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Sales Concepts

Key Person Buy Sell Agreement Executive Bonus
Help protect your client’s business against the loss of a key person, including loss of managerial skill and experience and decrease in sales.
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Help your client fund the transfer of ownership of their business, or protect against unintended or unwelcome transfers of ownership.
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Help incentivize employee retention with an attractive and exclusive benefit in the form of life insurance.
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Estate Planning Legacy Building Longevity Planning
Life insurance death benefit proceeds can provide the liquidity needed to pay off debt, replace income, supplement retirement income, create an equitable inheritance between heirs, and even provide protection for businesses.
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Use permanent life insurance to offer death benefit protection along with an efficient way to pass along assets to beneficiaries. Learn how to put this strategy to work for you.
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The desire to travel, a new home, new hobbies, and gifting assets might be beyond your client’s current plan for income replacement in their later years. Help your clients plan for the best.
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Annuity Max Pension Max Retirement Planning
The objective is to provide a greater death benefit for heirs using annuity assets. Gain insight into how this strategy works and how you can help build your sales.
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Find your sales potential in this large market niche. From teachers to state and local government employees, discover your next sales opportunity today.
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Help your clients protect what’s important now while giving them a way to enjoy financial freedom later. Help boost your sales today with this key strategy.
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Client Review Smart Money College Funding
Life insurance left untouched may no longer be meeting your clients’ needs. Position yourself as an important resource and put a periodic client review practice in place today.
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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 life insurance. Learn how to help your clients make their smart money even smarter!
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A premature death and the rising costs of college tuition can be hard on a family. Help your clients gain financial protection and help pay for college with a college planning strategy.
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Recorded Webinars

Why North American IUL? Demystifying IUL Product Features Demystifying IUL Index Credits
Explore our IUL portfolio and learn about the great features available!
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Learn about index selections, unique product features, and additional benefits of indexed universal life insurance.
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Learn about how index crediting works and understand caps, participation rates, loans, and more!
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SimpleSubmit® Demo Life Insurance for Changing Needs Beneficiary Designation Review
Check out this demo of our e-app, SimpleSubmit®
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Learn about product features that can provide clients with flexibility and control to help meet changing needs.
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Incorrect beneficiary designations can cause significant problems for clients and prospects. Learn how to avoid these mistakes! Presented by guest speaker, Linas Sudzius.
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Legacy Building Using Life Insurance Life Insurance: A Solution for Your Clients Strong on Guarantees
Do your clients have plans in place for exactly how their legacy funds will transfer to heirs? Learn how life insurance can help!
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With a focus on death benefit need, this presentation educates on how important death benefit coverage is as well as indicating which products may meet a client’s death benefit needs. Product details are also covered.
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Get a better understanding of when to use each Life Insurance product, depending on your clients needs. Our sales strategies, case studies and illustration software tips can help you build the most compelling case.
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Retirement Planning Using IUL Understanding IUL: Beyond the Basics Actuarial Guideline 49: Illustrating IUL Products
Learn how North American’s Builder IUL can help to supplement Retirement Planning.
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Take a deeper look into how IUL works and learn what sets North American’s IUL portfolio apart from any other. Take this opportunity to become an expert on how IUL is designed!
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This session covers Actuarial Guideline 49 and how Indexed UL products can be illustrated.
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Social Media

Introduction to Social Media Social Media Recruiting Social Media Prospecting
What’s the big deal about social media and why should you care? Watch this video to learn the basics about the most popular platforms, and why they’re important for doing business with today’s customer.
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Looking to connect with more financial professionals to help grow your business? Social media can help! Watch this video to learn how.
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It’s important to be where your customers are, and today, that’s on social media. Watch this video to learn tips and tricks to help you prospect for clients using social media.
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Getting Started with LinkedIn Social Media for Financial Services *
You have a LinkedIn profile, but now what? Watch this recorded webinar to learn how to optimize your profile and start building your personal brand through LinkedIn.
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What is social media? Why should you care? How do you use it for business? Watch this webinar for answers to these questions and more!
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