Educational Webinar Series
New Topics Every Thursday at 12 PM PST
An ongoing educational series for agents and financial professionals focused on clear positioning, practical planning education, and client-friendly frameworks for term, whole life, IUL, DI, LTC, and more.
What You’ll Learn
Practical frameworks you can use in appointments—designed to reduce confusion, avoid overexplaining, and help clients make decisions with confidence.
- How to explain coverage types clearly without turning the conversation into product comparisons.
- How to position IUL responsibly (expectations, mechanics, fit) without hype.
- How to communicate guarantees and stability (whole life) in simple, client-friendly terms.
- How to introduce disability insurance without killing momentum.
- How term insurance supports family protection as a foundation.
- How to cover LTC, final expense, and guaranteed income positioning with confidence.
Weekly
New educational topic every Thursday at 12 PM PST.
Broad
IUL, term, whole life, DI, LTC, final expense, guaranteed income and more.
On-Demand
Full library available anytime via the playlist.
Series Roadmap
A structured progression that builds clarity week over week.
Note: When a session ends, this page will automatically label it as Recording available. If a direct recording link exists, the button will open that recording. Otherwise it will open the library playlist.
Upcoming Webinars (Register)
Join live every Thursday at 12 PM PST. Register for the next sessions below.
On-Demand Webinar Library
Watch the complete archive anytime. New videos are added weekly.
FAQ
Quick answers for agents and advisors.