AIM Product Workflow

Session: June 16, 2026

The meeting focused on maximizing revenue from every lead by following a structured product workflow. CoreBridge Financial is our main provider, but if a case is declined or highly rated, it is recommended to actively pursue alternative solutions instead of abandoning the opportunity.

Increasing Sales

Session: June 2, 2026

This training focused on increasing sales opportunities by consistently discussing annuities, living trusts, retirement planning, term conversions, and 1035 exchanges.

Underwriting Guidelines

Session: May 27, 2026

The meeting reviewed underwriting guidelines for cigar and marijuana use, emphasizing the importance of accurately disclosing usage on applications to qualify for preferred rates.

Common Underwriting Mistakes

Session: May 12, 2026

• Undisclosed medical information leading to a Table D rating results in an automatic decline.

• Replacement forms and illustrations must be dated on or before the application date.

• Names and DOBs must match the existing policy exactly for successful 1035 exchanges.

GLPs & Case Handling

Session: May 5, 2026

• GLP-1s (Weight Loss vs. Diabetes)

• Avoid Overpromising

• Be Careful Modifying Approved Cases

• Upsell Strategically