Educational & Training Materials – Producers Financial Network, LLC

Drop Ticket vs. eApp

Lydia Campbell — Wed, 17 Aug 2016 22:12:54 +0000

http://www.pfnco.com/wp-content/uploads/2016/08/DropTicket_1_1.mp4

Product Training Videos

Lydia Campbell — Wed, 27 Jul 2016 16:48:41 +0000

Knowledge is power and for the agent, product knowledge can be the vehicle to increased sales. It instills faith, trust, and respect in the client, which creates a positive experience. Understanding the importance of product knowledge, we at PFN have started a product training series, where we focus on products we feel are most helpful to you and your clients.

Video #2: North American’s SmartMoney Concept

Video #1: Lincoln’s MoneyGuard® II

QLAC White Paper

Alice Jacobberger — Wed, 08 Apr 2015 20:01:27 +0000

Lower your client’s taxes and increase their overall retirement income using the new IRS rules on QLAC!

〉 QLAC White Paper (PDF)

LTC vs Chronic Illness White Paper

Alice Jacobberger — Wed, 08 Apr 2015 16:35:54 +0000

How many times have you heard about Chronic Illness and Long Term Care riders on life insurance? This is a huge industry trend, and for good reason – the traditional LTC market is quite unsettled but your clients’ needs remain. When people ask how these riders work, the answer is almost always, “Well, it depends on the carrier.”

There are multiple ways the myriad of hybrid products work. This white paper gives the plusses and minuses of both LTC and Chronic Illness AND discusses within the Chronic Illness space how various contracts can be structured; discussing once again the merits and drawbacks of each method.

〉 LTC vs CI White Paper (PDF)

Brainshark Presentation – Figuring Out How Much Life Insurance Your Client Needs

Alice Jacobberger — Sun, 08 Feb 2015 21:21:25 +0000

Do you struggle for the answer when someone asks, “How much life insurance do I need?” Are you tired of commoditizing yourself by throwing spreadsheets of widely divergent face amounts at your clients? What’s the problem with a rule of thumb? Isn’t your own value proposition at the heart of why your clients come to you in the first place versus simply hopping online? Learn how to not only do proper planning for your client, but demonstrate your value to them by doing so.

Click here to access this Brainshark presentation

Brainshark Presentation – Using Life Insurance to Supplement Retirement Income – Diversifying Income Sources in a Volatile Tax Environment

Alice Jacobberger — Sun, 08 Feb 2015 21:18:03 +0000

“Tax Free Retirement”, “Roth Alternative”, and “Retirement Supplement”; these are all current buzzwords we hear quite often in our industry. What do they mean? Why consider cash value life insurance as a way to diversify retirement income in a tax-advantaged manner? How does it even work? Well, here’s how.

Click here to access this Brainshark presentation

Brainshark Presentation – Indexed UL: How IUL Is Leading a Shift to Cash Value Life Insurance

Alice Jacobberger — Sun, 08 Feb 2015 21:15:15 +0000

Do you keep hearing about Indexed Universal Life (IUL), but haven’t had anyone break it down into an “IUL 101” type of format? Then this “Brainshark” is for you! Learn not only how IUL works, but which client is the proper fit for this powerful tool.

Click here to access this Brainshark presentation