July 12th, 2024
Recording of Weekly Advisor Training, Episode 7: AEM Marketing and Sales Funnel, added to Trips, Trainings, & Incentives page.
July 10th, 2024
National Call recordings added to Trips, Trainings, & Incentives page.
July 10th, 2024
Updated materials added to the Operations Management page:
June 27th, 2024
Recording of Weekly Advisor Training, Episode 6: How to Pivot from the Payroll Protection System to Long-Term Care, added to Trips, Trainings, & Incentives page.
June 27th, 2024
Added 4 new tools to the Operations Management page: “Ads for Hiring,” “TRA Information Packet,” “Top Rank Retirement Roadmap,” and “Fact Finder.”
June 22nd, 2024
Recording of Weekly Advisor Training, Episode 5: Working with a Virtual Assistant, added to Trips, Trainings, & Incentives page.
June 17th, 2024
Recording of Weekly Advisor Training, Episode 4: TRA and AEM Subscriber Marketing Opportunities, added to Trips, Trainings, & Incentives page.
May 27th, 2024
Every Monday at 12pm EST, join us for the Top Rank Advisors National Call, an exclusive event open to all TRA agents, both internally and externally.
This is a unique opportunity to connect with industry leaders, gain valuable insights, and stay informed about the latest trends and strategies in the field.
Visit the Trips, Trainings, & Incentives page for information on how to join.
May 10th, 2024
Resources and videos added to Seminar Training.
May 9th, 2024
7 new Medicare Training videos added to Medicare Training.
May 8th, 2024
Two upcoming training opportunites with Advisors Excel added to the calendar on the Trips, Trainings, & Incentives page: HNW Accelerant Webinar: Real Estate Edition on May 16th, and Life with Luke on May 17th.
April 11th, 2024
Recording of Weekly Advisor Training, Episode 3: Asset-Map, added to Trips, Trainings, & Incentives page.
April 9th, 2024
Recordings of Weekly Advisor Training, Episodes 1 and 2, added to Trips, Trainings, & Incentives page.
Episode 1 – Redtail CRM
Episode 2 – Legacy Lock System
Upcoming Episode 3 added to the calendar – Asset Map
March 26th, 2024
New video added: Part 2 of One America product training added to Insurance Training.
This training goes into strategies and a couple’s case study with multiple scenarios.
March 26th, 2024
New training video added: One America application demonstration as given by Advisors Excel LTC team. Located on the Insurance Training page.
March 26th, 2024
New training video added: National Life Group product training located on the Insurance Training page.
March 19th, 2024
Long-Term Care Illustration Request form has been updated under Insurance Training for easy submission and faster response time.
You can also check out the form HERE
March 15th, 2024
New video added: Part 1 of One America product training added to Insurance Training. Covers long-term care insurance products, strategies that cover long-term care planning, asset management, the claims process with support, and customizable life insurance solutions for long-term care planning.
February 26th, 2024
DI Training with John Whitten from United Benefits, is now fully available with Part 3 and resources located within Insurance Training.
February 9th, 2024
Part 2 of DI Training with John Whitten from United Benefits, “Payroll Deduction & Government Allotment,” has been added within Insurance Training.
