3 Mark Webinars
Expand your knowledge. Join one of our upcoming webinars, or listen to recorded webinars at your convenience.
ExtendCare: The Chronic Illness Rider of Choice
View the recording of the Protective Life Webinar Dated June 20, 2018.
Planning Opportunities With Foreign Nationals & Premium Financing Do’s and Don’ts
View the recording of the Global Atlantic Webinar Dated June 13, 2018.
SecureCare Universal Life
View the recording of the Securian Financial Webinar Dated June 6, 2018.
A Protective Life Secret Weapon
View the recording of the Protective Life Webinar Dated May 16, 2018.
Minimize the Risks in Retirement Using IUL
View the recording of the Mutual of Omaha Webinar Dated May 2, 2018.
The Power of Quality of Life
View the recording of the AIG Partners Group Webinar Dated April 25, 2018.
Leveraging The Business Dollar presented by Lincoln Financial
View the recording of the Lincoln Financial Webinar Dated April 18, 2018.
7 Topics – Must have conversations with a business owner presented by AIG
View the recording of the AIG Webinar Dated April 4, 2018.
Introducing our newest carrier Pacific Life Broad Market
View the recording of the Pacific Life Dated March 28, 2018.
3 Strategies To Impact Your Sales results in 2018 Presented by Prudential
View the recording of the Prudential Dated March 21, 2018.
Essential LTC from National Guardian
View the recording of the National Guardian Dated March 14, 2018.
A-List Term presented by Legal & General and Dye & Eskin
View the recording of the Legal & General webinar Dated March 7, 2018.
Traditional LTCi: Here today-Here to stay!, Webinar Presented by Mutual of Omaha
View the recording of the Mutual of Omaha Webinar Dated February 28, 2017.
Tax Law Changes That Might Affect You and Your Clients, Webinar Presented by Mutual of Omaha
View the recording of the Mutual of Omaha Webinar Dated February 27, 2017.
American National’s Great Solutions for You and Your Clients.
View the recording of the American National Webinar Dated February 21, 2017.
The Importance of LTC Planning Presented by OneAmerica
View the recording of the OneAmerica Webinar Dated February 7, 2017.
Business Succession Planning Webinar Presented by John Hancock
View the recording of the John Hancock Webinar Dated January 24, 2017.
The 5% Retirement Sales Idea Presented by Symetra
View the recording of the Symetra Webinar Dated January 10, 2017.
Legal & General America – eDelivery of your clients policy
View the recording of the Legal & General America Dated December 13, 2017.
Ashar Group – The Untapped Market, Life Settlements – Why, When, How
View the recording of the Ashar Group Dated November 29, 2017.
Mutual of Omaha – The Value of an Informal Business Valuation in Working With Business Owners
View the recording of the Mutual of Omaha Webinar Dated November 1, 2017.
Protective Life – Stepped Up Premiums v.s. Level Pay Premiums
View the recording of the Protective Life Webinar Dated November 1, 2017.
Nationwide – Long-term Care on a Survivorship Contract
View the recording of the Nationwide Webinar Dated October 18, 2017. Nationwide YourLIfe SUL II with the LTC rider offers a number of unique solutions to clients with retirement health care cost concerns. This unique solution can fit spouses, unmarried couples, adult with parent and family business partners. Nationwide is the only carrier offering a […]
Symetra Accumulator IUL a new product from Symetra
View the recording of the Symetra Webinar Dated September 20, 2017. During this presentation you will learn how Symetra Accumulator IUL is designed with an emphasis on a simple story. The index options are focused and specifically designed to help meet your clients’ needs while the underlying policy charges are transparent and easy to understand.
Introducing Legacy Optimizer the new hybrid product from North American
View the Legacy Optimizer webinar recording dated August 30, 2017.
August 23, 2017 Safe Harbor 401(k) Plans
August 9, 2017 American National Safe Harbor 401(k) webinar
July 12, 2017 Minimum Wage Retirement Plan
July 12, 2017 Lincoln Financial Minimum Wage Retirement Plan webinar
June 28, 2017 Let AppAssist Do the Work For You
June 28, 2017 Legal & General Let AppAssist do the work for you.
June 7, 2017 Introducing 3 Mark Financial’s eSolutions Platform
June 7, 2017 3 Mark Webinar Unleashing the Power of IUL presented by Levy Robinson
May 31, 2017 Unleashing the Power of IUL
May 31, 2017 AIG Webinar Unleashing the Power of IUL presented by Levy Robinson
May 17, 2017 Mutual of Omaha introducing Life Protection Advantage & Income Advantage IUL
May 17, 2017 Mutual of Omaha Webinar introducing Life Protection Advantage & Income Advantage IUL
May 3, 2017 Protective Life Webinar on the new ExtendCare Chronic Illness Rider
May 3, 2017 Protective Life Webinar introducing ExtendCare 2017
Natonwide YourLife CareMatters “Abililty” vs. “Possibility”
Click here to view the recording of the Nationwide webinar dated April 26, 2017
Business Insurance A New Path – Company Owned Life Insurance
View the recording of the Global Atlantic presentation dated April 19, 2017
TermAccel & LincXpress Two new underwriting platforms for Lincoln Financial
View the recording of the Lincoln Financial presentation dated April 5, 2017
Guaranteed Death Benefit Solutions! with Ronnie Russell, National Sales Manager American National
Ronnie introduces American National’s Signature Guaranteed UL and Signature Whole Life. Offering guaranteed death benefits with cash value or without cash value. Living benefits including chronic and critical illness available at no cost. View the recording of the American National Webinar presented March 15, 2017
Life Policy Loan Rescue! with Lauren Hicks, Prudential Regional Vice President
Many old policies with loans have the potential to create a taxable event resulting in consequences many clients are not aware of. We will walk through two case studies that illustrate the importance of reviewing policies with loans and your options to address these potential problems. View the recording of the Prudential Webinar presented March 15, 2017
An Introduction to Sagicor Life Insurance Company
Introducing Sagicor Life’s Products & Accelewriting Platform – From e-Submit to e-Delivery in as little as 20 minutes. View a recording of the Sagicor Life Presentation presented February 22, 2017
Plan For Their Financial Future – Lincoln Financial MoneyGuard
View a recording of the Lincoln Financial MoneyGuard Presentation presented February 22, 2017
An Introduction to Life Settlements
View a recording of the Ashar Group Webinar presented Feb 15, 2017
Why Life Insurance for Wealthy Clients?
John Hancock Webinar February 8, 2017 Presented by Kevin W. Blanton, Associate Counsel Avanced Markets John Hancock Insurance
January 25, 2017, Secure GUL 3 & The 10-10-10 Plan
Recorded webinar: AIG
January 18, 2017, 3 Mark Financial – Asset Based Long-Term Care Insurance
Recorded webinar: 3 Mark Financial
Januaary 11, 2017, OneAmerica – Your Asset Based LTC Opportunity
Recorded webinar: OneAmerica
October 12, 2016 American National – American National Introduces Signature GUL with ROP
Recorded webinar: American National
Sept 28, 2016 Symetra- IRA Maximization Strategies
Recorded webinar: Symetra
Sept 14, 2016 Mutual of Omaha – New solutions for your business owner clients using IUL
Recorded webinar: Mutual of Omaha
August 17, 2016 North American – Indexed Universal Life – The Basics
Recorded webinar: North American
July 20, 2016 John Hancock – Sales Ideas for the 2nd Half of the Year.
Recorded webinar: John Hancock
July 6, 2016 Gerber Life – Introducing Gerber Life’s Products and Selling System
Recorded webinar: Gerber Life
June 22, 2016 Symetra Life – Protective Life Key Competitive Advantage in the GUL Market.
Recorded webinar: Symetra Life
June 16, 2016 Winflex Web Demonstration – Mark Steinbruecker
Recorded webinar: Winflex Web
June 8, 2016 Protective Life – Protective Life discusses Protective’s Life Check Up Campaign
Recorded webinar: Protective Life
May 18, 2016 Global Atlantic – Keaton Schut discusses key product features and share some sales ideas.
Recorded webinar: Global Atlantic
May 11, 2016 Mutual of Omaha – Randy Kuenzi Discusses key product features and share some sales ideas.
Recorded webinar: Mutual of Omaha
April 27, 2016 Minnesota Life – Justin Schema Discusses How to help LIFT up your client’s retirement income
Recorded webinar: Minnesota Life LIFT
March 23, 2016 John Hancock- Joey Ussery Discusses LifeTrack a very innovative inforce policy management system
Recorded webinar: John Hancock LifeTrack
March 16, 2016 Berkshire Advisor Resource – Jackie Baker Discusses Multi-Life or Simplified Issue Disability Income
Recorded webinar: Berkshire Advisor Resource
March 2, 2016 Protective Life – Amanda Polasko from Protective Life Discusses IRA Maximization
Recorded webinar: Protective Life
February 17, 2016 AIG – Sales Ideas, New Products and Underwriting Updates.
Recorded webinar: AIG
February 3, 2016 Prudential – Life Insurance in Today’s Economic Times
Recorded webinar: Prudential This presentation highlights what consumers say about life insurance versus the reality, obstacles you face, and how you can bridge the gap between what consumers think and what they do when it comes to life insurance purchase and coverage.
January 20, 2016 Nationwide – Social Security – The Choice of a Lifetime
Recorded webinar: Nationwide For financial advisors, the Social Security decision is an opportunity to help clients with one of the most important decisions they face about their retirement – a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income. Providing guidance for this important decision can help advisors strengthen […]
January 6, 2016, Protective Life – Chronic Illness Riders
Recorded webinar: Protective Learn more about Protective’s ExtendCare Rider and how to position it with your clients. Learn how the Income Provider Option can often offset the cost of this valuable benefit. Presented by Amanda Polasko, Regional Vice President, Protective
November 18, 2015, Allianz Fixed Index Annuities
Recorded webinar: Allianz Learn more about two of the most popular products available in the industry today: Allianz 222 Fixed Index Annuity & Allianz 360 Annuity, both with increasing income potential. Presented by Bill Richardson, Director of Sales , Allianz
November 4, 2015, Income Protection – Using Life Insurance to Preserve Your Clients Lifestyle
Recorded webinar: North American Presented by Jessica Lovell-Opdahl, Sales Development Specialist, North American Company
September 30, 2015 – How to Use Permanent Life Insurance for Your “Smart Money”
Recorded webinar: North American Presented by Jessica Lovell-Opdahl, Sales Development Specialist, North American Company
September 9, 2015 – A New Kind of Life Insurance from John Hancock
Recorded webinar: John Hancock Presented by Joey Ussery, CLU, ChFC, LUTCF, Regional Director, John Hancock
August 26, 2015 – Actuarial Guideline 49 and it’s impact on Indexed Universal Life Illustrations
Recorded webinar: AXA – AG 49 Presented by Christian Kaplan, CFA Vice President AXA
August 12, 2015 – An Introduction to North American
Recorded webinar: North American Jessica Lovell-Opdahl, Sales Development Specialist with North American
July 8, 2015 – American National: Life Insurance with Living Benefits
Recorded webinar: American National Ronnie Russell, American National
June 24, 2015 – Protective – Marketing to Baby Boomers
Recorded webinar: Protective Mike Dominguez, Protective Life
June 10, 2015 – MetLife – Generate Permanent Life Insurance Sales With Business Owners
Recorded webinar: MetLife Doug Farnham, CFP, CLU, ChFC, Advanced Markets Case Consultant Lee Bolnick, CFA, Internal Wholesaler
May 27, 2015 – Genworth Total Living Coverage, Universal Life Insurance with Long Term Care Benefits
Recorded webinar: Total Living Coverage John O’Mahoney, CLU, ChFC, RHU, Director Annuities, 3 Mark Financial Richard Nefzer, CLU, ChFC, CLTC, National Sales Director-Linked Benefits, Genworth
May 21, 2015 – IGO Electronic Life Application Demonstration
Recorded webinar: IGO The Industry’s Leading Electronic Application Platform Carolyn Rawlings, ACA, AIAA, ALHC , Director of New Business & Underwriter John Quaile, Customer Success Manager iPipeline
May 20, 2015 – Lincoln Financial – Help Protect Income Producing Assets
Recorded webinar: Help Protect Income Producing Assets Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial Matt Fowler, CLU, Sales Vice President, Lincoln Financial
May 13, 2015 – John Hancock – Life Insurnce with Vitality
Recorded webinar: Life Insurance with Vitality Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial Joey Ussery, CLU, ChFC, LUTCF, Regional Director, John Hancock
May 6, 2015 – Indexed Universal Life For Accumulation
Recorded webinar: Indexed Universal Life For Accumulation Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial Mark Steinbruecker, FLMI, CLU, ChFC Internal Wholesaler, 3 Mark Financial Sean Kramer, Internal Wholesaler, 3 Mark Financial
April 22, 2015 – Essential Annuity Solutions for IRA Asset Preservation
Recorded webinar: Essential Annuity Solutions for IRA Asset Preservation John O’Mahoney, CLU, ChFC, RHU Director – Annuities – Marketing 3 Mark Financial Charles Samuel, CLU, FLMI, AAPA, AIG Annuity, Internal Wholesaler
April 8, 2015 – An Introduction to Mutual of Omaha
Recorded webinar: An Introduction to Mutual of Omaha 3 Mark Financial – Presenters: Bruce Alfredson, CLU, ChFC, 2nd Vice President – Marketing 3 Mark Financial & Michael Sladek, National Sales Director, Mutual of Omaha
March 25, 2015 – Indexed Life in a Death Benefit Design
Recorded webinar: Indexed Life in a Death Benefit Design 3 Mark Financial – Presenters: Bruce Alfredson, CLU, ChFC, 2nd Vice President – Marketing, Sean Kramer, Internal Wholesaler, Mark Steinbuecker, Internal Wholesaler
March 11, 2015 – Get to Know Principal’s Niche Programs
Get to Know Principal’s Niche Programs Principal Financial Group – Presenter: Ben Holmes, Internal Wholesaler
February 25, 2015 – Underwriting Updates and Financial Underwriting for the Big Case
Underwriting Updates and Financial Underwriting for the Big Case SBLI Insurance Company – Presenter: Carolyn McAvinn, FLMI, ACS
February 11, 2015 – Addressing Multiple Needs with One Solution
Addressing Multiple Needs with One Solution Nationwide Insurance Company – Presenters: Robert Houle, Sharon Coats, CLU
January 21, 2015 – Introducing a New Protection-Focused Indexed UL Product with Unique Options
Introducing a New Protection-Focused Indexed UL Product with Unique Options AIG Insurance Company – Presenter: Levi Robinson, CFP, CLU, ChFC, FLMI
January 7, 2015 – Policy Reviews: How to Protect Your Business and Drive Sales
Policy Reviews: How to Protect Your Business and Drive Sales John Hancock Life Insurance Company – Presenter: Joey Ussery, CLU, ChFC, LUTCF
November 5, 2014 – 3 Mark Website Overview
The New 3Mark.com Website Overview – 3 MARK – Presenter: Bruce Alfredson, Glen Clay, Sean Kramer
October 28, 2014 – 3 Mark Website Overview
The New 3Mark.com Website Overview – 3 MARK – Presenter: Bruce Alfredson, Glen Clay, Sean Kramer
October 29, 2014 – Senior Market Sales
Traditional vs. Linked Benefit LTCi – SENIOR MARKET SALES – Presenters: Skip Liddell & Jackie Slaughter
September 24, 2014 – Minnesota Life
What’s Trending Now: Indexed Universal Life – MINNESOTA LIFE – Presenter: Justin Pollinger
September 10, 2014 – Symetra
Life Insurance as an Asset Class – SYMETRA – Presenters: Jeff Wright, Doug Bowden
August 6, 2014 – Lincoln Financial Group Annuities
August 6, 2014 – LINCOLN FINANCIAL GROUP ANNUITIES – Presenter: Michael Henderson Retirement Recharged
July 9, 2014 – Accordia Life (Formerly Aviva)
July 9, 2014 – ACCORDIA – Presenter: Tim Fitzgerald, Chris Newberry The New Accordia Life
June 11, 2014 – Symetra Life
June 11, 2014 – SYMETRA LIFE – Presenter: Jeff Wright Are You Selling Symetra? Here’s Why You Should Be
June 4, 2014 – MetLife
June 4, 2014 – METLIFE – Presenter: Frank Mallady Utilizing Split-Funded Defined Benefit Plans in a Rising Income Tax Environment
May 24, 2014 – AXA
May 24, 2014 – AXA – Presenter: Janet Elie Sales Ideas Utilizing Cash Value Life Insurance
May 14, 2014 – Lincoln Financial Group
May 14, 2014 – LINCOLN FINANCIAL – Presenter: Stephen Denton Planning for Client’s Financial Future with Lincoln MoneyGuard II
May 7, 2014– John Hancock
May 7, 2014– JOHN HANCOCK – Presenter: Joey Ussery Changing the Conversation Around Life Insurance in Retirement
April 30, 2014 – Manhattan Insurance Group
April 30, 2014 – Manhattan Insurance Group – Presenter: Alan Vala Introducing Manhattan Insurance Group
March 9, 2014 – Nationwide
March 9, 2014 – NATIONWIDE – Presenter: Shawn Britt Exploring Nationwide’s New LTC Linked-Benefit Product
Creative Planning Strategies
/0 Comments/in 3 Mark Webinars /by Bruce Alfredson, CLU, ChFCClick the link to register for the June 28, 2018 webinar with Tennyson Capital Partners