Coffee & Conversation
Each week, we are coming together as a team to discuss the ever-changing world we are currently living in.
Every week on Tuesdays and Wednesdays, beginning at 9:00 AM CST we will join together to go over new ways for you to conduct your business. Not only that, but we are bringing you new ways and ideas that our carriers have implemented as we move forward during these disheartening times. You do not want to miss these meetings!
Glad to see you. Hope you’ll join us!
Recordings & Documents
2023
- Jan. 10th- Welcome Back to Coffee and Conversation!
- Jan. 11th – Secure Act. 2.0 and Plug and Play
- Jan. 17th – Nicole Percy with Corbridge
- Jan. 18th – Matthew Mundell with F&G Annuities
- Jan. 24th – We discuss how the various FIA have performed as we do comparisons between the top carriers!
- Jan. 25th – F&G Pathsetter and it’s crediting strategies
- Jan. 31st – BIG News!
2022
- Jan. 3rd- Happy New Year! New Ideas and Opportunities for 2022
- Jan. 4th- Life Leaders for 2021
- Jan. 5th- Annuity Leaders for 2021
- Jan. 19th
- Jan. 24th- New Limits Across the Board
- Jan. 25th- Jack Rabbit Seminar
- Jan. 26th- Social Intel With Sam Richter!
- Feb. 2nd- AIG With Phil Resch
- Feb. 3rd- 84-24.
- Feb. 7th
- Feb. 8th- Case Design and Illustrations
- Feb. 9th-Case Design and Illustrations
- Feb. 14th- Power Producer Program
- Feb. 15th- Annuity Rate Watch
- Feb. 16th- Global Atlantic’s brand-NEW marketing website
- Feb. 21st- Exciting News!
- Feb. 28th- Women’s Life
- March 1st- How you should NOT Take Qualified Money And Purchase Life Insurance
- March 2nd- American National with Special Guest Brooke Malley
- March 15th- Spring Forward in Your Business!
- March 28th
- March 29th- ForeCare
- March 30th
- April 11th- F & G Accel 10 and 14
- April 12th- Marketing with the Protection Plan
- April 13th- Forecare
- April 20th
- April 26th- Refresh
- April 27th- Amber Brings The Basics!
- May 9th- Taking Advantage of 401K Follow Ups
- May 23rd- Protection Plan marketing opportunity
- May 24th- Updates from our Carriers
- May 25th
- June 1st- An Update from RPG!
- June 7th- Expenses Inside Indexed Universal Life
- June 8th- Seminars
- June 13th- In Depth Protection Plan Training Session 1
- June 14th- In Depth Protection Plan Training Session 2
- June 20th- SINGLE PREMIUM, 1035’s, MEC’s, Prospecting, Marketing and MORE
- June 22nd- Real Life Cases from this Week!
- June 27th- Latest Global Atlantic Updates
- June 28th- Using the CAB in your seminars.
- June 29th- Nicole Percy from AIG!
- July 11th- Review of the first half of 2022!
- July 18th- Agency Rocket with Sean Meenan
- Oct. 5th- C&C Popup with Forethought!
- Oct. 17th New Marketing System Explained
- Oct. 18th Charitable Giving To Colleges and Universities
- Oct. 19th Financial Seminar
- Oct. 24th “The Protection Plan Revisited”
- Oct. 25th Critical Illness riders inside Life Insurance.
- Oct. 26th Sheldon Lamb from Forethought joining us to discuss Forecare
- Oct. 31st Latest MYGA rates
- Nov. 2nd Protecive with Dan Hudgens
- Nov. 8th Non-med term option with built-in living benefits
- Nov. 9th F&G annuity marketing resources
- Nov. 21st One more bullet
- Dec. 5th Alex Voloshen of Corebridge, formerly AIG
- Dec. 6th Social Intel with Sam Richter
- Dec. 29th- Secure Act 2.0
