Webinar Archives

Davis Life & Annuity believes in providing it’s clients with the tools and resources they need to succeed. We offer several webinars each month discussing everything from the most appropriate selling approaches in today’s environment to the newest products and regulations. We are pleased to announce our latest innovation: the Webinar Archive Library. If you missed a webinar or had a question about a product, we probably have it for you.
 
Want to find out about upcoming webinars and training opportunities? CLICK HERE for our new events calendar!
 



SPOTLIGHT ON SALES

The latest in Accordia’s informative prerecorded webinars offers information on risk assessment, IUL, and overcoming client objections.
WATCH NOW


LIFE TRAINING & EDUCATION

Learn about all the products offered by Accordia, and how to present them to clients.EXPLORE THE WEBCAST LIBRARY


ANTI-MONEY LAUNDERING (AML)

Essential to contracting with any carrier, Accordia has teamed up with LIMRA to offer complete AML training for both new agent training and re-certification.CLICK FOR INFORMATION



WEBINAR WEDNESDAYS

Do you have 15 minutes to spare? In 15 minutes you’ll get valuable sales ideas and product insights to help you close your next sale. We’re live at 10:00 AM & 1:00 PM CST every Wednesday with a new topic. Click below for registration details.

WEBINAR WEDNESDAY TOPICS

  • Campaign in a Box-LIRP
  • Campaign in a Box- Retirement Protection
  • Social Media and Marketing to Millennials
  • Unleashing the power of IUL
  • Life to the Max
  • Why Life Insurance for Cash Accumulation
  • AG Quick Ticket
  • 10-10-10 Sales Idea Illustration Technique
  • Chronic Illness Rider- Going ON and OFF Claim

CLICK HERE TO REGISTER

Get Over the Weekly Hump and Prevent a Sales Slump

 



ALLIANZ E-LEARNING CENTER

Need to brush up on your suitability training? Confused about a product’s details? Allianz offers a way to keep track of your training and certifications entirely online.

EXPLORE E-LEARNING


HEALTH CARE COSTS

The latest webinar from Allianz offers insight on how to assist clients in planning for health care in their retirement years.

WATCH THE PRE-RECORDED WEBINAR


ALLIANZ PODCASTS & WEBINARS

Join Allianz Life Insurance Company of North America (Allianz) for a series of podcasts discussing issues relevant to carriers, IMOs, and producers in the industry today. This series covers topics such as:

  • Cybersecurity
  • Supply Chain
  • Upcoming Carrier Events
  • And More!

Recorded Webinars Available | WATCH NOW

 



RISING INTEREST RATES AND IUL PROTECT

Are interest rates on the rise? Learn what rising interest rates could mean for your clients and how our new IUL Protect life insurance policy was designed for just such an environment.

Featured Speakers:
Olivia Cogan & Victoria Ottuso Goldman Sachs Asset Management (GSAM) Fixed Income Product Specialists
Andrew DeMarco Director, Market Strategy, AXA

CLICK HERE to watch the pre-recorded webinar



NEW! ASSESSBEST OFFERS TOP ANNUITY ANALYSIS TOOLS

Don’t fear the DOL Fiduciary Rule! AssessBEST and CANNEX have teamed up with Davis Life & Annuity to offer DOL Compliance software that identifies new sales opportunities you may have missed. Not only will you be acting in your clients’ best interest, with the easy-to-use software to prove it, your clients will see how much you can offer them as far as financial planning.

CLICK HERE to view the recorded webinar.


NEW! ASSET-BASED LTC STRATEGIES THAT WORK!

Davis Life & Annuity’s Mike Deon hosts industry expert Jaime Meuller of AIN in the first of a series of webinars offering innovative, cost-effective solutions to the LTC crisis. Seventy percent of all Americans will need long-term care at sometime in their lives, so the information in this video is essential.

CLICK HERE to view the recorded webinar.


NEW! MAXIMIZE NONQUALIFIED ASSETS WITH i4LIFE

Annuity Marketing Director PJ Behrens hosts industry experts Craig Geiger and Thea Marasa-Scafidi as they discuss Lincoln Financial Group’s innovative new income planning tool, i4LIFE. Learn great new ways to turn planned income into guaranteed income for life, and possibly beyond…

CLICK HERE to view the recorded webinar.


DISCOVER THE NO-CHASE WAY TO STAY IN FRONT OF HIGH NET WORTH BUSINESS OWNERS, WITH NO COMPETITION!

Attract 82% of businesses | Avoid common pitfalls | Provide strategies that help you businesses’ most trusted advisor.

If you want to develop relationships that can seriously change your life for the better-don’t miss out. Complete your training today! Start tapping into $100,000… $500,000… $1,000,000 commissions.
View our exclusive webinar and learn the secrets!

CLICK HERE to view the recorded webinar.


WORRIED ABOUT DOL COMPLIANCE? WE HAVE A WEBINAR IS YOUR YOU!

Don’t fear compliance anymore. We have found easy-to-use software that will solve all your compliance problems. From suitability to time-stamping to evidence of impartiality, we have the one-stop solution.To learn more, request your FREE COPY of our recent demo and webinar.

CLICK HERE for registration information


SMART MONEY SALE: USING LIFE INSURANCE FOR DEATH BENEFIT PROTECTION & FINANCIAL STABILITY

Have you ever sat down with a prospective client to do a policy review and discovered they are sitting on Smart Money? Smart money is not current income, rather it is capital used typically to build an estate or provide emergency financial protection. Common forms of Smart Money include annuities, Money Market accounts, savings, and recent windfalls or inheritances. The problem with these methods of cash accumulation is clients must endure low interest rates. Luckily, Davis Life & Annuity and North American have a developed a tax-free way to increase Smart Money returns while preserving the availability and flexibility of the funds. We want to share it with you!

Davis Life & Annuity has shared a strong partner relationship with North American for years. We offer a level of service and satisfaction that cannot be found elsewhere. Don’t you and your clients deserve helpful and efficient underwriting, ongoing training opportunities, and the best product offerings available?

Recorded Webinar Available | WATCH NOW


DAVIS LIFE & ANNUITY SALES EXCHANGE PRESENTATIONS

Davis Life & Annuity not only offers top sales support and excellent marketing opportunities, we offer best-in-the-industry training to our producers. If you are serious about expanding your product knowledge, we invite you to peruse our learning library. Click on a button to learn more.

SALES EXCHANGE 2014 SALES EXCHANGE 2015 SALES EXCHANGE 2016

EQUITRUST PRODUCT PORTFOLIO

New to working with EquiTrust? Curious to find out more about their SPL and annuity products? Be sure to login to replay their August 10th webinar, and find out what EquiTrust can do for you!

CLICK HERE to view the webinar


TWO FIXED-RATE DEFERRED ANNUITIES IN ONE INFORMATIVE WEBINAR

Certainty Select® Multi-Year Guarantee Annuity

• 5 Guarantee Durations: 3, 5, 6, 8 and 10 years
• Competitive rates locked in for full duration
• At end of period: full liquidity, annuitize or renew
• EquiTrust offers excellent renewal rates
• Commissions on renewals

ChoiceFour® Traditional Annual Reset Annuity

• Four contract options
• Base Contract – 9 Years
• MVA Option – 9 Years + 1.5% premium bonus
• Liquidity Option – 6 Years + 10% free withdrawals
• Both Options – 6 Years + 1.5% premium bonus
• Strong renewal rate history
• Renewals continue after surrender period, 2% minimum rate
• 5.5% commission through issue age 80

CLICK HERE to view the webinar



LIFETIME BUILDER ELITE

Lifetime Builder set the bar high for accumulation-oriented indexed universal life, and it has been leading the market for 10 years. What could make something that good become elite?

  • New! Linked Loan policy loan options
  • Enhanced account value: 1: after year 5, guaranteed
  • 11 month strategy interest crediting
  • Increased strategy transfer flexibility

CLICK HERE to view the webinar


GLOBAL ATLANTIC UNDERWRITING ADVANTAGE: HIGH NET WORTH FOREIGN NATIONALS

If you did not have the opportunity to join us last week for our webinar, reviewing our Foreign National Underwriting Program, you are in luck. Here is a link so you can listen to a recording of the webinar at your leisure. Bill Crane – VP of Advanced Markets, highlights the important details of our Foreign National Underwriting Program and how to leverage this program into your business. Bill also reveals where opportunities exist and breaks down case studies on how to integrate and find life insurance solutions in this emerging market.

CLICK HERE to view the webinar



BRIDGE THE INCOME GAP FOR YOUR CLIENTS!

The wait is almost over for FlexMark Select – Legacy’s first FIA series with proprietary index from its new carrier partner Ameritas Life Insurance Corp., rated “A” (Excellent) by A.M. Best.* With powerful upside potential, multiple income opportunities, and flexible liquidity to respond to life’s changes, this new FIA series is the product clients have been waiting for (even if they don’t know it yet)!

CLICK HERE to view the webinar



ONE IDEA TO GROW YOUR BUSINESS NOW

If you want to be in the know and would like to have access to the latest industry trends, goals-based planning strategies, and opportunities that will drive new business, you’ve come to the right place.

  • DATE: Tuesday, February 6, 2018
  • TIME: 1:00 PM EST
  • CLICK HERE TO REGISTER



    NEW! FEBRUARY 1, 2018, GUARANTEE BUILDER IUL STACKS UP

    Life changes, and so do your clients’ needs. North American’s Guarantee Builder IUL Indexed Universal Life insurance provides permanent death benefit protection, affordable premiums, liquidity1, and living benefits. Download the flyer to see how we stack up!

    CLICK HERE to download product information

  • DATE: Thursday, February 1, 2018
  • TIME: 10:00 am CDT
  • HOST: Troy Haman
  • CLICK HERE to register

    JANUARY SALES DEVELOPMENT WEB EVENTS Don’t miss these live life insurance training events!

    4 Ways Indexed Universal Life can Complement a Qualified Plan

    IUL can be a great tool in retirement planning. Discover new talking points you can use with your clients. Learn how IUL can help with effective timing of distributions, taxes, social security, and more. This is not about IUL instead of a qualified plan, but rather how IUL works WITH other sources of income.

    Presenter: Tom Martin
    CLICK HERE to view the webinar

     

    Will You Be Ready? The Future of Underwriting is Here

    If you’ve been waiting for a day when your healthiest clients can have the opportunity for accelerated life insurance underwriting decisions, your day is coming.

    RECORDED WEBINAR AVAILABLE SOON

     

    Time Traveling Sales Concept: Regulation XXX

    Let us show you how a 20-year-old Actuarial Guideline has created a massive opportunity for easy client policy review and greater sales potential!

    Presenter: Alar Hakk CLICK HERE to view the webinar

     

    NORTH AMERICAN’S INDEXED UNIVERSAL LIFE INSURANCE IS DELIVERING THE DIFFERENCE.

    Learn about North American’s life products, and the design advantages they offer to a wide variety of clients.

    CLICK HERE to view the webinar


    BUSINESS SALES IDEAS

    Simplify selling to businesses by viewing this webinar on understanding their unique needs, how to present buy-sell-funding, and ways to personalize executive bonus plans.

    CLICK HERE to view the webinar


    INCOME PROTECTION

    The primary goal of life insurance is to prevent loss of income. Learn how to present products to key clients, and what clues to listen for when formulating a coverage plan.

    CLICK HERE to view the webinar


    SIMPLESUBMIT LIFE INSURANCE DEMO

    This e-app is rapidly becoming an essential for producers everywhere. View the demo to learn how simple and effective this program is.

    CLICK HERE to view the webinar