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Schedule One-on-One Training or Business Overview
Training Calls This Week
Tuesday 9/2 @ 10am CST
Trust & Estate Planning
Bi-Monthly Call - Please Register in Advance!
During our upcoming National call, we will be discussing the following topics:
>January 2026 ITS Conference in Las Vegas
>One-On-One Video
>Tips on overcoming procrastination
>Closing on the Intake process
Register in advance for this meeting:
https://us06web.zoom.us/meeting/register/tZwsceurrT8qE9AgpdQevZ4Suv48kmDwSzkX
After registering, you will receive a confirmation email, from Zoom, containing the zoom link to join the meeting.
Tuesday 9/2 @ 10am CST
A New Way to Find Qualified Annuity Leads:
Tired of the same old lead programs? I'm excited to share a new, effective approach to finding qualified annuity leads. We've discovered a way to connect with high-net-worth individuals in your local area who have a minimum of $400k in investable assets and, most importantly, are actively looking for a financial advisor.
On our call next Tuesday, I will be revealing the details of this new lead program. This is your chance to learn how to:
>Connect with pre-qualified prospects in your local area.
>Engage clients with a minimum of $400k in investable assets.
>Target prospects who don't currently have a financial planner.
This new approach is a game-changer for your business and a huge opportunity to grow your book.
Ready to learn more?
Register in advance for this meeting:
https://us06web.zoom.us/meeting/register/tZYudO6spzgvE9RjU6ZS3j3EpIpvG80Z5_1I
After registering, you will receive a confirmation email containing information about joining the meeting
Tuesday 9/2 @ 12pm CST
Medicare Monday (On a Tuesday)
AEP Market Disruptions
Special edition Medicare Monday on Tuesday, September 2nd at 12:00 PM CT (note our special time!) featuring Tim Nardoni, Cheif Distribution Officer at HFG, and Chris Kolowich, VP of Health Sales at Integrity.
They'll share critical insights on AEP market disruptions and opportunities, perfect timing as we head into one of the most important selling seasons of the year.
Register Here:
https://hfgagents.zoom.us/webinar/register/WN_uFY_p-jCSiWg_XbAF9zkTQ?utm_source=Heartland+Financial+Group+%28041125%29&utm_campaign=b204257e30-EMAIL_CAMPAIGN_2025_08_27_07_52&utm_medium=email&utm_term=0_-b204257e30-228872204#/registration
This episode will cover:
>Emerging Opportunities: Identifying where the growth potential lies
>Strategic Positioning: How to adapt your approach for success
>Market Intelligence: What the data is telling us about this AEP cycle
Did you know? 50-60% of total yearly agent Medicare Advantage production happens between October 15th and December 7th each year! This episode is perfectly timed to help you understand the market dynamics and position yourself for success in the months ahead.
Wednesday 9/3 @ 10am CST
Pekin Life Insurance:
Learn about an alternative for your healthy Final Expense clients that beats the cost of any other carrier.
Also learn about the easiest life insurance contest out there to WIN!
Click below to be connected:
https://us02web.zoom.us/j/8298297641
Meeting ID: 829 829 7641
Friday 9/5 @ 10am CST
Final Expense Friday: Top 3 Mistakes Agents Make
Get ready... for one of our most requested training topics! Join us for the next FEX Friday, September 5, at 10 AM CST as we take a deep dive into the "Top Three Mistakes Agents Make" - and trust us, you'll want to hear this! Plus, we've got incredible content on Baltimore Life and critical underwriting information that every agent should know.
Register Here:
https://hfgagents.zoom.us/webinar/register/WN_VTSYCq7vS8asrfvTFIh0cg?utm_source=Heartland+Financial+Group+%28041125%29&utm_campaign=82131a1016-EMAIL_CAMPAIGN_2025_08_28_09_21&utm_medium=email&utm_term=0_-82131a1016-228872204#/registration
Here's What's You'll Learn:
The Top 3 Mistakes Agents Make:
We'll discuss three frequently observed challenges that agents may encounter in their final expense practice. Understanding these common situations may help you recognize and address similar circumstances in your own client conversations.
Carrier Spotlight: Baltimore Life:
Discover what makes Baltimore Life unique, their competitive advantages, and why they might be the perfect addition to your product lineup.
Underwriting Tip: Gabapentin:
We'll cover important information about how this medication may impact underwriting decisions and what agents should understand when working with clients who use this prescription.
Weekly Inspiration:
Hear motivational insights from producer Jim Mall, sharing wisdom that may help enhance your professional approach and mindset.
Friday 9/5 @ 12pm Central
Advanced Markets:
Infinite Banking Concept | Be Your Own Bank
Join Rick Ravenscraft as he teaches how to use Whole Life & IUL policies for these concepts
-Create Generational Wealth
-Use Insurance Policy to BE YOUR OWN BANK
-Infinite Banking Concept
Join Zoom Meeting
https://us02web.zoom.us/j/81330861819?pwd=eOmG1WR9WIFgo5v1xa3aYVR4ZbI3Ia.1
Meeting ID: 813 3086 1819
Passcode: 003343
NOTE: If host doesn't start meeting in a timely manner it means meeting has been rescheduled, otherwise meeting is still happening and he will let you in the Zoom room as soon as he sees you.
Additional Integrity Trainings
*Tech Tip Tuesdays
Join us every Tuesday at 9 AM or 11 AM CT for quick 15‑minute tutorials covering key features.
Register Here:
https://events.integrity.com/Integrity-Events/integrity-tech-tip-tuesdays?utm_bmcr_source=emailA
*Feature Focus Trainings
Join us every Monday at 10:30 AM CT for quick 15‑minute feature focus trainings designed to provide helpful tips when using CSG.
Register Here:
https://register.gotowebinar.com/rt/6991419954966882135?source=emailA
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