KNOWLEDGE-BASED
CARRIERS PRODUCT TRAININGS
Learning where the leads and how to collect data.
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Stay ahead in the industry with our Carriers Product Trainings, designed to provide in-depth knowledge of insurance products, underwriting guidelines, and policy structures from top carriers. These trainings ensure that agents and advisors understand the latest updates, coverage options, and selling strategies to better serve their clients.
Our sessions cover key product features, compliance requirements, and best practices, empowering professionals to confidently recommend the right solutions. Whether you're new to the industry or looking to refine your expertise, our product trainings keep you informed and competitive.
Insurance Carrier Companies
Product Knowledge
1.1 Learn & Plan
1.2 Annuities
1.2.1 Report a Death
1.2.2 Annuity claim forms
1.2.3 Buyer's Guide
1.2.4 VA Prospectus
1.3 Money Management
1.4 Home & Health
1.6 Life Insurance
1.6.1 Learn Life
1.6.2 Fund Performance
1.6.3 Report a death
1.6.4 Life claim forms
1.6.5 Claim Forms
1.6.6 VUL prospectus
1.6.7 Index IU Performance
2.1 FAQ's
2.2 Annuities
2.3 Life Insurance
2.4 Retirement Plans
2.5 Living Benefits
2.6 Mutual Funds
2.7 IRA
2.8.1 Life Insurance
2.8.2 Retirement Plans
2.8.3 Living Benefits
3.1 Producer Support
3.2 Forms
3.3 PDF Documents
3.4 FAQ's
3.6 New Business
4. Allianz (PREFERRED ANNUITY)
4.1 Indexed Universal Life Insurance
4.2 Annuities
5. American Equity Investment Life Ins Co
5.1 FAQ's
5.2 Annuities
5.3 Forms
5.6 Contact Us
5.7 Calculator
5.8 Client Resources
5.9 Risk Assessments
6. American Life & Security Corp (ALSC)
6.1 American Classic Fixed Deferred Annuity
6.2 American Select Fixed Indexed Annuity
6.3 American Fusion Multi-Year Guaranteed Index Annuity
6.4 MaxGrowth 10 Fixed Indexed Annuity
7. Athene Annuity & Life Company
7.1 Annuities101
7.2 Fixed Indexed Annuities (FIAs)
7.3 Registered Index-Linked Annuities (RILAs)
7.4 Fixed Annuities Immediate Annuities
8.1 Life Insurance
8.2 Retirement
8.3 Learn
8.4 Explore Support
9. Fidelity & Guaranty Life Insurance Company
9.1 Annuities
9.2 Life Insurance
9.3 Contacts
10. Guaranty Income Life Ins Co
10.1 Deferred Annuities
10.2 Forms
11. Investors Heritage Life Ins Co
11.1 Preneed
11.2 Annuities Plan
11.4 Client Portal
12. North American Co For Life And Health Ins
12.1 Annuities
12.2 Life
12.3 Life Information
13. Security Benefit Life Ins Co
13.1 Fixed Annuities:
13.1.1 Advanced Choice Annuity
13.1.2 Rate Track Annuity
13.1.3 Total Interest Annuity
13.2 Fixed Indexed Annuities:
13.2.1 ClearLine Annuity
13.2.2 Foundations Annuity
13.3 Mutual Funds
13.3.1 Advisor Mutual Fund Program
13.4 Variable Annuities
13.4.1 EliteDesigns® Variable Annuity
13.4.2 EliteDesigns® II Variable Annuity
13.4.3 SecureDesigns® Variable Annuity
13.4.4 Variflex® Variable Annuity
13.5 Target Portfolios
13.6 View Tax Code
13.6.1 IRA/Roth IRA
13.6.2 Non-qualified
Next
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MNL
LSW/NLG
Calpers Illustration
Calpers Illustration
STILL NOT SURE?
Frequently Asked Questions
Not sure
Question 1: Should I turn on my VPN each time we open Midland, National Life Group, and Advisors Excel?
Only if accessing outside US otherwise coz it tracks our IP Address.
Question 2: Which website to process the SRA and third-party approval, such as New or Exchange?
Visit 403bcompare.com and watch how to do them using the video tutorial above.
Question 3: Does Midland, National Life Group and Advisors Excel (Surance Bay) follow the same time zone?
No. Midland follows EST which is 2 hours difference from PST for National Life Group and Advisors Excel.
Question 4: How many applications are we submitting daily?
Maximum applications can vary once all data information are available (max 1-2)
Meet the Team of Professionals
Ryan Cahill
Agency Owner
Rebecca Palma
Managing Director
Karen Mahinay
Quality Insurance Specialists
Jeff Rusin
Marketing & Technical Manager
Apple Red Rose
Leads Specialists
Edesa Abecia
Project Manager