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2021 Coffee and Conversation Recordings and Documents
Jan. 4th- Welcome 2021!
Jan. 5th- A New Look at CAB
Jan. 6th- The Magic of Expense Ratios
Jan. 11th-Updated CAB Road Map Review!
Jan. 12th- Leaving a Legacy
Jan 12th: Special Afternoon Class- Illustration Review
Jan 18th: A unique way of paying for your life premiums
Jan 19th: Protection Plan Series: Part 1
Jan. 20th: Why Choose the Protection Plan?
Jan. 25th: Annuity Options with RPG
Jan. 26th: A NEW Prospecting Opportunity with the Protection Plan
Feb.1st: Spilt Annuity Design
Feb. 2nd AIG Assured Edge Income Achiever
Feb. 3rd: Retirement Solutions with Income and Accumulation
Feb. 4th: Special Afternoon Webinar: Global Atlantic Illustration Review
Feb. 8th: Social Intel Review
Feb. 9th- Protection Plan Prospecting
Feb. 10th- Term Insurance Sales Ideas
Feb. 12th: Special Session: The Final Puzzle Piece
Feb. 15th: The Protection Plan Booklet
Feb. 16th: Term Inside an IUL
Tax Credits Secure Act Script for Telemarketer
Feb. 17th:Unique Illustrations from this Week
CAB with additional lump sum
2 income streams example (1)
Feb. 22nd: Social Intel with Sam Richter
Feb. 23rd: Drew Fairley with Ameritas!
Feb. 24th: A Review with Danny Rasberry
Feb. 24th: RPG Website Review
March 1st: Global Atlantic
March 2nd: Meet Forethought!
Income Multiplier Case Study
IMO Top Picks
eSC Territory Map7% EDB Case Study
March 3rd: Global Atlantic STOP
S.T.O.P | Global Atlantic Life
Sheldon J. Lamb
Global Atlantic Financial Group
Toll Free: 877-454-4777 x0758
March 8th: Revolution Coach
March 9th: A new Idea on Term!
A New Term Opportunity Script
March 10th: Join the Revolution! Plus a little Social Intel Review!
March 15th: The Protection Plan Booklet is HERE!!!
Protection Plan Booklet Check List
March 16th: An RPG Update
March 17th: Gail Goodman: The Phone Coach
March 22nd: Social Security and Retirement with AIG
March 23rd: The Legacy Book
March 24th: The Savings Revolution Bus: First Hand Experienc
March 29th: How to approach the employer about the need for more life insurance
March 30th: Learn about AIG's New Lifetime Income Choice and more!
March 31st: Forethought
April 4th: The Magic of IUL
April 5th: The Magic of IUL Continued
April 6th: RPG Full Carrier List
April 12th: Insuring Children with Down Syndrome and Other Uninsurable Conditions
April 13th: A New Annuity Resource!
April 14th: AIG with Nicole Percy!
April 19th- An Update on Compliance
April 20th: Adding a Discounted Term to an IUL!
April 21st: More on Annuity Rate Watch- How to Register!
April 26th: Living Benefits and AIG's Unique QoL Term
April 27th: How to Have a Tax Diversification Conversation along with AIG's QoL Max Accumulator
April 28th: QoL Value Plus Protector product and design
May 3rd: how our conversation went with a 50 man group on a tax advantaged savings plan went
May 4th: The Magic of an IUL with a Small Business
May 5th: Balanced Asset 5 in the F&G Accelerated Plus
Balanced Asset 10 Index™ (cibccm.com)
FG May Annuity Rates-WEB
May 10th: RPG Carriers and How They Shine
AIG VPP update
FB1044 04-21 Field Bulletin Underwriting Updates
May 18th: Now Let's Run The Illustration!
May 19th: The Legacy Book.
June 2nd: Pursell Farms Recap
June 3rd: Pick Your Topic!
June 4th: Policy Reviews
June 7th: The Three Magic Bullets of an IUL
June 8th: Why IULs
June 9th: An In Depth Review of the Protection Plan Book
June 14th: Becoming the Rock Star in Your Hometown. Setting The Stage!
June 15th: How to Write Your RockStar Book!
June 16th: Marketing Pieces for Your Business!
June 21st: Some Exciting New CAB Illustrations!
June 28th: Updated Key Man Concept!
June 29th: Hot Ideas to Fuel Your Summer Pipeline
July 14th: Agency Rocket
AUG 24th: Global Atlantic Underwriting Advantage
Aug 25th: No C&C
Aug 30th: CAB booklet changes and CAB Road Maps!
Aug 31st: Life Insurance Awareness Month
Sept. 1st: Global Foundation Elite products using 1035's
Sept. 7th: WHAT to say on your Protection Plan/ 401k
Sep. 14th: Nicole Percy with AIG Annuities
Sep. 20th IUL and the benefits of 7702
Sep. 21st: F&G Annuities
adv2317 fg annuity rate package 21-1038 20210830_1proof (1)
Sep. 22nd: Child Asset Builder
Sep. 27th Illustrations Request Forms to Illustrations
Sept. 28th: Women's Life
Sept. 29th: Protection Plan Round Table
Oct 4th: CAB
Oct 5th: F&G Power Accumulator Review!
Oct 6th: 401k's and Protection Plans - Coffee and Doughnuts.
Oct. 11th: Basics of Life Insurance and Annuities
Oct. 12th: Basics of Life Insurance and annuities featuring 7702 and index Universal Life
Oct. 13th: knowing your expenses and how to have a conversation about it
Oct. 27th- Round Table Discuss with Amanda Sargent
Nov. 2nd Holiday Incentives from Carriers!
Nov. 3rd- F&G Suitability Review
ADMIN5766 Replacement Comparison Form 20190412
Nov. 8th: "The System"!
Nov. 9th: Comparing Various Carriers and Plans!
Nov. 10th: The Protection Plan
Nov. 15th: TOP guaranteed income annuities-Forethought's 150+
Nov. 17th- AIG and How They Shine With Marketing!
Nov. 18th- 401Ks and ANICO's Pension Site!
Dec:20th F&G Annuities
Dec. 21st- Tax Saving Ideas!