North American’s Web Events

 

Sign up today for one of our live web events, or explore the pre-recorded sessions available whenever you’d like some extra training.

 



Live Web Events: Sign Up Today!

  • InsMark:
    The Powerful Tool To Supplement Your Retirement Planning Cases

    Join Andy Bakkegard, Manager of our Agent Solutions Team, see how adding the InsMark illustration tool can help boost your Builder Plus IUL sales.

    Andy will focus on Retirement Planning using North American’s Builder Plus IUL, you’ll see important features and a few examples on how to put these tools to work today!

    Presenter: Andy Bakkegard
    Date: 6/12/2018
    Time: 3 PM CDT

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  • Time with Tom:
    ROP — Why I Love It!

    Take 15 minutes to join Tom Martin, Senior Marketer here at North American Company, and see why he loves the Return of Premium Death Benefit Option and all the benefits it can provide for a retirement planning illustration.

    Come ready with questions for this quick informal session.

    Presenter: Tom Martin
    Date: 6/19/2018
    Time: 10 AM CDT

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  • Time with Tom:
    Product Selection and Product Hot Spots

    See what sets North American’s product portfolio apart from the industry. Wondering which North American product to choose? Which product works best for your particular objectives? What are the product niches? Learn how to match up the right product for your client’s needs.

    Presenter: Tom Martin
    Date: Tuesday, July 10
    Time: 3 p.m. CDT

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  • Unlocking IUL Potential

    Take a deeper look into indexed universal life (IUL) insurance and see what sets North American’s IUL apart from the industry. Take this opportunity to see North American’s IUL potential for you and your client.

    Date: Wednesday, July 18
    Time: 3 p.m. CDT

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  • Time with Tom:
    Growing Premium: The Power of Illustrating Premium Growth

    See how showing a growth in premium can affect potential cash accumulation and discover how to increase your IUL sales to new levels.

    Presenter: Tom Martin
    Date: Tuesday, July 24
    Time: 3 p.m. CDT

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  • North American’s Web-based Illustration Software

    Take a detailed walk through North American’s web-based illustration software. Learn how to illustrate popular sales concepts and access different reports.

    Date: Tuesday, July 31
    Time: 10 a.m. CDT

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Recorded Sessions: Available Anytime

  • North American's Indexed Universal Life Insurance is Delivering the Difference.

    Discover the design advantages of North American's IUL products.

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  • Business Sales ideas

    Your business clients have unique life insurance needs. Let North American help simplify your sales process with our powerful sales strategies. Learn how to position products to best help your business clients with buy-sell funding, key person insurance, executive bonus plans and business continuation.

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  • Income Protection

    A primary goal of life insurance is to provide financial protection at the loss of an income earner or service provider. Learn tips on what to look for and how to position life insurance for this basic but important need.

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  • SimpleSubmit® Life Insurance Demo

    Check out this demo of our life insurance e-app, SimpleSubmit®

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  • Product Selection

    A North American product introduction. Clearly show the strength of each life insurance product including when/where to use them. All of our more popular sales concepts are shown with the products that work most effectively for each.

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  • College Funding1

    A premature death and the rising cost of college tuition can be hard on a family. Help your clients gain financial protection and help pay for college with life insurance. Understand the mechanics behind this strategy, learn how North American's Builder IUL® can provide additional funds for college and get illustration software tips.

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  • Software Tips and Hints

    Review the basics of North American's life insurance software, important features and a few examples so you can put these tools to work today.

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  • Life Insurance Policy Review

    Life insurance left untouched may no longer be meeting your client's needs. Position yourself as an important resource and put a periodic client review practice in place today.

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  • Retirement Planning with Survivorship GIUL Insurance

    Are you limiting your retirement planning cases to just insuring one life? For married couples survivorship may be an attractive solution. 

    • Provide a death benefit for beneficiaries after the 2nd death
    • Show an income stream that lasts as long as EITHER spouse is alive
    • Learn how to get a strong performing illustration.

    Join our webinar to discover how Survivorship GIUL can be a compelling part of retirement planning solutions.

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  • Delivering the Difference in Life Insurance Underwriting

    Join Roger Hofer (Director of Underwriting for North American) on this informative webinar. We'll be covering some underwriting improvements on rate class criteria, information on acceptable Visa types, Financial Underwriting, and go through several case studies. Reserve your spot today and discover changes that can impact your business and help you place more policies.

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  • 4 Ways Indexed Universal Life (IUL) can Compliment a Qualified Plan

    IUL can be a great tool in retirement planning. Discover new talking points you can use with your clients. Learn how IUL can provide death benefit protection and help with effective timing of distributions, taxes, social security, and more. This is not about IUL instead of a qualified plan, but rather how IUL works WITH other sources of income. Add these new discussion points to your client meetings where applicable and help grow your retirement planning sales.

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  • Smart Money Sale

    Smart money is money your clients want to control and be able to access during times of need. While there are several places to store smart money, one option to consider is indexed universal life insurance. Learn how to help your clients make their smart money sale even smarter!

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  • Retirement Planning Using Indexed Universal Life Insurance (IUL)

    Help your clients protect what's important now while giving them a way to enjoy financial freedom later. Find out how the concept works, learn how North American's Builder IUL can provide death benefit protection and also additional stability for the retiree and get illustration software tips to help build a compelling case.

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  • SimpleSubmit® Demo

    North American's SimpleSubmit e-app, powered by iPipeline's iGO®, is your solution for a quick and complete application process for nearly all of your North American business! Attend this walk-through demo to see for yourself how the SimpleSubmit e-app can help you complete your apps in record time!

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  • North American's New Web Based Software – Enhancements

    Learn how to access North American's Web-Based Illustration Software, its new features, and solve enhancements.

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  • North American's New Web Based Software – Demo

    Participate in a step-by-step demonstration of North American's Web-Based Illustration Software.

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  • Retirement Planning Using North American's Web-Based Illustration Software

    What a combo! Join us to find out how the Retirement Planning sales concept works and helpful tips for using our new web-based illustration software with this concept.

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  • How to be Smarter with the Smart Money Concept


    Presenters: Troy Haman, AJ Stafslien, & John Lulay

    Smart money is money your clients want to control and be able to access during times of need. While there are several options for where to keep this smart money, only life insurance provides death benefit protection. This session will provide not only Smart Money 101, but also “outside the box” tips and the scoop on how Smart Money fits into today’s marketplace. Whether you’re new or experienced with the Smart Money sales concept you’ll want to attend this session.

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  • Legacy Building

    U.S. Baby Boomers are on track to transfer as much as $30 trillion in assets to their Gen X and Millennial children.2 Chances are, you probably have a client or two that are in the Baby Boom generation. Attend this web training to learn how to use permanent life insurance to offer death benefit protection along with an efficient way to pass along assets to beneficiaries.

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  • Client Review

    Life insurance left untouched may no longer be meeting your client’s needs. Position yourself as an important resource and put a periodic client review practice in place today.

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  • Help Mitigate Risk Using Rapid Builder IUL®

    There are risks to your clients’ financial strategy that life insurance may mitigate. This presentation examines the various risks that are often overlooked, as well as a potential solution that your clients should examine closely.

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  • Business Sales Ideas

    Your business clients have unique life insurance needs. Let North American help simplify your sales process with our powerful sales strategies. Learn how to position products to best help your business clients with buy-sell funding, key person insurance, executive bonus plans and business continuation.

    WATCH NOW

  • Rapid Builder IUL – Death Benefit Protection with Early Cash Value Focus

    Discover the unique design elements of this Indexed Universal Life product. Learn how it's built to focus on early cash value accumulation and access to funds.
    Presenter: Tom Martin

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  • Guarantee Builder IUL – Guaranteed Death Benefit with Cash Value Growth Potential

    With many competitive features, this life insurance product could be one of the most compelling guaranteed death benefit products in the industry. Join this webinar to get unique design and feature details.
    Presenter: Tom Martin

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  • Living Benefits

    At North American, we believe that in addition to death benefit protection that your clients should have access to their life insurance policy while they are living. Learn the details that will help you explain the Accelerated Death Benefit options to your clients!
    Presenters:Jessica Lovell-Opdahl

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  • Your Client’s Life Insurance Journey

    Have you missed something? Join us to learn a phased approach to identifying the missed sales opportunities in your client’s changing needs.
    Presenters:Shawn Frederiksen

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  • Legacy Optimizer: The Sales You Missed in 2017

    There are 30 trillion reasons to join this web event. It is expected that $30 Trillion of assets will to pass to the next generation over the next couple of decades.2 Shawn and Charlie discuss ideas on how Legacy Optimizer Indexed Universal Life Insurance — a product designed for a single premium3 — can help grow your practice significantly.
    Presenters:Charlie Gipple and Shawn Frederiksen

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  • 4 Ways Indexed Universal Life (IUL) Can Complement a Qualified Plan

    IUL can be a great tool in retirement planning. Discover new talking points you can use with your clients. Learn how IUL can help with effective timing of distributions, taxes, social security, and more. This is not about IUL instead of a qualified plan, but rather how IUL works WITH other sources of income. Add these new discussion points to your client meetings where applicable and help grow your retirement planning life insurance sales.
    Presenter: Tom Martin

    WATCH NOW

  • Time Traveling Sales Concept: Regulation XXX

    Let us show you how a 20‐year‐old Actuarial Guideline has created a massive opportunity for easy client review and greater sales potential!

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  • NEW! North American's WriteAway - Accelerated Underwriting

    Would you like to have fully-underwritten pricing with no paramedical exam and no fluids taken from your clients? Let us introduce you to the newest process from North American, WriteAway accelerated underwriting.

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  • Demystifying IUL Series Session 1 – IUL Mechanics

    Understand the basic functionality of Index Universal Life Insurance products.

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  • Demystifying IUL Series Session 2 – How Insurance Companies Cover Index Credits

    Find out how index credits work on IUL products.

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  • Demystifying IUL Series Session 3 – Compelling Product Features

    Learn about the most competitive features of our products, and how they can apply to your customer's needs.

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  • Demystifying IUL Series Session 4 – Effective Illustration Tips

    Understand North American's illustration software and how to run it most effectively.

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  • Demystifying IUL Series Session 5 – How to Sell

    Gain an understanding for how to position our IUL portfolio with your various clients' needs.

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  • E-Business Solutions with North American

    Join us as we help bring you up to speed with our e-processes! Learn how and when to use our SimpleSubmit® electronic application and North American’s Drop Ticket. We’ll also have a helpful discussion about WriteAway, North American’s exciting new non-fluid underwriting process!

    WATCH NOW

  • Builder Plus IUL: Not Your Average Life Insurance

    Learn all about this new Indexed Universal Life insurance product! Builder Plus IUL is designed with death benefit protection and the ability to build strong, long-term cash value accumulation through an Account Index Multiplier.4 Join us to learn about this new product including target markets, features and benefits, and product positioning.

    WATCH NOW

  • Builder Plus IUL

    Don't miss your opportunity to learn all about this new Indexed Universal Life insurance product!

    Builder Plus IUL is designed with death benefit protection and the ability to build strong, long-term cash value accumulation through an Account Index Multiplier4. Join us to learn about this new product including target markets, features and benefits, and product positioning. You won't want to miss these live web training events!

    WATCH NOW

  • E-Business Solutions

    Join us as we help bring you up to speed with our e-processes! Learn how and when to use our electronic application and our Drop Ticket as well as information about our exciting new non-fluid underwriting WriteAwaySM now available on all our permanent products!

    WATCH NOW

  • Legacy Optimizer IUL

    It is expected that $30 trillion of assets will pass on to the next generation over the next couple of decades. In this sales development web training session, Charlie Gipple and Tom Martin will discuss ideas on how Legacy Optimizer Indexed Universal Life insurance — a product designed for a single premium — can help you grow your practice significantly.2

    WATCH NOW

  • Retirement Planning

    The primary purpose of life insurance is to provide death benefit protection. However, insurance can also be used to help supplement retirement income. Watch this webinar to find out how.

    WATCH NOW

Questions? Concerns? Ideas for new webinars?
Call our Sales Development team today at 800-800-3656 ext. 10411.

Builder IUL® (policy form series LS172), Builder Plus IUL (policy form series LS183), Survivorship GIUL (policy form series (LS171/LS171S [with waiver of surrender charge]), and Legacy Optimizer IUL (policy form series LS180) are issued by North American Company for Life and Health Insurance , Administrative Office, Sioux Falls, SD 57193 Products, features, riders, endorsements, or issues ages may not be available in all jurisdictions. Limitations or restrictions may apply.

Indexed Universal Life products are not an investment in the "market' or in the applicable index and are subject to all policy fees and changes normally associated with most universal life insurance.

1 The primary purpose of life insurance is to provide a death benefit to beneficiaries. Because of the uncertainty surrounding all funding options except savings, it is critical to encourage your clients to make personal savings the cornerstone of your clients' college funding program. However, even a well-conceived savings plan can be vulnerable. Should your clients die prematurely, their savings plan could come to an abrupt end.
To protect against this unexpected event, life insurance may be the only vehicle that can help assure the completion of a funding plan. In addition to the financial protection aspect of insurance, the tax-deferred buildup of cash values can be part of your clients' college savings plan. Generally, if the policy is not a Modified Endowment Contract then tax-free withdrawals can be made up to the contract's cost basis. Moreover, if the policy is not a Modified Endowment Contract, then loans in excess of the cost basis are also tax free as long as the policy remains in force.

2. Source: CNBC 11-30-16, Morgan Stanley 2015, Accenture. The “Greater” Wealth Transfer - Capitalizing on the Intergenerational Shift in Wealth, 2012; Accenture 2016.

3. Although Legacy Optimizer is filed as a Flexible Premium Universal Life and allows additional premiums, the product is designed for a single premium payment. There are limited benefits to adding premiums after policy issue – for example, the Account Value will increase with additional premium payments but the guaranteed death benefit and the Return of Premium Value will NOT. Therefore, clients should carefully consider whether additional premiums should be made.

4. Account Interest Multiplier is applied after interest credit or index credit is determined and before any Interest Bonus. It is not applied to the Interest Bonus nor any portion of the Account Value that is Policy Debt or the Minimum Account Value.

 

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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