New Agent Training Camp

May 21st - May 22nd, 2024

Questions?

Please contact Andrea Buffo

Apply now!

About the Training:

Our New Agent Training Camp represents the ideal experience for a producer to get an introduction to Alliance Group and the tools they have access to as an Alliance Group agency partner. The content of these sessions is geared toward agents either new to the life insurance industry or new to Alliance Group in general, but it contains useful information for agents across all levels of experience.

Topics covered include:

Living Benefits
Introduction to IUL
Mortgage Protection
Alliance Group’s marketing tools and systems
The Alliance Group Agent Portal
Prospecting ideas
How to run illustrations
How to submit your first pieces of business
Field Underwriting
Carrier introductions

Hotel Details:

Courtyard by Marriott
Atlanta NE/Duluth Sugarloaf
1948 Satellite Blvd
Duluth, GA 30097

We'll book your room and cover your ground transportation!

email: andrea@alliancegrouplife.com

phone: 678-969-9000

DAY 2:

10:00am – 10:30am
Needs Analysis
Samuel Howe

10:30am - 11:00am

 Field Underwriting

Eric Ojeda

11:00am – 12:00pm
Illustration & E-application Training
(How To Write Business!)
Lindsay Morway & Jake Peck | NLG
Diego Coig & Lily Fong | Ameritas
Michael Hardin & James Yu | ANICO
Tony Morrison | Foresters

12:00pm – 1:00pm LUNCH BREAK

1:00pm – 1:30pm
Alliance Agent Portal
Samuel Howe & Mark Powell

1:30pm – 2:30pm
Alliance Marketing Tools
Alliance Marketing Team

2:30pm – 3:00pm
Next Steps: Prospecting and Marketing
Samuel Howe

3:00pm – 3:30pm
Wrap Up & Questions

DAY 1:

10:00am – 10:30am
Welcome to Alliance Group - Meet the Team!

10:30am – 11:30am
Living Benefits Life Insurance
Samuel Howe

11:30am – 12:30pm
20 Uses of Life Insurance
Steve Walther

12:30pm – 1:30pm LUNCH BREAK

1:30pm – 2:30pm
Types of Life Insurance & Intro to IUL
Samuel Howe

GET TO KNOW OUR CARRIERS:

2:30pm – 2:45pm
National Life Group | Jake Peck & Lindsay Morway

2:45pm – 3:00pm
Ameritas | Diego Coig & Lily Fong

3:00pm – 3:15pm
ANICO | Michael Hardin & James Yu

3:15pm – 3:30pm
Foresters | Tony Morrison

3:30pm – 4:00pm
Wrap Up & Questions

Agenda:

VIRTUAL