Product Call - XCEL's Licensing Pathway - 04-02-2026
The Alliance U PRODcast
Why XCEL Testing Is #1 for Insurance Pre-Licensing at The Alliance (Admin Portal, Reports, Study Tools) Clay Mertes introduces XCEL Testing as The Alliance’s preferred pre-licensing provider, citing the people, higher exam pass likelihood, and an easy-to-use technology system. XCEL’s Mike and Omar explain they lead the industry in sending candidates to testing centers and maintain above-average pass rates, then walk through tools that help agents manage students: a new Alliance Resource Hub with downloadable PDFs (best practices, mentoring, calendars, how-to videos), and the Admin...
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02-26-2026 - Product Call - Annexus Brand-New Accumulation Strategy with S&P 500 Options
The Alliance U PRODcast
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02-19-26 - Product Call - American Amicable’s Intelligent Choice Just Got Faster
The Alliance U PRODcast
Pete Mejia from American Amicable is breaking down their Simplified Issue IUL , Intelligent Choice , and introducing a major upgrade that will help you move quicker and close more confidently. 🚀 Introducing: Express Quote This enhancement makes quoting faster and simpler, right on the spot. ✔ Fewer Clicks – Express Quote defaults to the most popular quoting options so you can move fast. ✔ More Flexibility – Seamlessly switch to Advanced Quote when you need full customization on riders, face amounts, and premium options.
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Product Call: Annexus Annuity Portfolio - 02-05-2026
The Alliance U PRODcast
Maximizing Annuity Sales with Integrity Advisory Solutions and Annexus Join Chris Norris from Integrity Advisory Solutions as he hosts a deep dive into annuities with special guests Stephanie, Alex, and April from Annexus. They discuss the importance of not being afraid to ask questions, leveraging team support, and the unique offerings Annexus provides for product design and implementation. The team highlights two key products: Nationwide New Heights and North American Suite, detailing their features, guaranteed income, bonuses, and the comprehensive support available to agents. Key takeaways...
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Product Call - Mutual of Omaha Life Protection Advantage - 01-15-26
The Alliance U PRODcast
Join Lauren Montag & Derek Wiedenmeyer from Mutual of Omaha on this week's Product Call. They’re going to be focusing on the Mutual of Omaha Life Protection Advantage IUL which is used primarily for larger death benefits & cash accumulation as well as long term care.
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12-18-2025 - Product Call - IntegrityConnect Live Demo
The Alliance U PRODcast
Mastering Integrity Connect: Enhancements, Features, and User Guide In this Thursday training call, Gina Hawks provides an in-depth overview of the Integrity Connect portal. The session covers the recent updates and enhancements to the platform, emphasizing its multifaceted functionalities such as CRM, underwriting, electronic applications, and access to leads. Gina guides new users on how to register and set up their profiles, explains the benefits of the platform including discounts and personalized websites, and demonstrates how to effectively use tools like Ask Integrity and live chat....
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12-11-2025 - Product Call - Grow Your Toolkit: Live Training with Mediator Debt Solutions
The Alliance U PRODcast
Turning Debt into Cashflow: A Comprehensive Guide for Agents and Families Join Armit Ian, the Business Development Director at Mediator Debt Solutions, as he shares insights into helping families get out of debt and equipping agents with the tools to assist even more families. In this episode, Armit discusses the current debt crisis, the importance of timing, and the surge in debt solutions programs. He covers how agents can benefit from referring clients to debt consolidation services, provides practical tips for engaging with clients about debt, and emphasizes the value of creating cashflow....
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12-04-2025 - Product Call - Learn F&G's Top Annuity Products & How to Earn More
The Alliance U PRODcast
Understanding F&G's Safe Income Advantage and Performance Pro Annuities | Webinar with Casey Sledge In this comprehensive webinar, Casey Sledge, an internal wholesaler at F&G, delves into the key features and benefits of two top-selling products: the Safe Income Advantage and the Performance Pro. Casey provides detailed insights into case design, financial strength, and bonus programs, alongside emphasizing the importance of financial strength for insurers. He also covers crucial survey findings about retirement trends and client financial concerns. Additionally, the webinar explains...
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11-20-2025 - Product Call - Presenting IULs Effectively and Compliantly
The Alliance U PRODcast
Presenting IULs Effectively and Compliantly: A Guide for Insurance Agents Join Gina Hawks and Alex Ian in this Thursday product call as they discuss the proper ways to present Indexed Universal Life (IUL) policies, focusing on their use for cash accumulation. This episode emphasizes the importance of compliance and proper disclosure in light of current regulatory and litigation trends. Alex shares key insights into avoiding common pitfalls and understanding regulatory challenges while Gina reviews practical tools and resources available for agents. Key topics include explaining tax...
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11-13-2025 - Product Call - Nassau Annuities: Income for Life
The Alliance U PRODcast
Boost Your Business with Nassau Annuities | Brendan Russell's Expert Insights Brendan Russell, a national wholesaler for Nassau Annuity Company, shares his expertise with the Alliance team, discussing how Nassau can help grow their business. Get insights into Nassau’s rich history, financial stability, and unique product offerings designed for client-specific needs in growth, income, care, and family. Learn about the benefit of using Nassau’s mobile application, the elite program for higher commissions, and various income contracts that ensure guaranteed income streams. Brendan also...
info_outlineIn this comprehensive guide, our expert speaker dives into the intricacies of lead types, how to navigate lead websites, and the importance of investing in your business. Gain insights into successful sales and marketing strategies with personal anecdotes and success stories that underscore the value of goal setting, mentorship, and positivity. Learn the benefits of different lead options, such as direct mail, internet, and subscription-based leads, and discover how to effectively manage and grow your business for consistent and predictable sales outcomes