Optimized Insurance Planning Services

With: Scott Heinila & Nick Bernatowicz

Date: April 24, 2025

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

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 Training

With: Daniel Kim

Date: April 10, 2025

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

Corebridge Anuity Training

With: Reggie Washington

Date: April 3rd, 2025

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

Corebridge SIWL Training

With: Brendan Quinn

Date: March 27, 2025

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