Project - Social Media

  • [Agent Knowledge]
    • 2022 - Family First Academy - [FFL - IMG-Integrity Marketing Group ]- Family First Life Product Knowledge Training Part 1 - Americo Life Insurance, Michael Pfeil - [VIDEO-YouTube-08:58]
      • ⇒  Description - While working in the life insurance industry is 80% phone skills and 15% appointment presentation skills, and the remaining 5% is dedicated to product knowledge.
    • 1978 0807, 0814 and 0815 - GOV (House) - Life Insurance Marketing and Cost Disclosure, John Moss (D-CA)   ---  [BonkNote]
      • (p460) - Jay Shaffer, Subcommittee Counsel:
        • Advertisements for agent training materials appear frequently in the National Underwriter magazine.
        • One such ad states, "Selling is 98 percent understanding human beings; 2 percent product knowledge."
          • Wouldn't you agree that a salesman should put more than 2 percent of his effort into understanding the product?
  • [PI/P2 - Cash Flow]
  • WFG / Transamerica - Official Company Media
  • [IUL Sold for LIRP, not Death Benefit]
    • [] - NAIC
    • [] - LC - 
    • 2023 0927 - Premier Marketing - [IMG - Integrity Marketing Group] - Transamerica: IUL Products and Illustrations - [VIDEO-YouTube-01:01:03]
      • Jeremiah Tacker, Regional Vice President with Transamerica
      • 9 - Not sold for Death Benefits, if you want life insurance for Death Benefit buy Whole, Term. Bought for Cash Value - [LIRP]
      • 17 - We don't care if the Death Benefit stays in force or not
      • 23 - we don't care about the guaranteed, or alternate scenarios, not too worried about the Current Scenario.  I was when it was 10+ percent then I worried.
      • 23 - 
  • [Target Premium]
    • [] - LC - Walker v. LSW - 
    • [] - vs GMP - Guaranteed Maturity Premium
    • []- SOA - How do we get everybody to do it
    • [] - Consumer Reports
    • Mutual of Omaha - FFL / IMG  
      • 2022 1117 - FFL National - [IMG-Integrity Marketing Group] - Writing Business With Mutual of Omaha? Watch This!! - Product Training Episode 4. W/ Mike Pfeil - [VIDEO-YouTube-12:53]
        • 7:30 - IULE, Quotes with Target premium, not meant to expire, Illustration, 
  • [Q: How do people use illustrations?]
    • [] - NAIC -
      • Wicka - How do people use illustrations
      •  It would be great if we could get feedback from

        Agents

      • Michael Lovendusky, ACLI - Companies do things differently. 

      •  - Agents = Wild Card

    • 2024 0123 - Grady Polcyn - FFL - IUL Bootcamp: Script, Illustration, Close - [VIDEO-YouTube-34:38]

      • Description: 3x Hall of Fame Producer and Integrity Partner, Calvin Wright, demonstrates how to successfully setup, present and close 20-30 IUL appointments per week.
      • Current Assumptions
      • Ameritas - Ethos -  IUL
      • 12 - returns - 5-15 - Conservative Estimate - 

    • 2023 0830 - Grady Polcyn - FFL - How To Sell IULs Virtually - [VIDEO-YouTube-50:03]

      • Description: Juan Franco, the #1 IIJL producer at FFL, shares the secrets to selling IULs virtually. He protected over 1,300 families personally last year with this approach.

  • [Performance]
  • Pacific Life
    • 2021 0115 - Pacific Life - How to Read Your IUL Policyowner Statement - [VIDEO-YouTube-02:10]
    • 2020 1104 - Pacific Life - Best Practices for Managing your IUL Inforce Policies from Pacific Life - [VIDEO-YouTube-01:55]