North American Company Live Web Events

DATE: Wednesday, 11/4
TIME: 10:00 AM CST

Life Insurance Client Review
Presented by Jessica Lovell-Opdahl
Life insurance left untouched may no longer be meeting your clients’ needs. Position yourself as an important resource and put a periodic client review practice in place today. Register for this webinar to learn how to conduct a client review, uncover new sales from your existing business and get illustration software tips to help build a compelling case.

DATE: Wednesday, 11/18
TIME: 3:00 PM CST

Annuity Maximization
Presented by Chris Korfe
Leverage a greater death benefit for heirs by using annuity assets to fund life insurance. Find out if the annuity max concept is an ideal wealth transfer solution for your clients!

DATE: Tuesday, 12/1
TIME: 10:00 AM CST

How to Get an Accurate Risk Assessment Through The Quick Quotes Process
Presented by Jeanine Heuer
Learn how North American’s Quick Quotes process works as well as tips for getting the most accurate risk assessment. We will review some standard medical conditions, such as diabetes and cancer and give suggestions on what information to provide. Getting a preliminary assessment will help avoid having to go back to your client and ask for more premium.

DATE: Thursday, 12/10
TIME: 3:00 PM CST