Learning Labs
Every Tuesday @ 2pm EST

Join us every Tuesday where we will feature a guest host teaching fundamentals such as product information, sales case studies and product positioning.  Additionally, we will welcome expert instructors who will support your overall practice and business development with topics such as client profiling, office streamlining as well as marketing and technology tools and tips.


Week 4 - February 6, 2018
HOsted By Amy Kniseley
Featuring Jaime Mueller,
Director of Member Services at Advantage Insurance Network

THIS WEEK - Asset-Based LTC Funding Strategies that Work! 

Long-Term Care planning can be “tough sledding” with even your best clients. Even if you have an agreement that they need to do something to plan, figuring out the most efficient funding strategy can be challenging if you aren’t familiar with the ever-growing Asset-Based Long-Term Care market.   

There has never been a better time to start implementing an Asset-Based Long-Term Care risk management strategy into your practice. In this session, Jaime Mueller will walk through two of the most competitive strategies she sees implemented by the most successful financial advisors across the country. 

Week 3 - January 30, 2018
HOsted By Jay Rocheleau
Featuring Ted Johnson, VP of SAles at Market Synergy Group

THIS WEEK - PIMCO Global Optima Index™ Dynamically Blending Global Equity and U.S. Fixed Income Markets to Help Deliver Upside Growth Potential

The PIMCO Global Optima Index™ is a quantitative, rules-based index that seeks to provide upside return potential by dynamically adjusting its allocations to a diverse range of global equity and U.S. fixed income markets. The PIMCO Global Optima Index™ has been designed exclusively for AIG’s retirement products by Pacific Investment Management Company LLC (PIMCO), one of the world’s premier asset managers. It is available in select annuity products issued by AIG member company, American General Life Insurance Company.

Week 2 - January 23, 2018
HOsted By Jay Rocheleau presenting on the Beneficiary Review Campaign

Our Beneficiary Review Program is a customizable tool kit, specifically designed to aid you in the critical discovery process by identifying a client’s assets through evaluating proper beneficiary designations.  During this week's webinar, Senior Wholesaler, Jay Rocheleau, will be reviewing the powerful case studies and success stories of this campaign.

Week 1 - January 16, 2018
Hosted by Jay Rocheleau
Featuring Ted Johnson, VP of SAles at Market Synergy Group

Watch Ted's Learning Lab where he presented on the following:

  • Multiple uncapped crediting alternatives for industry leading safe accumulation potential
  • Access to Exclusive MLSB index from Merrill Lynch and PIMCOGlobal Optima Index from PIMCO
  • Backed by the strength and experience of AIG