the OES can build you a more efficient and organized business. Plus, grow your sales through followup and marketing tools. You won't want to miss this webcast!


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Healthcare Reform - Community Rating Compared to Alternate Funding
Recorded On: 3/19/2014
Presenters: AJ Little
Level: Overview
Keywords: Health, Marketing/Product Ideas

National Brokerage has a system that WORKS!

National Brokerage offers the INSIDE LINK to Affordable Alternatives for YOUR 51+ Employer Groups.

  • Employers with hourly, part time and uninsured employees need a strategy that's affordable
  • Refresh your Screen with Affordable Budgeting, National Brokerage offers solutions for 2014 through 2016 addressing the ACA mandates
  • Provides cash flow and reserves to fund employer's mandated Minimum Value Plans in 2015
  • California, New Jersey and New York now have access to affordable group coverage

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The IUL Breakdown with North American
Recorded On: 3/5/2014
Presenters: Chris Kincaid, Jason Preszler, Troy Haman
Level: Overview
Keywords: Marketing/Product Ideas

Interested in selling indexed life, but confused on how it works?

Whether you are new to indexed life or just looking for some new sales ideas, North American presents the mechanics of IUL products. Find out where the sweet spots are and how you can better explain the concepts when presenting them to your clients.


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Underwriting 101 - Cerebrovascular Disease (stroke and TIA)
Recorded On: 3/04/2014
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the definitions of strokes and TIAs, types of strokes, statistics, causes, signs and symptoms, testing, treatment, complications, risk factors, classifying the stroke risk and potential ratings for strokes & TIAs followed by case studies.

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Healthcare Reform Community Rating 2014- Community Rating Will Impact Your Block Of Business
Recorded On: 02/26/2014
Presenters: Greg Patterson
Level: Overview
Keywords: Health, Marketing/Product Ideas

We talked about the advantages of Alternate-Funded Health Plans compared to the fully insured insured competition. Why support an unhealthy risk pool. Learn how you can make your clients' healthcare service with an ROI attached.

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IUL for the Real World
Recorded On: 2/19/2014
Presenters: Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

Real families need real results. Discover real world applications for the IUL market.

Contrary to the popular belief of clients, indexed universal life isn't too good to be true.

  • Retirement Planning
  • Business Planning
  • Premium Finance
  • IUL for the conservative client
  • IUL Online Marketing

National Brokerage will show you where the sweet spots are for IUL products and how to better explain the real world benefits to your clients.


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Get Ahead of the Pack
Recorded On: 2/12/2014
Presenters: Chris Kincaid, Jason Preszler
Level: Overview
Keywords: Marketing/Product Ideas

High quality leads to high quality professionals. National Brokerage has delivered an exclusive IUL lead program. Average premiums over $5000!

  • Exclusive - The lead is only sold once and only offered to NB producers.
  • Limited - The volume is limited by state. Be the first to lock up your area!
  • Profitable – Our agents have experienced amazing returns on their investments.
  • Qualified – These prospects are interested in Cash Value Life insurance and have requested someone to contact them.

Supply is limited


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Missed Opportunities
Recorded On: 2/05/2014
Presenters: Greg Sabala, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

While fishing for whales...Don't miss out on other opportunities.

Opportunity comes in all shapes and sizes!

Don’t let ANY opportunity pass you by. From large estate plans, to simplified issue term, National Brokerage will show you how to capitalize in ALL markets.


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Underwriting 101 - Breast Cancer
Recorded On: 2/04/2014
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed statistics, types of breast cancer, risk factors, stage & grade of breast cancers, treatment, prognosis, potential ratings and case studies.

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Survivor Man
Recorded On: 1/29/2014
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

You Need the Best!

The Life Insurance Market is highly competitive. You need to...

  • Have the best Marketing system
  • Have best products to offer your clients
  • Have the best Qualified leads

Learn how National Brokerage's exclusive products and marketing system can do more than just help you survive, it will help you flourish!


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Healthcare Reform Community Rating 2014 - Early Renewals Did Not Solve the Community Rating!
Recorded On: 1/22/2014
Presenters: AJ Little
Level: Overview
Keywords: Health, Marketing/Product Ideas

Find Your Solution!

In this webcast we discussed how other brokers in your market area have found a solution by taking a proactive approach.


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You're Eligible for a Free Upgrade
Recorded On: 1/15/2014
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

We deliver what works!

Our industry is more competitive than ever and your Brokerage/ MGA/ GA/ IMO needs to offer you more.

National Brokerage stands alone with the value we bring to our agents by providing award winning technology, just featured in Best Review: http://viewer.zmags.com/publication/3effda2c#/3effda2c/22

  • Awareness of who our boss is...You!
  • Tailored personal service
  • Amazing marketing system
  • Cash value life leads
  • Social media marketing
  • Free lead generating websites

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Where are we and where are we going in 2014?
Recorded On: 1/08/2014
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

Where are you headed?

Where is the insurance industry headed?

What changes are on the horizon?

What do consumers what?

What do I need to do to get more sales?

Take a look into the future and learn what you need to do to be successful in 2014. Timing is everything, be ahead of the curve.


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Underwriting 101 - Heart Valve Disease and Disorders
Recorded On: 1/07/2014
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed heart valve anatomy, disease & disorders of the heart valves including bicuspid aortic valves, aortic and mitral stenosis & regurgitation or insufficiency, heart murmurs, mitral valve prolapse (MVP), symptoms and complications of valve problems as well as testing & treatment followed by potential ratings and case studies.

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$100,000 Commission Check Waiting For You
Recorded On: 12/08/2013
Presenters: Jason Preszler, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

We provide you with three true case studies where the agents all made over $100,000 of commission with National Brokerage this year.

Each case is different, but fairly simple and something you can apply to your practice! Learn how you land the large cases next year and set new heights for 2014.


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Cash Value Life Insurance Leads: Set Your Course For Success
Recorded On: 11/20/2013
Presenters: Greg Sabala, Jake Thompson and Nick Drzayich
Level: Overview
Keywords: Marketing/Product Ideas

Exclusive IUL Leads produce results. The IUL Market is highly competitive; learn how you can have an advantage in this market.

  • Exclusive internet based leads with competitive pricing
  • Educated on cash value life insurance BEFORE they submit their contact information
  • Personalized auto-responder sent to your client
  • Limited agents per state
  • Leads are automatically imported into your OES account
  • Order directly through OES

Supply is limited


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Stop fighting with social media marketing
Recorded On: 11/13/2013
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

Understand this shift in consumer behavior

  • Social Media services have hit three billion users worldwide.
  • 75% of Adults in United States use social media.
  • The number of users has tripled in the last three years!

This is not a fad, this is a change in consumer behavior. Learn how this remarkable growth can be paralleled in your insurance practice. NB will show you how ride this tidal wave of momentum to amazing growth.


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Healthcare Reform Community Rating 2014 - Where's the affordable care submit button?
Recorded On: 11/6/2013
Presenters: Greg Patterson
Level: Overview
Keywords: Health, Marketing/Product Ideas

We discussed how National Brokerage offers the INSIDE LINK to Affordable Alternatives for YOUR 51+ Employer Groups.

  • Employer‘s with hourly, part time and uninsured employees need a strategy that's affordable
  • Refresh your Screen with Affordable Budgeting, National Brokerage offers solutions for 2014 through 2016 addressing the ACA mandates
  • Provides cash flow and reserves to fund employer's mandated Minimum Value Plans in 2015
  • California, New Jersey and New York now have access to affordable group coverage


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Underwriting 101 - Crohn's Disease
Recorded On: 11/05/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We talked about some of the differences between Crohn’s Disease & Ulcerative Colitis as well as statistics, symptoms, testing, complications, treatment, prognosis, how to classify the risk for underwriting purposes, potential ratings and case studies.

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Treat your clients' like VIPs
Recorded On: 10/30/2013
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

Stop wasting your clients' time.

When consumers were asked why they are choosing online options versus dealing with a life agent, they replied: "It's faster and more convenient". National Brokerage will show you how to cut your processing time in half. Faster quotes, faster apps, faster underwriting = happier clients.

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Only the strong will survive with National Brokerage's IUL program
Recorded On: 10/16/2013
Presenters: Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

The IUL Market is Competitive!

95% of all agents are going for the same 5% of consumers; how can you separate yourself from the rest?

  • Have the best IUL
  • Have the best IUL Lead
  • Have the best IUL Marketing System

All are exclusive to National Brokerage!


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National Brokerage delivers exclusive IUL leads
Recorded On: 10/09/2013
Presenters: Todd Ruplinger, Jake Thompson and Nick Drzayich
Level: Overview
Keywords: Marketing/Product Ideas

Good Prospects = Sales

Finally there is an excellent Index Universal Life leads program. Average premium over $5,000!

  • Exclusive - The lead is only sold once, only offered to NB producers
  • Limited - The volume is limited by state, be the first to lock up your area
  • Profitable – Our agents have experienced amazing return on their investments
  • Qualified – These prospects are interested in Cash Value Life insurance and have requested someone to contact them

Supply is limited


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Underwriting 101 - Melanoma
Recorded On: 10/01/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the types of melanoma, risk factors, the ABCDs of melanoma, staging, treatment, potential ratings and case studies.

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Healthcare Reform Community Rating 2014- Community Rating Will Impact Your Block Of Business
Recorded On: 9/27/2013
Presenters: Greg Patterson
Level: Overview
Keywords: Health, Marketing/Product Ideas

We talked about the advantages of Alternate-Funded Health Plans compared to the fully insured insured competition. We broke down why employers and carriers are jumping ship to alternate funded platforms.

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Underwriting 101 - Lymphoma
Recorded On: 9/17/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We focused our discussion on the 2 most common types (Hodgkin’s and Non-Hodgkin’s) and talked about what they are, statistics, symptoms, testing, stage & grade, treatment, prognosis, potential ratings and case studies.

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Underwriting 101 - Seizure Disorders
Recorded On: 9/10/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what seizure disorders are, types of seizure disorders, statistics, testing and diagnosis, treatment, prognosis, potential ratings and case studies.

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Annuity Training- Blueprint For Success
Recorded On: 8/28/2013
Presenters: Nate Arroyo
Level: Overview
Keywords: Annuities

Learn how National Brokerage can help you double your Annuity Production by the end of 2013. We have invested time and resources to make your Annuity Business a priority at National Brokerage. From lead programs, quoting software, sales presentations, and client acquisition material we value your business and want to show you we have everything you need when it comes to growing your Annuity Business!

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Underwriting 101 - DUI and Moving Violations
Recorded On: 8/27/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed US statistics, driving risk factors, underwriting tools used for driving risks, factors that affect offers, potential ratings and case studies.

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Healthcare Reform Community Rating 2014 - Solve the Riddle of Pay or Play
Recorded On: 8/21/2013
Presenters: Greg Patterson, Kristi Raleigh
Level: Overview
Keywords: Health, Marketing/Product Ideas

We talk about the sweeping changes taking place in the healthcare industry. Discover how employer group strategies are being implemented to avoid emerging penalties.

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Underwriting 101 - Colon Cancer
Recorded On: 8/20/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed statistics, risk factors, symptoms, screening/testing, treatment, prognosis, medical surveillance, stage & grade of colon cancers, potential ratings and case studies.

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The NB 360 Game Changer has launched
Recorded On: 8/14/2013
Presenters: Greg Sabala, Eric Carlson
Level: Overview
Keywords: Marketing/Product Ideas

Our exclusive NB360 Game Changer Marketing System for Cash Value Life/IUL sales has launched! It has been an honor to develop and present to you, a truly compelling suite of proprietary tools tailored to your needs in driving IUL and Cash Value Life Insurance sales.

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Underwriting 101 - Rheumatoid Arthritis
Recorded On: 8/13/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what RA is, statistics, symptoms, extra-articular manifestations, testing, diagnosis, treatment, prognosis, risk classification for insurance medicine, favorable & unfavorable features, potential ratings and case studies.

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Underwriting 101 - Barrett’s Esophagus
Recorded On: 8/08/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the nature of this disorder, risk factors, symptoms, testing, treatment, complications, potential ratings and case studies.

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Underwriting 101 - Sleep Apnea
Recorded On: 7/30/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed definitions & statistics, common abbreviations, characteristics of sleep apnea, common contributing factors, symptoms, testing and sleep study results, complications, treatment, prognosis, risk classification and potential ratings as well as case studies.

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Underwriting 101 - Table Shave and Crediting Programs
Recorded On: 7/23/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the differences between table shave programs and healthy crediting programs as well as the various programs offered by some of our core carriers.

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Underwriting 101 - Multiple Sclerosis (MS)
Recorded On: 7/9/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what MS is, statistics, disease classification, symptoms, testing, treatment, prognosis, classifying the risk on the EDSS scale, potential ratings and case studies.

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Key Strategies for Avoiding PPACA Penalties for Concerned Employer Groups
Recorded On: 6/27/2013
Presenters: Greg Patterson, Kristi Raleigh
Level: Overview
Keywords: Health, Marketing/Product Ideas

In this follow up webcast we shed more light on the PPACA and go over employer group stategies for avoiding emerging penalties.

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Underwriting 101 - Substance Abuse
Recorded On: 6/25/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed statistics, alcohol consumption equivalents, signs & symptoms of alcoholism, characteristics of alcohol & drug abuse, physical manifestations of abuse, treatment, insurance testing, info needed to quote, favorable underwriting factors, recreational marijuana use, potential ratings and case studies.

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Key Strategies for Avoiding PPACA Penalties for Concerned Employer Groups
Recorded On: 6/20/2013
Presenters: Greg Patterson, Heath Parker
Level: Overview
Keywords: Health, Marketing/Product Ideas

In this webcast we shed some light on the PPACA and go over employer group stategies for avoiding emerging penalties.

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Underwriting 101 - Migraines
Recorded On: 6/18/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what migraines are, causes & triggers of migraines, risk factors, the 4 phases of migraine, testing, treatment, complications, potential ratings and case studies.

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Social Media Marketing for Agents - NB's Proprietary Engine Eliminates Hassles of Social Media Marketing
Recorded On: 6/12/2013
Presenters: Todd Ruplinger,Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

Social Media Marketing, for agents with the National Brokerage 360 Marketing Game Changer package, is designed to generate leads for individual agents and enable inbound and outbound marketing to build your business.

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Underwriting 101 - Mood Disorders
Recorded On: 6/11/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed various types of mood disorders including depression, anxiety, PTSD, Bipolar Disorder & psychotic disorders such as schizophrenia. We provided details about these types of mood disorders including statistics, treatment, favorable & unfavorable features, risk classifications, potential ratings and case studies.

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OES Weekly Training
Recorded On: 6/6/2013
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.

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Underwriting 101 - Scleroderma
Recorded On: 6/4/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what this disease is, the types of Scleroderma, causes, risk factors, statistics, symptoms, testing, treatment, prognosis, complications, potential ratings and case studies.

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Healthcare Reform Community Rating 2014 - 7 Secrets to Disability Insurance Success
Recorded On: 5/22/2013
Presenters: Greg Patterson, Andrew Gilmore
Level: Overview
Keywords: Health, Marketing/Product Ideas

We share 7 secrets that agents can utilize to help improve their sales in the disability insurance market.

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Underwriting 101 - Testicular Cancer
Recorded On: 5/21/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed statistics, types of testicular tumors, risk factors, symptoms, testing, treatment, pathology of testicular cancers, complications, potential ratings and case studies.

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Automate IUL Marketing with National Brokerage
Recorded On: 5/15/2013
Presenters: Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we review the creative email and website assets for outbound marketing of IUL with National Brokerage.

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Underwriting 101 - Kidney Disease
Recorded On: 5/14/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed a variety of kidney diseases including Chronic Renal Insufficiency (CRI), Chronic Kidney Disease (CKD), Proteinuria, Hematuria, Nephritis, Nephropathy, Kidney Stones, Polycystic Kidney Disease (PKD) and kidney transplants and provided some info on potential ratings followed by case studies.

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Underwriting 101 - What’s Hot and What’s Not in Underwriting and New Business
Recorded On: 5/7/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed some great things going on at Banner, Lincoln Financial, ING, American General, SBLI, Aviva, Axa & Protective as well as some not so great things going on at Protective, Allianz & SBLI. We discussed the most common causes of delays in the underwriting & new business process and things agents can do to help us help them. Finally, we discussed some underwriting/new business niches for various core carriers including American General, Aviva, Axa, Genworth, Hancock, ING, Lincoln, Protective and PRU.

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Deep Dive into Case Design with IUL
Recorded On: 5/1/2013
Presenters: Mike Szemeredy, Jeremy Scully, Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

Deep Dive into Case Design with IUL from National Life Group/LSW.

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Underwriting 101 - Blood Disorders
Recorded On: 4/30/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed 6 common blood disorders including Anemia, Factor V Leiden, Hemochromatosis, Polycythemia Vera, Thrombocythemia & Thrombocytopenia. We talked about what these are, symptoms, risk classifications, treatment, screening and potential ratings followed by case studies.

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Healthcare Reform Community Rating 2014 - Clearing the Smoke
Recorded On: 4/24/2013
Presenters: Greg Patterson, Steve Inch
Level: Overview
Keywords: Health, Marketing/Product Ideas

Clearing the Smoke about the Healthcare Reform Act and what agents should be aware of when working with your business clients.

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IUL Home Run Training Camp - Premium Finance and IUL
Recorded On: 4/18/2013
Presenters: Cary Ruplinger, Greg Sabala, Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

Learn how IUL and Premium Finance deals are related and how you can best capitalize on the many Premium Finance deal flow in today’s market.

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The Power of Living Benefits - LSW National Life's FlexLife IUL in Focus
Recorded On: 4/17/2013
Presenters: Steve Inch, Jeremy Scully
Level: Overview
Keywords: Marketing/Product Ideas

Steve Inch of National Brokerage and Jeremy Scully of LSW/National Life Group discuss National Life Group's "Life Event Story" & IUL Product Introduction.

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Underwriting 101 - MGUS (monoclonal gammopathy of undetermined significance) and multiple myeloma
Recorded On: 4/16/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

Today we discussed what these conditions are, statistics, testing, cause & treatment, complications, risk factors, prognosis and mortality risk, favorable & unfavorable underwriting factors, potential ratings and case studies.

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IUL Triple Play Training Camp For New IUL Agents - Pt.3
Recorded On: 4/15/2013
Presenters: Chris Kincaid, Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

National Brokerage's exclusive IUL "Triple Play" Training Camp is ideally suited for those agents interested in learning the best strategies and tactics to begin integrating sales of IUL into their practice. This Training Camp consists of three (3) X one (1) hour session webinars scheduled for consecutive Monday mornings at 9:00 am MST on April 1, April 8, and April 15, 2013.

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Annuity Training - Game Changer Prospecting System
Recorded On: 4/12/2013
Presenters: Nate Arroyo, Steve Inch
Level: Overview
Keywords: Annuities

In this webcast we go over details of our Game Changer Prospecting System.

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Marketing Trend or Fad: Thought-Provoking Ideas for Your Business
Recorded On: 4/10/2013
Presenters: Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

We discuss the current/emerging states of marketing and the trends that are defining it.

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Underwriting 101 - Prostate Cancer
Recorded On: 4/9/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed statistics, symptoms, diagnosis, stage & Gleason grade, treatment, PSA and free PSA levels, PSA velocity, precancerous finding of PIN (prostatic intraepithelial neoplasia), survival rates, data that makes up a prostate cancer rating, postpone periods, standard & preferred consideration, potential ratings, cases that are usually declined, 3 specific carrier niches and case studies.

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IUL Triple Play Training Camp For New IUL Agents - Pt.2
Recorded On: 4/8/2013
Presenters: Steve Inch, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

National Brokerage's exclusive IUL "Triple Play" Training Camp is ideally suited for those agents interested in learning the best strategies and tactics to begin integrating sales of IUL into their practice. This Training Camp consists of three (3) X one (1) hour session webinars scheduled for consecutive Monday mornings at 9:00 am MST on April 1, April 8, and April 15, 2013.

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IUL Home Run Training Camp For Advanced IUL Agents - Pt. 1
Recorded On: 4/4/2013
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

National Brokerage's exclusive IUL "Home Run" Training Camp is ideally suited for experienced IUL-focused agents interested in learning how to improve your game. This Training Camp consists of three (3) X one (1) hour session webinars scheduled for consecutive Thursday mornings at 10:00 am MDT on April 4, April 11, and April 18, 2013.

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Power of Brand To Your Bottom Line
Recorded On: 4/3/2013
Presenters: Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we discuss the Power of Brand to Your Agency, what it is, what it means to you, and guidelines for developing a strong brand as an Agent.

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Underwriting 101 - Tobacco and Marijuana Use Guidelines
Recorded On: 4/2/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed various core carriers tobacco use definitions and individual guidelines for tobacco vs non-tobacco rates as well as information that determines ratings for marijuana users.

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IUL Triple Play Training Camp For New IUL Agents - Pt.1
Recorded On: 4/1/2013
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

National Brokerage's exclusive IUL "Triple Play" Training Camp is ideally suited for those agents interested in learning the best strategies and tactics to begin integrating sales of IUL into their practice. This Training Camp consists of three (3) X one (1) hour session webinars scheduled for consecutive Monday mornings at 9:00 am MST on April 1, April 8, and April 15, 2013.

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Healthcare Reform Community Rating 2014 - Your Treasure Map to Circumvention
Recorded On: 3/27/2013
Presenters: Greg Patterson
Level: Overview
Keywords: Health, Marketing/Product Ideas

We identify the current healthcare environment, emerging strategies and what you need to know to plan for 2014.

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Underwriting 101 - Pancreatitis
Recorded On: 3/26/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed acute & chronic forms of pancreatitis, symptoms, testing, treatment, complications, potential ratings and case studies.

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Launch Your IUL Campaign - Capitalize on IUL Marketing Pt.2
Recorded On: 3/20/2013
Presenters: Steve Inch, Jason Konopik
Level: Overview
Keywords: Marketing/Product Ideas

Webcast 2 of 2 in our IUL focused series for New and Seasoned IUL Agents.

Our exclusive Omega Builder IUL is a game-changing product. We have developed a compelling marketing program in support of this product offering. This series of 2 webcasts gives you all the details. Hear about National Brokerage's plans for training, support, and marketing of Omega Builder IUL for new and seasoned agents -- At National Brokerage, our focus is to arm you with best-in-class tools, techniques, and advisor resources to enhance your customer relationships, free you up to maximize revenue opportunities with your clients, and drive profitability.

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Underwriting 101 - Family History
Recorded On: 3/19/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the importance of family history to the underwriting process, what family members are included, what impairments may be included, core carriers specific guidelines, gender specific cancer exclusions, some exceptions and credits, as well as case studies.

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Launch Your IUL Campaign - Capitalize on IUL Marketing Pt.1
Recorded On: 3/13/2013
Presenters: Steve Inch, Jason Konopik
Level: Overview
Keywords: Marketing/Product Ideas

Webcast 1 of 2 in our IUL focused series for New and Seasoned IUL Agents.

Our exclusive Omega Builder IUL is a game-changing product. We have developed a compelling marketing program in support of this product offering. This series of 2 webcasts gives you all the details. Hear about National Brokerage's plans for training, support, and marketing of Omega Builder IUL for new and seasoned agents -- At National Brokerage, our focus is to arm you with best-in-class tools, techniques, and advisor resources to enhance your customer relationships, free you up to maximize revenue opportunities with your clients, and drive profitability.

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Underwriting 101 - Kidney Cancer
Recorded On: 3/12/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what it is, statistics, risk factors, types, symptoms, testing, treatment, complications, prognosis, staging, potential ratings and case studies.

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Annuity Roundtable
Recorded On: 3/8/2013
Presenters: Nate Arroyo
Level: Overview
Keywords: Annuities

In this webcast Nate Arroyo and Brian Lowry discuss the future of annuities and the consumer shift into safe money strategies.

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Simple Steps to Cutting Processing Time in Half
Recorded On: 2/27/2013
Presenters: Todd Ruplinger, Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we discuss emerging consumer trends in the purchasing insurance; consumers are evolving and so is the industry. Enhance your marketing efforts and increase efficiency with our OES.

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Underwriting 101 - Diabetes
Recorded On: 3/05/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the different types of diabetes, statistics, symptoms, complications, treatment, blood glucose & A1c, control, prognosis, albuminuria, risk classifications & ratings, credits and case studies.

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Maximize Your Revenues with Omega Builder IUL
Recorded On: 2/27/2013
Presenters: Todd Ruplinger, Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we go over the finer points of our new, exclusive IUL product the Omega Builder IUL.

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Underwriting 101 - Obesity
Recorded On: 2/26/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed definitions, statistics, causes, complications and co-morbid conditions, treatment including bariatric surgery, prognosis, potential ratings & case studies.

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Boost Your Sales in 2013
Recorded On: 2/20/2013
Presenters: Greg Sabala, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

We discuss the finer points of our MyConcierge service and how they can help decrease the time taken in submitting cases. We also go over MyConcierge's LTC expertise.

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Underwriting 101 - Coronary Artery Disease: The Basics
Recorded On: 2/19/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

Today we discussed what CAD is, risk factors, symptoms, coronary spasm, heart attack, descriptions of the coronary vessels, information that defines the extent & severity of CAD, testing, treatment, complications & prognosis, best & worst case scenarios & case studies.

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A Health Care Crazed World Use It To Your Advantage to Drive Sales
Recorded On: 2/13/2013
Presenters: Steve Inch, Greg Patterson
Level: Overview
Keywords: Health, Marketing/Product Ideas

In this webcast we discuss how to leverage current awareness and confusion about health care to drive sales.

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Strength in Numbers - The Omega Builder IUL
Recorded On: 2/06/2013
Presenters: Todd Ruplinger, Jason Konopik, Steve Inch
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we here at National Brokerage, in partnership with AMZ Financial, unveil a new, exclusive IUL product, the Omega Builder IUL.

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Underwriting 101 - Down Syndrome
Recorded On: 2/05/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what down syndrome is, statistics, symptoms, testing, treatment, prognosis & complications, potential ratings and case studies.

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Advanced Case: The Fiscal Cliff
Recorded On: 2/04/2013
Presenters: Michael Szemeredy
Level: Advanced
Keywords: Advanced Cases

In this webcast Michael Szemeredy, Regional Vice President of National Life Group, provides us with details about the fiscal cliff and how this will affect life insurance market.

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Generating Customers for Life
Recorded On: 1/30/2013
Presenters: Steve Inch, Jason Preszler, Chris Kincaid
Level: Overview
Keywords: Marketing/Product Ideas

We discuss critical best practices that drive increases in incoming calls and revenue to your business. Our marketing tools are cutting edge and will help keep your name in front of your clients all while lessening the time you spend managing your clients.

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Underwriting 101 - Cervical Cancer
Recorded On: 1/29/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what cervical cancer is, statistics, symptoms, testing, cancer staging, treatment, prognosis & complications, potential ratings and case studies.

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OES For Life
Recorded On: 1/23/2013
Presenters: Greg Sabala, Eric Carlson
Level: Overview
Keywords: Marketing/Product Ideas, OES

In this webcast we show you how to utilize our virtual marketing and customer resource management system, the OES. Enhance your marketing efforts and increase efficiency; we provide the tools, and it's all 100% FREE to you.

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Underwriting 101 - Top 10 Causes of Unexpected Ratings
Recorded On: 1/22/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed #10 – public records, #9 – inspection reports, #8 – abnormal testing in the APS, #7 – MIB, #6 – Medications, #5 – Build, #4 – Abnormal EKGs, #3 – MVRs, #2 – Unadmitted/confidential information found in the APS and finally, #1 – abnormal lab results.

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How Do You Make a Million Dollars in 2013 Selling Life Insurance
Recorded On: 1/16/2013
Presenters: Greg Sabala, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we share the exact marketing approach that has worked for other National Brokerage agents. You will leave with the marketing and product knowledge it takes to make it to the top of our industry.

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Underwriting 101 - Syncope
Recorded On: 1/15/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what it is, what can cause it, the different types/classifications, symptoms, investigations, treatment, prognosis, potential ratings and case studies.

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Underwriting 101 - ADD and ADHD
Recorded On: 1/08/2013
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed symptoms, associated disorders, statistics, treatment, prognosis, risk classification, potential ratings and case studies.

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Underwriting 101 - Elevated PSA (Prostate Specific Agent)
Recorded On: 12/11/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what this is, possible causes, normal ranges, age-adjusted PSA levels, evaluation and testing, treatment, potential ratings & case studies.

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Survival Kit for Transition to 2014
Recorded On: 12/12/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

In this webcast Greg Patterson presents ideas on how to better diversify your practice by partnering with National Brokerage. National Brokerage is an expert in Life, Annuity, Employee benefits and has the technology to help expand your agency.

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Diversify, Diversify, Diversify!
Recorded On: 12/05/2012
Presenters: Greg Sabala, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we talk about diversifying your business and expanding your product offerings to accommodate your client's needs.

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Underwriting 101 - Marfan's Syndrome
Recorded On: 12/04/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed this connective tissue disorder, provided some statistics, discussed complications, symptoms, treatment, prognosis, potential ratings & case studies.

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OES For Life
Recorded On: 11/28/2012
Presenters: Greg Sabala, Eric Carlson
Level: Overview
Keywords: Marketing/Product Ideas, OES

In this webcast we empower you with the information for success by utilizing our virtual marketing system, the OES. This robust, powerful marketing and customer resource management system will streamline your marketing efforts and increase efficiency; and it's all 100% FREE to you! In this webcast we provide a complete walkthrough of the main feature of the OES and their functionalities. The OES is a complete CRM (Customer Resource Management) and VMS (Virtual Marketing System) that will help steamline the process of managing your contacts and business.

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Underwriting 101 - Cerebral Palsy
Recorded On: 11/27/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed what cerebral palsy is, the signs & symptoms, the classification/types, statistics, risk factors, complications, treatment, prognosis, potential ratings and case studies.

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AG38 - Important Deadline for Huge Life Insurance Rate Increase
Recorded On: 11/14/2012
Presenters: Greg Sabala, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we discuss AG38's impact on the UL/Term markets and how to capitalize on this unique opportunity in the industry.

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Underwriting 101 - Thyroid Cancer
Recorded On: 11/13/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the different types of thyroid cancer, statistics, symptoms, testing, treatment, prognosis, complications, staging system used for thyroid cancers, stage groupings, potential ratings and case studies.

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Underwriting 101 - Paralysis
Recorded On: 11/06/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed types of paralysis, statistics, causes, life expectancy, complications, prognosis, potential ratings & case studies.

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Advanced Case: AVIVA's Competitive Advantage
Recorded On: 11/05/2012
Presenters: Trevor Keeble
Level: Advanced
Keywords: Advanced Cases

In this weeks Advanced Cases webcast, Trevor Keeble from AVIVA covers how illustrated rates and policy charges are set, the difference between gross/net illustrated rates and AVIVA's market leadership in indexed universal life.

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Turning AG38 into $38,000 of commission
Recorded On: 10/31/2012
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast we discuss the upcoming regulations for UL products and how they will impact the UL market.

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Underwriting 101 - Sarcoidosis
Recorded On: 10/30/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed Sarcoidosis, the causes, statistics, symptoms, testing, treatment, prognosis, complications, staging of the disease, and potential ratings followed by case studies.

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Advantages of Alternate-Funded Health Plans
Recorded On: 10/24/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

Learn the ADVANTAGES of Alternate-Funded Health Plans compared to the fully insured competition. Learn how to:
  • Avoid the restrictive rules and regulations of state mandates
  • Increase your commission
  • Stabilize rates through risk management; unheard of in the fully insured market

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Underwriting 101 - Oral Cavity and Throat Cancers
Recorded On: 10/23/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the types of these tumors, statistics, symptoms, risk factors, testing, treatment, prognosis, complications, pathology (stage & grades of these types of cancers), potential ratings & case studies.

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Utilizing the OES to Increase Efficiency and Results!
Recorded On: 10/17/2012
Presenters: Greg Sabala, Eric Carlson
Level: Overview
Keywords: Marketing/Product Ideas, OES

In this webcast we empower you with the information for success by utilizing our virtual marketing system, the OES. This robust, powerful marketing and customer resource management system will streamline your marketing efforts and increase efficiency; and it's all 100% FREE to you!

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Underwriting 101 - Sickle Cell Anemia
Recorded On: 10/16/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We talked about the various types of sickle cell, statistics, symptoms, complications, treatment, prognosis, and potential ratings for various carriers followed by case studies.

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Don't miss your opportunity!
Recorded On: 10/10/2012
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast, Todd Ruplinger discusses emerging trends, statistics and new solutions to increase your revenues.

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Underwriting 101 - Vascular Disease
Recorded On: 10/9/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed Peripheral Artery Disease, Peripheral Vascular Disease, aneurysms, renal artery disease, Raynaud’s Disease & Raynaud’s Phenomenon, Buerger’s Disease, varicose veins, blood clots, blood clotting disorders & lymphedema. We talked about signs & symptoms, testing, treatment, prognosis, potential ratings and case studies.

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Underwriting 101 - Lupus
Recorded On: 10/2/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed the different types of lupus, cause and statistics, symptoms, testing, treatment, complications, prognosis, potential ratings and case studies.

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Advanced Case: Guaranteed Universal Life vs. Indexed Universal Life
Recorded On: 10/1/2012
Presenters: Mike Needham
Level: Advanced
Keywords: Advanced Cases

In this webcast Mike Needham goes over the differences between Guaranteed Universal Life and Indexed Universal Life. How to determine which one will work best for a client and how to free up money to pay for life insurance.

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What to expect when expecting
Recorded On: 9/27/2012
Presenters: Greg Sabala, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

This is an overview of what a broker can exspect to get when he/she signs up with NB, Serive,Technology, Expertise etc.

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Underwriting 101 - Diverticulitis
Recorded On: 9/27/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed definitions & statistics, symptoms, testing, treatment, complications & prognosis, potential ratings & case studies.

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Underwriting 101 - Chronic Pain Syndromes
Recorded On: 9/18/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

We discussed various disorders that cause pain including Rheumatoid Arthritis, Osteoarthritis, Degenerative Joint Disease, Degenerative Disc Disease, Osteoporosis, Fibromyalgia, Polymyalgia Rheumatica and Chronic Pain Syndrome. We discussed symptoms, testing, treatment, favorable & unfavorable underwriting factors and potential ratings followed by case studies.

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Underwriting 101 - Bladder Cancer
Recorded On: 8/28/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

The subject was Bladder Cancer. We discussed statistics, types of bladder cancer, risk factors, symptoms, testing, pathology (stage & grade), treatment, prognosis and potential ratings followed by case studies.

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Creative Solutions And Their Place In The Market Today
Recorded On: 8/22/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

In this webcast, Greg Patterson, President of National Brokerages Health Division, explains why agents need to diversify benefit offerings due to the compensation reduction on group medical.

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Maximize Carrier Niches
Recorded On: 8/16/2012
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

Use carrier niches to your advantage: What your competitors don't know... will hurt them! Watch this webcast to maximize your marketing efforts by learning what products and techniques to use for various situations. You will gain more sales and larger premiums.

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Annuity Training - Creating Retirement Income
Recorded On: 8/10/2012
Presenters: Mike Needham
Level: Overview
Keywords: Annuities

Do you have clients getting ready to retire and are unsure how to help them create a retirement income? Join Mike Needham on this webcast as he goes over how to turn assets to income and create a retirement income strategy for your clients. Learn how to develop a budget, common risks that will affect your income and which products fit the characteristics of Must Have, Just in Case, Nice to Have and When I’m Gone income needs.


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Commission Your Marketing Army
Recorded On: 8/8/2012
Presenters: Greg Sabala, Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

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.


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Underwriting 101 - Polycystic Kidney Disease
Recorded On: 8/7/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

The subject is Polycystic Kidney Disease. We discuss what it is, the different types, statistics, symptoms, testing, complications, treatment, prognosis, & potential ratings followed by case studies.


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Underwriting 101 - Hemochromatosis
Recorded On: 7/31/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

The subject is Hemochromatosis. We discuss what it is, disease classification, statistics, symptoms, testing, complications, treatment, risk classification, potential ratings & case studies.


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Healthcare Reform: Did you get the memo?
Recorded On: 7/18/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

National Brokerage did and we can help. Healthcare reform changes don’t apply to everyone.

FIND OUT HOW GROUPS WITH LESS THAN 100 COVERED LIVES, CAN BENEFIT FROM:

  • Knowing exactly where their premium dollars are being spent
  • Having access to their claims expenses
  • Developing real cost strategies in the face of healthcare reform
  • Mitigating the impact of healthcare reform
  • Determining how healthcare reform laws will affect your groups

In this Wednesday’s Sales Booster webcast, learn what your competition may already know.


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Annuity Update
Recorded On: 7/11/2012
Presenters: Nate Arroyo
Level: Overview
Keywords: Marketing/Product Ideas

In this sales booster webcast, Nate Arroyo covers what National Brokerage offers for your annuity business. He introduces tools and resources for annuity sales, lead programs, and regular training sessions including the upcoming Annuity Academy 4 part series.


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Underwriting 101 - Leukemia
Recorded On: 7/10/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this underwriting 101 webcast, Jaci McGeorge, staff underwriter at National Brokerage, discusses forms and types of leukemia, symptoms, stages/phases of the different types of leukemia, risk factors, diagnosis and testing, treatment, prognosis, potential ratings, and case studies..


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Targeting Your Customers
Recorded On: 6/27/2012
Presenters: Chris Kincaid
Level: Overview
Keywords: Marketing/Product Ideas

The way we do business is changing at break-neck speeds. Every day, it seems, there's a new way to reach out to your customers. With all these advances, it's easy loose focus.

It is time to target your customers for more sales. Join us Wednesday morning as we show you how to use modern tools to single in on the most important aspect of your business.

Your customers.


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Underwriting 101 - Heart Failure
Recorded On: 6/26/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this underwriting 101 webcast, Jaci McGeorge, staff underwriter at National Brokerage, discusses statistics, causes, symptoms, testing, treatment, prognosis, prevention, potential ratings and covers a few case studies.


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Successful DI Sales Tips
Recorded On: 6/20/2012
Presenters: Greg Patterson, Ben Coleman (Disability Insurance Services), and Andrew Gilmore (Disability Insurance Services)
Level: Overview
Keywords: Marketing/Product Ideas

On this Sales Booster webcast, learn the Seven Time Tested Tips for Selling Paycheck Protection and get the sales support you require including:

  • 24 hour turn-around on your next DI proposal
  • Analyzer page showing the side-by-side comparison of the top carriers
  • Your own underwriting team for quick processing
  • Sales coordinators to help you close business

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Underwriting 101 - Parkinson's Disease
Recorded On: 6/19/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this underwriting 101 webcast, Jaci McGeorge, staff underwriter at National Brokerage, answers your questions on various underwriting topics. This week she discusses Parkinson's Disease. She covers what Parkinson’s Disease is, statistics, etiology, symptoms, stages, diagnosis, treatment, prognosis, risk classification, potential ratings, and case studies.


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Turn Those Lemons into Lemonade - Placing More Business
Recorded On: 6/13/2012
Presenters: Matt Mesaros
Level: Overview
Keywords: Marketing/Product Ideas

National Brokerage has a proven method that will increases life sales by 40%. This simple method helps turn your rated and declined business into new clients with placed cases.


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Underwriting 101 - Hepatitis
Recorded On: 6/5/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this underwriting 101 webcast, Jaci McGeorge, staff underwriter at National Brokerage, answers your questions on various underwriting topics. This week she discusses Hepatitis. She covers what hepatitis is, the different types, risk factors, symptoms, testing and diagnosis, treatment and prognosis, prevention and potential ratings followed by case studies


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Advanced Case: Top Ten Reasons to Do Business with SBLI
Recorded On: 6/11/2012
Presenters: Christopher McAuley
Level: Advanced
Keywords: Advanced Cases

In this weeks Advanced Case Webcast, Christopher McAuley from SBLI talks about the advantages of placing life insurance cases with SBLI. McAuley covers things like SBLI underwriting, technology, products, and illustrations.

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Recharge Your Annuity Business
Recorded On: 6/6/2012
Presenters: Nate Arroyo
Level: Overview
Keywords: Marketing/Product Ideas

Learn how to make an additional six figures with only half of the year remaining in 2012! Learn more about National Brokerage's enhanced annuity division and how we can:

  • Change your business in half the time
  • Fill in down time and appointment gaps during the dog days of summer
  • Use our resources to close prospects that didn't buy the first time!

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Underwriting 101 - Cardiac Arrhythmia
Recorded On: 6/5/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this underwriting 101 webcast, Jaci McGeorge, staff underwriter at National Brokerage, answers your questions on various underwriting topics. This week she discusses Cerebrovascular Disease (Strokes and TIAs). She discusses the most common types of arrhythmia we see in underwriting, symptoms, testing, treatment, prognosis, potential ratings and case studies.


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Self-Funded Health Plans
Recorded On: 5/30/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

In this webcast, Greg Patterson, President of National Brokerages Health Division, covers self-funded markets. He covers some of the differences between self-funded and fully-insured plans to give a better understanding of the advantages of self-funded plans. Also presented are some of the different features and examples where self-funded would be appropriate

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Preparing for Success - Underwriting Services at National Brokerage
Recorded On: 5/23/2012
Presenters: Jaci McGeorge and Greg Sabala
Level: Overview
Keywords: Marketing/Product Ideas

National Brokerage gives you and your cases unique resources to help get your cases through underwriting and get you to your commission check. On this Wednesday’s sales booster webcast, Jaci McGeorge, staff underwriter at National Brokerage, and Greg Sabala will help show you how you won’t be left to maneuver through underwriting alone.

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Take Advantage of Your Free Marketing Budget
Recorded On: 5/16/2012
Presenters: Greg Sabala
Level: Overview
Keywords: Marketing/Product Ideas

You know what’s great about free stuff? It costs nothing to try out! Turn on your “Marketing Machine”. National Brokerage has your custom marketing campaign ready at no cost (FREE!)

In this webcast you'll learn about National Brokerage's Free:

  • Lead generating website
  • Custom newsletters
  • Monthly product highlight
  • Birthday cards
  • Holiday cards
  • Policy review statements
  • Free Mailer to your entire database including postage

All of this has NO COST!


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Underwriting 101 - Valvular Heart Disease and Disorders
Recorded On: 5/15/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this underwriting 101 webcast, Jaci McGeorge, staff underwriter at National Brokerage, answers your questions on various underwriting topics. This week she discusses Valvular Heart Disease and Disorders. She covers various heart valve disorders including Mitral Valve Prolapse (MVP), bicuspid aortic valve, and valve stenosis and regurgitation, causes, symptoms, complications, testing, treatment, potential ratings, and provides case studies.


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Advanced Case: Income Protection Option
Recorded On: 5/14/2012
Presenters: Matt Mesaros
Level: Advanced
Keywords: Advanced Cases

In this Advanced Case Webcast, Matt Mesaros covers the Income Protection Option/Rider (or "Select Income Rider" in the case of American General). This option helps protect beneficiaries from themselves and works by modifying the death benefit into a combination lump sum and income stream for beneficiaries. Mr Mesaros further explains what the option is, the purpose of the option, how this option can be used, and why this option is so valuable. Included in this webcast are examples demonstrating how policies would work.

Links Mentioned in the Webcast:

Protective GrandLegacy Marketing Site

Transamerica's LifeSales iPad App

Natbrokers.com's Link to Protective's EZ-App

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Advanced Case: Policy Review
Recorded On: 5/7/2012
Presenters: Jake Kajala
Level: Advanced
Keywords: Advanced Cases

In this Advanced Case webinar, Jake Kajala gives a detailed wrap-up of policy reviews including the Life cycle of Insurance needs, different ownership, and product selections.

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Are You Sitting on a Goldmine? - Policy Reviews
Recorded On: 5/3/2012
Presenters: Jason Preszler and Chris Kincaid
Level: Overview
Keywords: Marketing/Product Ideas

Jason Preszler and Chris Kincaid cover Policy Reviews, a potential gold mine sitting in your filing cabinet. Policy reviews can open up opportunism, and benefit your client. Jason and Chris covers the benefits of policy reviews, ideas for exchanging existing policies and how National Brokerage makes the process easy for you.

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Underwriting 101 - Breast Cancer
Recorded On: 5/1/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this Underwriting 101 webcast, Jaci McGeorge, underwriter at National Brokerage, discusses breast cancer. She discusses facts, statistics, risk factors, stages and grades of breast cancers, treatment, prognosis, potential ratings, and case studies

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Advanced Case: Transamerica's TransACE 2012
Recorded On: 4/30/2012
Presenters: Colleen Udelhofen, Transamerica
Level: Advanced
Keywords: Advanced Cases

Colleen Udelhofen, Account Manager at Transamerica, presents Transamerica's TransACE 2012 Universal Life product. She explains the current consumer market, some of the features and advantages to TransACE including the MultiFlex Surrender Endorsement, funding patterns, and examples.

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Swinging for the Fences with National Brokerage's LTC, DI and Living Benefit Riders
Recorded On: 4/25/2012
Presenters: Jason Cozzetti and Matt Mesaros
Level: Overview
Keywords: Marketing/Product Ideas

Jason Cozzetti and Matt Mesaros covers three great ways for you hit you sales out of the park. They cover a variety of riders that can boost your life insurance sales and increase the utility and versatility of your life products. Some of the covered riders include Chronic Illness, Long Term Care, and Extended Care Riders. Also covered is the Income Provider Option which helps beneficiaries better managing their death benefits.

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Underwriting 101 - Asthma and COPD
Recorded On: 4/24/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this Underwriting 101 webcast, Jaci McGeorge, underwriter at National Brokerage, discusses Asthma and COPD. She covers what asthma is, risk factors and triggers, signs and symptoms, testing, complications, treatment, prognosis, risk classifications, potential ratings, and case studies.

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Are You Waiting on the Supreme Court to Determine Your Business Plan?
Recorded On: 4/18/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

Greg Patterson, Head of the Group Division at National Brokerage, covers how you can diversify your practice, gain greater control and secure your income even while the Supreme Court is debating the Affordable Health Care Act. Patterson covers some of the products and techniques to keep your revenue stream stable even when the market's future is in doubt.

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Underwriting 101 - Ulcerative Colitis
Recorded On: 4/17/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this Underwriting 101 webcast, Jaci McGeorge, underwriter at National Brokerage, discusses Ulcerative Colitis. She covers definitions, disease classification, statistics, symptoms, diagnostic testing, complications, treatment, prognosis, risk classification for underwriting purposes, potential ratings and provides case studies.

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Advanced Case: American General Products
Recorded On: 4/16/2012
Presenters: Brian T. Jones, American General
Level: Advanced
Keywords: Advanced Cases

Brian T Johns, Regional Vice President- Mountain States of American General joins us today to talk about American General products. He covers the state of the permanent market, the products American General offer and how they fit into this market, and also gives case studies.

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The Neglected Market
Recorded On: 4/11/2012
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

This group is the most underserved and needs more types of insurance than any other segment of our market. This webcast is your roadmap for success in this neglected market. Take your business to the next level!

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Underwriting 101 - Crohn's Disease
Recorded On: 4/10/2012
Presenters: Jaci McGeorge
Level: Intermediate
Keywords: Underwriting

In this Underwriting 101 webcast, Jaci McGeorge, underwriter at National Brokerage, discusses Crohn's Disease. She discusses the definitions, statistics, symptoms, testing, complications, treatment, prognosis, classifying the risk for underwriting, potential ratings, and case studies.

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Advanced Case: Key Man Insurance
Recorded On: 4/9/2012
Presenters: Mike Needham
Level: Advanced
Keywords: Advanced Cases

In this Advanced Case webinar, Mike Needham, Regional Sales Manager at National Brokerage, talks about Key Man Insurance. He covers what Key person insurance is, who a "key person" is, how the sales concept is used, and markets that fit for this sales concept.

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NB Challenge: Make These Four Easy Changes and Double Your Income
Recorded On: 4/4/2012
Presenters: Mike Needham and Matt Dessert
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

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Advanced Case: Demystifying Index Universal Life
Recorded On: 4/2/2012
Presenters: Matt Ask, North American
Level: Advanced
Keywords: Advanced Cases

In this Advanced Case Webcast, Matt Ask from North American talks about North American Index Universal Life. Mr Ask covers some of the popular sales concepts, target clients, Illustration tips and talks about how to select the best product.

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How to Become a Million Dollar Producer
Recorded On: 3/28/2012
Presenters: Greg Sabala and Cary Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast, you'll learn two simple sales techniques that will help explode your Indexed UL sales and land the big premiums. Greg Sabala and Cary Ruplinger demonstrate how some of our agents have made a million dollars in commissions.

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Advanced Case: Increasing Your UL Sales with LTC riders and ROP Endorsements
Recorded On: 3/26/2012
Presenters: Greg Sabala
Level: Advanced
Keywords: Advanced Cases

In this Advanced Case webcast, Greg Sabala talks about how to increase your sales with riders, ROP endorsements and other features of Universal Life products. Beginning with reasons why permanent products are best sold in today’s market, Greg Sabala then covers a few products that offer unique features such as Transamerica Trans ACE SUL, describes how these additions work and walks through case studies.

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Group Voluntary Life Products
Recorded On: 3/21/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

In this webcast, Greg Patterson shows how Transamerica TrasLegacy, TransSure, and TransSelect products are perfect for your clients looking for permanent life insurance with LTC coverage up to 500k. Greg highlights some of the key features of these products, the current market for group insurance, and some of the advantages your clients will enjoy with these products.

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Advanced Case: Working Term Laddering and Life Value Term
Recorded On: 3/22/2012
Presenters: Mark Pingree
Level: Overview
Keywords: Advanced Cases

In this webcast, Mark Pingree talks about how to make you next term life case smoother. Some of the content covered includes giving a few tips on how to make underwriting easier, covering the term laddering concept and giving a few examples. Mr Pengree also talks about Life Value Term from Banner and gives an example of how that product can be sold.

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MyConciege Life and LTC
Recorded On: 3/14/2012
Presenters: Greg Sabala
Level: Overview
Keywords: Marketing/Product Ideas

Do you focus on health insurance or annuities? MyConcierge is perfect for you. Focus on the areas that you want to but don't pass off Life Insurance to your competitors. Use your MyConciege team to capture this additional business. Learn how with this webcast.

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Advanced Case: Protective Life
Recorded On: 3/12/2012
Presenters: Jason Cozzetti and Chris Chertboonmuang, Protective Life
Level: Overview
Keywords: Advanced Cases

In this advanced case webcast, Jason Cozzetti is joined by Chris Chertboonmuang, Regional VP for Protective Life to present the products of Protective. Mr. Chertboonmuang covers Protective’s financials, conversion options, and some of the highlights of the different products.

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Plan for the Future With Flexibility and Control
Recorded On: 3/7/2012
Presenters: Nate Arroyo and Justin Shipman, Genworth Financial
Level: Overview
Keywords: Marketing/Product Ideas

In this webcast, find out how a level income source can help your clients or prospects protect their financial future due to unexpected drops in today’s low interest rate environment. See how National Brokerage is going to help you find a sound approach to income planning with safe money strategies. Justin Shipman from Genworth Financial talks about the new annuity products from Genworth.

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Jump Start Your Life Insurance Sales
Recorded On: 2/29/2012
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

Have you written any life insurance policies in the last five years? 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. Click here to watch this webcast and learn how National Brokerage can jump start your life insurance sales.

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Learn the 7 Secrets of DI Success
Recorded On: 2/22/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

Many potential clients find it hard to justify Disability Insurance when they already have Health and Life Insurance. Without Disability Insurance, however, your clients may be left with a critical hole in their financial security. Learn how to overcome the worries about paying too much and show them the value of DI Insurance.

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Provide Your Clients With the Best
Recorded On: 2/15/2012
Presenters: Todd Ruplinger
Level: Overview
Keywords: Marketing/Product Ideas

Increase your sales by offering your clients the best value, and standing out from the crowd. Watch this webcast to learn about a great product that has the upside of the stock markets, security of guaranteed lifetime death benefit, and reducing cost rewarded to those clients that are healthy. Just like rewarding good drivers with lower rates, this life insurance will lower its cost for those living a healthy lifestyle.

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Take the National Brokerage Challenge!
Recorded On: 2/8/2012
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

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Advanced Cases - Layered and Laddered Premium Coverage
Recorded On: 2/6/2012
Presenters: Greg Zahn
Level: Advanced
Keywords: Advanced Cases

In this Advanced Case Webcast, Greg Zahn talks about Layered and Laddered Premium Coverage. He explains life expectancy, what layered coverage and laddered coverage is, and how to implement them in as an advisor to your clients.

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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!

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Regaining the Balance Between Benefits and Premium
Recorded On: 1/25/2012
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

Employers rank escalating healthcare costs as their #1 problem, while employees ranked healthcare as their #1 benefit.

National Brokerage offers the safety net and provides your clients the solution:
  • 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.

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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.

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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.

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Advanced Cases Concepts: Becoming an Advanced Agent
Recorded On: 1/16/2012
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.

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Don't Miss the Big Prize!
Recorded On: 1/11/2012
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.

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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.

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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.

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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 implement and monitor your goals.

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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.

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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.

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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.

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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.

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Bringing 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

Join us for this important webcast where National will introduce our in-house expert who has authored two books on this concept and is ready to assist you and your clients.

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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

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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.

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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

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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.

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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.

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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.

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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

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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.

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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.

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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

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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.

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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.

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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, Health

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!

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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

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Open the Door to More Business Prospects
Recorded On: 9/15/2011
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

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


Unlock the cash-flow opportunities for you and your clients. Join our webcast to learn how to capitalize on our expertise!

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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.

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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.

We have closely examined this campaign along with its principals and partners and are rolling it out to our group that we are proud to count you as a member of. See first-hand how to harness the power of national TV advertising, generating stronger leads while lowering your overall marketing cost.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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!

National Brokerage is your back office experts in LTC and has a simple hand off for those agents that don't want to focus on LTC. Don't Miss this webcast, you will leave with more value to provide to your clients and to your bank account for years to come.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Dollars and Sense of Alternate Funding
Recorded On: 7/13/2011
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

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:
Heath Parker, Vice President of New Business Development, Key Administrators

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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!

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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!
National Brokerage’s Infinite Banking Approach Brings You BIG BENEFITS:
  • 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

Join us for this important webcast where National will introduce our in-house expert who has authored two books on this concept and is ready to assist you and your clients.

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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.

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Alternate Funding for Small to Mid-Sized Employers
Recorded On: 6/1/2011
Presenters: Greg Patterson
Level: Overview
Keywords: Marketing/Product Ideas, Health

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.
Let National Brokerage show you how to:
  • Get ahead of your competition!
  • Improve your revenue streams as a result of the changes rolled out through National Healthcare Reform

Let National Brokerage show you how to unlock the cash flow advantages of Alternate-Funded Plans for you and your clients.

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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.
Take advantage of term exchange programs to help find new sales, reduce the hassles and speed up the underwriting process. Let us show you how easy it can be to write these new policies on a non-medical basis. We will also provide you with new tools to help navigate and sell these products. Join our webcast to learn more.

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Limited Medical Plans and Their Place in the Market Today
Recorded On: 5/23/2011
Presenters: Greg Patterson
Level: Advanced
Keywords: Advanced Cases, Health

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.

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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:
  • Leads
  • Prospects
  • Sales

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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.

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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

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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.

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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!

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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.

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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

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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.

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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.

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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.

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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.

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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!

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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.

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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.

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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.

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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!

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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.

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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

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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.

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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

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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!

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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.

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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

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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

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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

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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!

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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.

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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.

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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

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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.

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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

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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!

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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.

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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.

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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.

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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!

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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

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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.

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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.

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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.

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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!

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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.

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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.

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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!

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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.

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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.

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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.

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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.

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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.

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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.

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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!

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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.

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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.

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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.

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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.

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.

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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?
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.

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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!

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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

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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!

We start by giving an overview of OES, why you should 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!

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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)

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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.

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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.

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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!

We start by giving an overview of OES, why you should 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!

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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.

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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.

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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.

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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.

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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.

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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:
  1. We will show you how you can increase your app flow by using a tested system that creates new sales from existing clients.
  2. 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.

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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!

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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

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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.

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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.

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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.

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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.

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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.

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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

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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

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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.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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.

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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.

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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.

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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.

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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.

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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.

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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

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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:
  1. Niches and sales ideas to approach your client with
  2. How National makes the entire process easy and automated
  3. How we can help you generate new business for Policy Review

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