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Virtual Idea Lab

AIN Virtual Idea Lab: New York Life

VIRTUAL IDEA LAB
CORE CARRIER EDITION

Join AIN and the team at New York Life for a session focused on a product segment perfectly suited to today’s volatile market and low interest rates: Whole Life. Of course, if the product doesn’t integrate with the balance of the client’s planning, it’s nothing more than a “product push”. No worries about that here, as this approach can integrate with a high net worth clients estate and retirement planning, particularly if they are seeking to insulate themselves from some of the markets ups and downs.

THURSDAY, JULY 9TH

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

 

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

AIN Virtual Idea Lab: Lincoln MoneyGuard

VIRTUAL IDEA LAB
CORE CARRIER EDITION

AIN welcomes the team at Lincoln MoneyGuard to this Virtual Idea Lab session for a series of ideas that are built on the premise that client’s ability to self-insure for a Long-Term Care event have been compromised by current economic conditions. At the same time, their willingness and ability to pay premiums may also be limited, leaving us with the challenge of finding new, creative ways to design cases that lower the “barrier to entry” for they Long-Term Care funding solution.

THURSDAY, JULY 23RD

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

AIN Virtual Idea Lab: North American

VIRTUAL IDEA LAB
CORE CARRIER EDITION

The team at North American is all about helping clients recover from recent economic events with a product suite and set of strategies that offer a way for clients to get back in the market while maintaining liquidity and avoiding additional losses, along with a way to “buy time” as clients rebuild their net worth and retirement plan assets.

THURSDAY, JULY 16TH

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

AIN Virtual Idea Lab: Prudential

VIRTUAL IDEA LAB
CORE CARRIER EDITION

We all have clients who have seen their net worth take a hit as the market dropped, impacting multiple aspects of their retirement and legacy planning. In this Virtual Idea Lab session, Prudential will share strategies for shoring up a client’s legacy, chronic illness and retirement planning using a well thought out insurance position.

TUESDAY, JUNE 30TH

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

AIN Virtual Idea Lab: Principal

VIRTUAL IDEA LAB
CORE CARRIER EDITION

The team at Principal is AIN’s guest for this Virtual Idea Lab session focused on the business markets and the types of solutions that continue to not only “resonate” with owners of small to medium businesses, but also the strategies that are being implemented in today’s environment. Principal’s research capabilities and frequent point-of-sale work give them access to unique insights around small to medium sized business owners that connect directly to specific solutions available from their incredibly diverse offerings.

TUESDAY, JUNE 23RD

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

AIN Virtual Idea Lab: Mutual of Omaha

VIRTUAL IDEA LAB
CORE CARRIER EDITION

Our colleagues at Mutual of Omaha are joining us for the second session of the Virtual Idea Lab Series: Carrier Edition to talk about a a two-pronged approach to finding sales in this environment: The first focuses on the ability to actually underwrite and process cases despite the restrictions on face to face meetings and limited availability of products at older ages. The second leverages Mutual of Omaha’s approach to the IUL market and the applicability of not only their low charges story, but the entirety of their consumer value-packed feature set. Top that off with a “no apologies” strategy for navigating underwriting and this is a session that will help you open new cases.

THURSDAY, JUNE 18TH

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

The AIN Virtual Idea Lab: Member Firm Edition, featuring Eric Palmer

VIRTUAL IDEA LAB
MEMBER FIRM EDITION

Join AIN and Eric Palmer, CMO, Brokers Alliance as he unpacks a sales strategy currently being used to find cases and recruit advisors at Brokers Alliance. Eric and the team are attacking both ends of the market, with a “flow business” focused idea centered on beneficiary review and a discussion of inflation and the corresponding erosion of purchasing power accompanied by an income diversification strategy perfect or the client who may have been lucky enough to “retire early”.

TUESDAY, JUNE 16TH

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

SCHEDULED TO APPEAR…

Eric Palmer, Chief Marketing Officer, Brokers Alliance

Eric Palmer is a na􀆟ve of the Phoenix area and has been active in the Insurance Industry for the last 17 years. In 2003, Eric became a founding member of Outlook Holding Group where he helped generate leads online and then sell Impaired Risk Life Insurance policies to consumers nationwide. Eric moved on to build sales processes, marke􀆟ng pla􀆞orms, and cu ng-edge technologies for several of that company’s subsidiaries including Outlook Health, LLC, Outlook Life, LLC, and eClientManager. In 2006, Eric was named Annuity Director at Brokers Alliance, Inc. and grew that division into the second largest for the company. In 2008, Eric also began developing the Advanced Life Division at Brokers Alliance, providing custom Premium Finance and Estate Planning Programs, as well as other advanced marketing concepts. In 2012, Eric assumed the role of Chief Marketing Officer at both Brokers Alliance and its retail company, Life’s Best Insurances, overseeing robust sales and marketing programs for both companies. In 2018, Eric’s role expanded to oversee the sales and marke􀆟ng teams at Brokers Alliance to influence a deeper connection with those divisions and drive growth in Life, Annuity, and ancillary product divisions at Brokers Alliance. He currently is an active Advisory Board member for several insurance carriers, consultant and speaker at training events, business showcases, industry conferences, and consumer education programs.

The AIN Virtual Idea Lab: AIG

VIRTUAL IDEA LAB
CORE CARRIER EDITION

The team at AIG kicks off the Virtual Idea Lab series on June 11th at 12:00 Pacific with a session that will feature Adam Winslow, CEO, Life Insurance, Life & Retirement for an interview touching on the big picture at AIG here in the U.S. as well as overseas. He’ll be joined for that discussion by Mark Peterson, EVP and Chief Distribution Officer, Life Insurance, AIG Financial Distributors, which will then be followed by a discussion of a carefully selected set of strategies and sales ideas perfectly suited to today’s challenging market. Session takeaways include:

  • Providing clients with a way to understand the precise impact the recent market downturn has had on their retirement plans, all without an daunting and exhaustive financial plan
  • A strategy for helping clients grasp, intuitively, why a life insurance position is a critical part of their strategy for participating in and maximizing the “recovery” that inevitably follows a market correction
  • An easy way to walk clients through the relative costs or “fee structure” of a life insurance product designed as a retirement asset
  • and more…

THURSDAY, JUNE 11TH

12:00 PACIFIC | 2:00 CENTRAL | 3:00 EASTERN

SCHEDULED TO APPEAR…

Adam Winslow, Chief Executive Officer, Life Insurance Life & Retirement, AIG

Adam Winslow is Chief Executive Officer of AIG’s Life Insurance business covering both the US and International markets. He is also a member of the Life & Retirement Executive Leadership Team. Before his current role, Mr. Winslow spent more than three years as Chief Executive Officer of AIG Life UK. Mr. Winslow joined AIG in 2013 and held management positions in the UK General Insurance and EMEA General Insurance businesses. Before joining AIG, he served as Director of Strategic Partnerships at Aviva. Prior to Aviva, Mr. Winslow worked in Cape Town, South Africa overseeing a large business process outsourcing contact center. He began his career in Paris with Allianz Asset Management. Mr. Winslow earned his bachelor’s degree in history with a minor in French from York University, and his master’s degree in European Business from the ESCP in Paris.

 

Mark Peterson, Executive Vice President and Chief Distribution Officer, Life Insurance, AIG Financial Distributors

Mark Peterson serves as Executive Vice President and Chief Distribution Officer, Life Insurance, for AIG Financial Distributors, the U.S. life and retirement distribution organization for American International Group, Inc. (AIG). In this role, he is responsible for leading retail life product sales in the United States through independent distribution, including AIG Life Brokerage, AIG Partners Group, AIG Senior Markets, and AIG Transactional Markets Group, and affiliated distribution, including AIG Insured Solutions Group, and AIG Direct. Mr. Peterson joined AIG in June of 2012 and most recently served as Senior Vice President, Independent Distribution, which includes AIG Life Brokerage and AIG Partners Group. Mr. Peterson has more than 30 years of experience in the financial services industry. Prior to joining AIG, he served in various sales leadership roles at Aviva, Sun Life Financial, Phoenix Wealth Management and ManuLife Financial.

 

Joe Ross, ChFC, CLU, CRC, Vice President – Sales Productivity & Business Development, AIG Financial Distributors

Joe Ross has been in the insurance business since age 16, and went on to obtain his Insurance degree from the University of Iowa, being awarded the coveted Emmett J. Vaughan insurance scholarship. Joe’s career began as a member of his father’s top-producing Managing General Agency with E.F. Hutton Life in 1981. Their agency was consistently the top-producing MGA nationally, while Joe was also among the top 65 personal producers in the country for Hutton Life. In 1990 he became an Insurance & Estate Planning Specialist for Merrill Lynch in the Chicago area, followed by Vice President of Sales and Marketing for three life insurance companies before spending the last 20 years as the brains behind innovative sales concepts that have driven life insurance, annuity and retirement planning strategies in the independent agent and broker-dealer channels. In 2013 he brought those skills to AIG where he continues to inspire financial advisors to make a difference in their clients’ lives.

 

Vern Carlson, National Sales Manager, Life Brokerage Channel, Independent Life Distribution, AIG Financial Distributors

Vern Carlson serves as National Sales Manager, Life Brokerage Channel, Independent Life Distribution for AIG Financial Distributors, the U.S. Life and Retirement distribution organization for American International Group, Inc. (AIG). In this role, he is highly engaged with financial advisors and agents while managing a well-connected regional sales team that is responsible for all life insurance sales through independent life distributors and agents. Mr. Carlson joined AIG in January 2018 and previously served as Regional Vice President for the Mid-Atlantic region. Prior to joining AIG, Mr. Carlson was associated with MetLife and Brighthouse for 16 years serving in several sales leadership roles in the life insurance and annuity distribution organizations, including Internal Wholesaler, Sales Desk Manager, Regional Vice President for the Southern California region, Head of Advanced Markets and, most recently, Divisional Sales Manager.

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

The AIN Virtual Idea Lab: Member Firm Edition, featuring Anthony Mento

VIRTUAL IDEA LAB
MEMBER FIRM EDITION

Join AIN and Anthony Mento, President & CEO, LIFE Brokerage as he shares a strategy that takes advantage of the current “risk averse” mindset of most clients by focusing on the performance and guarantees available from Whole Life.

TUESDAY, JUNE 9TH

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

SCHEDULED TO APPEAR…

Anthony J. Mento, CFP, CLU, President & CEO, LIFE Brokerage

Anthony J. Mento, CFP® is the founder of LIFE Brokerage, LLC, a life insurance brokerage general agent for 34 of the most prestigious life insurance companies in the world. Anthony’s goal is to provide the most efficient purchase of life insurance for agents and clients.

In a world of uncertainty, families that love each other depend on Anthony and his team to navigate hundreds of product choices and provide medical underwriting expertise that matches the consumer risk profile with the insurance company need. Anthony leads the charge to fulfill LIFE Brokerage’s aspiration to be the most professional, innovative, and trustworthy brokerage general agency in the US. Financial advisors, insurance agents, and clients lean on Anthony to implement products that prepare their families, businesses, estates and retirement plans the ability to weather the shock of tragedy or unforeseen circumstances.

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar

An Update from AIN Leadership: The AIN 2020 Virtual Idea Lab Series

Jeff Reed and Martin Haile will provide a brand new update on the possibilities in store for today’s insurance brokerages. We’ll also detail AIN’s solutions, including insights on AIN’s strategy, and a new “showcase” approach to feature the best ideas and concepts to help AIN Member Firms thrive in today’s environment. Join us on June 2nd @ 11 Pacific!

AN UPDATE FROM AIN LEADERSHIP: INTRODUCING THE AIN VIRTUAL IDEA LAB SERIES

TUESDAY, JUNE 2ND

11:00 PACIFIC | 1:00 CENTRAL | 2:00 EASTERN

INTRODUCING THE AIN VIRTUAL IDEA LAB SERIES

That’s right, the 2020 Idea Lab Series is “going virtual” with a series of events over the balance of 2020! While nothing can truly replace the opportunity to spend time together in person, we’re going to tap into some of the key elements of the usual Idea Lab sessions to provide a stream of new ideas, strategies and concepts to fuel our collective marketing, recruiting and case development efforts. Join AIN’s Martin Haile and Jeff Reed as they talk through the conclusion of the 2019 Idea Lab Series and the launch of the 2020 Virtual Idea Lab Series, including:

 

SCHEDULED TO APPEAR…

Martin Haile, Chief Marketing Officer, AIN


 

 

 

 

Jeff Reed, Chief Communications Officer, AIN

 

 

 

 

 

CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?

You can register for future sessions via the links below or on the AIN Events Calendar