SimpliNow Walkthrough

With: Carrie Burkhead

Date: June 12th, 2025

Carrie Burkhead led a walkthrough of the SimpliNow Choice website, explaining that the software is interactive and guides users through client information, product selection, and application completion.

Annuity Case Study with OIP

With: Nick Bernatowicz

Date: June 5th, 2025

Nick Bernatowicz spoke on transitioning clients from life insurance to annuities, emphasizing the importance of a transition statement. He highlighted key questions to uncover annuity opportunities, such as clients' safe money and income needs.

Corebridge IUL Sales Strategies: Butterfly Chart

With: Jeff Christensen

Date: May 29th, 2025

Jeff Christensen led a master class on advanced sales strategies, focusing on the importance of storytelling over product features. He introduced the "butterfly chart," which illustrates financial risks before and after retirement.

Corebridge Advanced Sales - Minimum Face No MEC & Guideline Designs

With: Carrie Burkhead

Date: May 22nd, 2025

Carrie Burkhead led a training session on advanced sales strategies, focusing on Max funding designs using policies for income streams. She emphasized the importance of designing policies that allow clients to increase their premiums in the future, ensuring flexibility.

Corebridge Advanced Sales - Key Person Insurance

With: Valerie Grombchevsky

Date: May 15th, 2025

Valerie led a master class on Key Person Insurance, emphasizing its purpose to protect businesses from economic loss due to the death of a crucial employee. She highlighted the importance of identifying key employees and the need for proper notice and consent from them to ensure tax-free death benefits.

Corebridge GIWL

With: CJ de Solonel

Date: May 8th, 2025

CJ presented the Simplified Issue (SI) and Guaranteed Issue (GI) whole life products. She emphasized the importance of these products for clients aged 50-80, highlighting their instant underwriting decisions and built-in living benefits. CJ detailed the underwriting criteria, including day one coverage for certain cancers and non-insulin-dependent diabetics.

Corebridge Advanced Sales - Running Children’s Illustrations

With: Carrie Burkhead

Date: May 1st, 2025

Carrie discussed designing policies for different client needs, emphasizing the use of the QOL Max accumulator for income streams and the QOL value plus protector for guaranteed returns. She highlighted the importance of setting a minimum face amount, avoiding mech policies, and using increasing premiums.

Optimized Insurance Planning Services

With: Scott Heinila & Nick Bernatowicz

Date: April 24, 2025

Scott & Nick discussed strategies for enhancing product-focused presentations, emphasizing the importance of reviewing clients' existing annuity statements to find potential replacement opportunities. Agents were encouraged to utilize OIP for assistance with pre-sale analysis, application review, and case management.

Corebridge Accelerated Access Solution Rider

With: Carrie Burkhead

Date: April 17, 2025

The Accelerated Access Solution (AAS) is an optional living benefit rider available on Corebridge (AIG) insurance policies. QoL Flex Term policies issued within the past five years and with an underwriting class of Standard or better are eligible.

Assurity AD&D

With: Daniel Kim

Date: April 10, 2025

Daniel Kim presented Assurity's Accidental Death & Dismemberment (ADD) product, emphasizing its straightforward application process and policies issued within one day, which highlight its affordability and versatility.

Corebridge Anuity

With: Reggie Washington

Date: April 3rd, 2025

Reggie Washington gave examples of different scenarios and what products work best, emphasizing the importance and urgency for elderly clients.

Corebridge SIWL

With: Brendan Quinn

Date: March 27, 2025

Brendan Quinn reviews the SIWL product and where the product could be useful in our portfolio.