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Trips, Trainings, & Incentives

Weekly Top Rank Advisors National Call

Top Rank Advisors National Call
Recorded Live, December 1st, 2025
Madison Hill, Director of Sales at Ethos, presented an overview of Ethos, a technology-driven life insurance company. Ethos offers a 10-minute, fully digital application process, eliminating the need for medical exams and providing instant approvals for 90% of applicants. The company aims to protect the next million families, addressing the $16 trillion gap in US life insurance coverage. Ethos partners with top-rated carriers like Ameritas and John Hancock, offering coverage up to $2 million. The agent portal includes tools for quotes, applications, and client management, along with a free agent website for direct client engagement.
Top Rank Advisors National Call
Recorded Live, November 3rd, 2025
In this recent session, Ryan Jones and Archer Roberts from Liberty Bankers presented their annuity products to the team, emphasizing the company’s A- rating by A.M. Best and competitive rates, including a 5.35% seven-year rate for the Heritage Elite product. They showcased the simplicity of their agent portal and Firelight application system for fast and efficient annuity processing. Ryan also discussed their Hawaii incentive trip, which requires 200,000 credit points to qualify, and both speakers encouraged agents to connect with them for questions or feedback to strengthen partnership relationships. The recording provides full details on their products, tools, and incentive program.
Top Rank Advisors National Call
Recorded Live, October 20th, 2025
In our last team meeting, we celebrated major growth with five producers exceeding $1 million each and a total of $11,197,212.77 in pending business across all departments. We launched a new concierge service, began developing a $250,000 AI-integrated Legacy Lock platform, and doubled our staff to support expansion. The company also partnered with Dillon Walts and Scott for internal seminar marketing to improve transparency and cost efficiency. Our new marketing strategy focuses on building advisor brands, tracking spending, and boosting profitability, while the Top Rank IQ portal is in development to enhance performance and client engagement.
Top Rank Advisors National Call
Recorded Live, August 4th, 2025
Candace Mastropolo, Director of Client Management at Top Rank Advisors, leads a detailed discussion on the Top Rank Retirement Roadmap, emphasizing the importance of the first 100 days in client relationships. Key points included the regularity of Monday national calls, the transition to every other Monday starting August 18, and the introduction of an Advisor newsletter. Candace outlined the sales process, from discovery visits to implementation and client experience, stressing the need for clear communication and documentation in Redtail. She also highlighted resources for in-force servicing, such as allocation changes and address updates, to streamline client interactions and ensure smooth operations.
Top Rank Advisors National Call
Recorded Live, July 28th, 2025
Jeff Roediger discussed email security and compliance issues, emphasizing the importance of email authentication. He highlighted that new email security requirements by Google and Microsoft have increased competition and the risk of phishing and spoofing. Jeff offered to run domain checks and provide assistance with email authentication to ensure deliverability. He also recommended using Go High Level for automated email campaigns to maintain compliance and efficiency. The meeting concluded with a call to action for participants to check their email domains and schedule consultations to address any compliance issues.
Top Rank Advisors National Call
Recorded Live, July 21st, 2025
Taylor Galpin from Allianz discussed IULs, highlighting their benefits for high-income earners and those maxing out 401(k) options. He detailed an underwriting upgrade program that bumps standard non-tobacco clients to preferred best rates, enhancing accuracy and client satisfaction. Galpin also mentioned a fixed rate return of 5.5% for conservative clients. He shared a case study of “new money Todd,” illustrating how clients can benefit from iuls. Additionally, he emphasized the index lock feature, which allows clients to lock in positive index returns, and the various bonus options available, including a 1% classic bonus and a 40% multiplier for high returns.
Top Rank Advisors National Call
Recorded Live, July 14th, 2025
The meeting focused on annual reviews and best practices for client management. Candace emphasized the importance of treating the current book of business as an active marketing funnel, aiming for 40% of business to come from existing clients. She detailed the annual review process, including housekeeping notes, beneficiary reviews, risk tolerance assessments, and new service offerings. Candace highlighted the use of Right Capital for tracking assets and opportunities, and the importance of accurate client profiling. The discussion also covered the logistics of scheduling annual reviews and the benefits of using Redtail for client management.
Top Rank Advisors National Call
Recorded Live, July 7th, 2025
The July 7th call focused on company performance metrics and future growth strategies. Highlights included recognizing top producers: Alex led in long-term care with $351,000, Derek in annuities with $2.14 million, and Candace in AUM with $1.4 million. The company is on track to exceed $1 million in long-term care premiums and $6 million in AUM. Incentives such as a $5 million trip to the Bahamas and a CEO Summit for top performers were also announced. The speaker stressed the importance of planning, preparation, practice, and performance, along with maintaining a positive mindset and clear vision for growth. Action items include disclosing the CEO Summit location at the upcoming Impact Summit in October and announcing the new national trainer and recruiter this week.
Top Rank Advisors National Call
Recorded Live, June 30th, 2025
The June 30th meeting covered market updates, compliance changes, and a client case study. Alex Hearley shared insights on how interest rates, tariffs, and Trump’s bill are influencing the market, stressing the importance of tracking upcoming quarterly earnings reports. He emphasized maintaining detailed notes in Redtail for compliance purposes and recommended creating separate profiles for insurance and AUM clients. Alex also presented a client case where a $650,000 AUM was secured through a Roth conversion strategy, focusing on tax management rather than investment returns. He addressed the five-year rule for Roth conversions and highlighted the overall importance of tax planning. Key action items from the call include obtaining compliance approval before making changes to presentation materials, creating separate Redtail profiles for insurance and AUM clients, and ensuring all meeting notes and client documentation are properly recorded in Redtail.
Top Rank Advisors National Call
Recorded Live, June 23rd, 2025
This June 23rd TRA National Training Call focused on sales strategies and client management, with Ryan emphasizing the importance of building trust through education and transparency. He shared his approach to handling objections, such as explaining fee structures and the value of the firm’s services. The discussion covered working with couples, especially those with separate finances, and the importance of inclusiveness in the process. Ryan also highlighted the need for annual reviews to ensure clients are satisfied with their income annuities and offered insights on supporting clients with limited assets. The session concluded with an announcement of an upcoming boot camp for further training, along with key action items: attend the Impact Summit on October 2–3, conduct annual reviews for clients with income annuities, provide training on the review process, and bring staff or team members to the Impact Summit.
Top Rank Advisors National Call
Recorded Live, June 16th, 2025
On this recent TRA National Call, the team announced expanded marketing efforts, including hiring a full-time financial advisor and administrative support in Raleigh. Jeff Roediger and Cari Sinclair led a detailed walkthrough on how to properly handle federal and state retirement consultation leads. They stressed the importance of understanding federal benefits and utilizing the TRAK software for accurate pension analysis. Advisors were reminded to consistently update lead statuses in the CRM to ensure proper follow-up and tracking. The call also highlighted the significant opportunity in the marketplace, with an estimated $600 billion in assets expected to transition into retirement over the next five years. The session closed with a Q&A and a strong push for advisors to take full advantage of the available tools, lead generation programs, and resources.
Top Rank Advisors National Call
Recorded Live, June 9th, 2025
This June 9th National Call focuses on improving efficiency in application and transfer processes. Candace emphasized the importance of treating applications as two appointments: the initial application and the transfer of funds. She highlighted that 80% of applications should be issued within 30 days, typically within 20-25 days. For employer-sponsored plans, 1035 exchanges are unnecessary unless it’s an IRA. Candace also shared a Transfer Spreadsheet (can also be found on the Operations Page) detailing various financial institutions’ requirements, such as e-signatures and turnaround times. Additionally, she discussed handling medallion signatures and custodian-owned accounts, stressing the need for thorough documentation and client communication.
Top Rank Advisors National Call
Recorded Live, June 2nd, 2025
Improving seminar effectiveness and increasing appointment bookings was the topic for this week. Matt Purvis emphasized the importance of a strong follow-up process, including handwritten thank-you cards, personalized emails, and phone calls. He recommended aiming to book 70–80% of attendees and using clear language on the response form. For lunch events, he suggested serving food after the presentation to minimize distractions. A structured event timeline and checklist were also highlighted to ensure smooth logistics. The team discussed common challenges like rescheduling and on-site booking rates, with actionable strategies provided to address them.
Top Rank Advisors National Call
Recorded Live, May 19th, 2025
In this call, Ryan shares a recent client case involving a federal employee nearing retirement and how he used a combination of an income annuity and Roth conversions to create a tax-efficient retirement income plan. The strategy focused on managing RMDs, maintaining a favorable tax bracket, and allowing a portion of the assets to grow tax-free. This case is a strong example of how proactive tax planning and the right income tools can work together to protect long-term wealth in retirement.
Top Rank Advisors National Call
Recorded Live, May 12th, 2025
Alex discussed the income asset sheet and Fed tax rate calculator, using a case of a woman with $1.2 million. He outlined a three-bucket strategy: income, short-term growth, and long-term growth, aiming for a $10,700 monthly income by age 67. The woman’s pension, Social Security, and supplement provided $5,670 monthly for the first two years, rising to $6,612 at age 62. A $300,000 income annuity and $200,000 in dividends were used to meet her $9,000 monthly goal. Alex also explained Roth conversion strategies, emphasizing market timing and tax bracket management.
Top Rank Advisors National Call
Recorded Live, May 5th, 2025
Chris Gertz from Royal Neighbors introduced their new SPL product, which launched a week ago. Royal Neighbors, a fraternal nonprofit with $1.3 billion in assets, offers four life products and several annuity products. The new SPL product integrates with their existing E-app process, expanding issue ages to 40-85 and adding a preferred risk class. It includes four riders: terminal, chronic, critical, and a unique charitable giving rider. The product features a liquidity option for emergency cash access and streamlined underwriting. Chris emphasized the importance of agent feedback and competitive pricing, noting that 15% of applicants qualify for the preferred class.
Single Premium Whole Life (SPWL) pdf
Top Rank Advisors National Call
Recorded Live, April 28th, 2025
Christine Gilbert, an advisor development coach, led a discussion on time management and efficiency for advisors. She emphasized the importance of creating an org chart to identify available resources, such as case design support and marketing materials. Christine suggested using a pending issued business log to track client progress and recommended leveraging email templates and AI for streamlined communication. She highlighted the significance of prioritizing revenue-generating activities and using SMART goals to set specific, measurable, attainable, relevant, and time-bound objectives. Advisors were encouraged to delegate non-essential tasks and focus on client interactions to improve productivity and client service.
Pending-Issued Business Log
Combination Time Management Calendar Templates
The Most Important Number
Top Rank Advisors National Call
Recorded Live, March 10th, 2025
Our March 10 National Call celebrated Top Rank’s record-breaking February sales of $8.2 million and introduced Alex’s new monthly market updates on portfolio management. The discussion covered key market trends, including the impact of tariffs on volatility, with the S&P 500 dropping 3.4% last week. Featured portfolios included Red Hawk’s high-dividend stock portfolio (8.3% annual return) and Victoria Capital Management’s growth portfolio (16% annual return since 1994). This meeting reinforced the importance of diversification through income annuities and dividend portfolios to help clients navigate market risks and secure their financial future.
Top Rank Advisors National Call
Recorded Live, March 3rd, 2025
Ryan showcases outstanding February production numbers, with Bryant Stone leading at $1.9 million, Alex surpassing $1 million, and Derek at $933,500. Year-to-date issue paid through February reached $5.14 million, with $4 million from February alone, and pending production at $5.35 million. Upcoming boot camp speakers also mentioned that include Allianz for IUL training and One America for long-term care, plus a new CPA relationship to support client tax planning. The meeting reinforced the importance of responsibility, clarity, and persistence in driving success.
 
Top Rank Advisors National Call
Recorded Live, February 24th, 2025
This National Call focused on using Right Capital for client onboarding and tax planning. Candace walks through setting up a client profile, stressing the importance of accurate income and asset details. Alex highlights the tax planning tools, particularly for Roth conversions, optimizing tax brackets, and managing future tax liabilities. The team also discusses how the software projects tax-adjusted ending assets and RMDs. This session finishes with a Q&A on using Right Capital for income projections and its value for both clients and prospects.
Top Rank Advisors National Call
Recorded Live, February 10th, 2025
On this week’s National Call, the marketing team covered key strategies for financial advisors to improve CRM efficiency and enhance LinkedIn profiles. Cari discussed common CRM import delays and stressed the need for detailed notes and proper servicing in Redtail for compliance. Jeff shared 20 actionable steps to optimize LinkedIn visibility, from updating education and skills to using targeted keywords. He also introduced tools like Duck Soup for automated, compliant messaging. A polished LinkedIn profile, he emphasized, is crucial for lead generation and client retention, especially in the government sector.
Top Rank Advisors National Call
Recorded Live, February 3rd, 2025
This week’s National Call covered key updates on Client Servicing, product changes, and upcoming events. American Equity raised the Asset Shield bonus to 14% for new applications signed after February 1, impacting fund families and participation rates. The team reviewed the Client Servicing guide, ensuring A+ clients receive quarterly reviews and high-net-worth clients get enhanced marketing. Upcoming events include the Top Ranked Agents Academy on March 27-28 and various webinars. Candace also highlighted the Clients for Life service for automated client communications.
Top Rank Advisors National Call
Recorded Live, January 6th, 2025
In this week’s meeting, Ryan shared exciting updates and announcements, including a 95% year-over-year growth with monthly annuity sales pacing at $4.5 to $5.5 million, positioning the company for $75 to $100 million in annual sales. Advisors were informed about Atlantic Coast Life and Sentinel temporarily pausing new applications due to state issues and introduced to the 2026 incentive trip for meeting production benchmarks. We also highlighted upcoming Legacy Lock training sessions and an advisor boot camp in Raleigh to support continued success.

2024 - Weekly Advisor Training Sessions

2024 - Weekly Top Rank Advisors National Call