Events & Training
Upcoming Training Events
Wealth & Income Planner Program Training
Learn how to use the Wealth & Income Planner software to put together a complete and understandable review of your clients' retirement outlook. It is provided FREE to agents that work with Partners Advantage and it provides compelling sales tracks that lead to annuity, life insurance, and long-term care insurance sales.
Date: Tuesday, April 6, 2010
Time: 1 p.m. Pacific/2 p.m. Mountain/3 p.m. Central/4 p.m. Eastern
 Click here to register for this free training event
Recorded Webinars
Tips & Tools for Effective Marketing (Webinar Replay)
Recorded on January 14, 2010
This webinar includes tips on how to develop an effective marketing plan; suitable and compliant marketing; and information on the professional, client-ready sales tools, software and systems which are available FREE - exclusively from Partners Advantage.
Click here to access webinar replay
Using Health Products to Create Cross Selling Opportunities (Webinar Replay)
Recorded on December 3, 2009
Learn more about the Health products and carriers offered by Partners Advantage along with great tips on how you can use these products to better serve your clients and find cross-selling opportunities.
Click here to access webinar replay
West Coast Life Tele-Life Application for Life Cases (Webinar Replay)
Recorded on October 14, 2009
Learn more about how to increase your business using the Tele-Life Application for term life cases. Listen to a brief webinar replay to learn more.
Click here to access webinar replay
North American Rapid Request Form for Life Cases (Webinar Replay)
Recorded on October 12, 2009
Learn more about how to increase your business using the Rapid Request form for term life cases. Listen to a brief webinar replay to learn more.
Click here to access webinar replay
Sales Ideas to Grow Your Life Business (Webinar Replay)
Recorded on October 8, 2009
This webinar discusses sales ideas and new tools to grow your life business. Topics Include: how to use and attract high net worth clients with free business evaluations and executive bonus plan products; using indexed UL to enhance retirement income; using e-applications to expand your business; and large case rescue.
Click here to access webinar replay
Roth IRA Conversion Educational Webinar (Replay)
Recorded on September 10, 2009
This webinar provides great training on the upcoming annuity sales opportunities related to changes in the Roth IRA tax laws.
Click here to access webinar replay
Growing Your Sales by Serving the Business Market (Training Webinar Replay)
Recorded on August 13, 2009
This webinar provides a great overview of the many opportunities you have to provide important solutions to business owners using insurance products. Plus, information on the exclusive Partners Advantage Sales System to help you reach you target market.
Click here to access webinar replay
151A Update Webinar (Replay)
This short 20-minute webinar provides updates on developments related to the battle to stop the implementation of SEC Rule 151A - including the lawsuit, legislative bill and more. Click on the link below to listen to the webinar replay from July 2, 2009.
Click here to view now
Power of Ideas 15-Minute Conference Call Series
Transamerica has packed valuable strategies into a 15-minute, monthly conference call series. Its a great time to sell life insurance, so listen and learn how you can capture more opportunities in 2009. Click on the link below to listen to the replays.
Click here to listen
Old Mutual Financial Network Annuity Training Webinar Replay
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