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| TriQuest USA webinars are a great way to keep up on cutting-edge financial strategies. |
Advisor Webinars
MGA Merle Gilley is well-known for keeping his TriQuest USA agents up-to-date on cutting-edge financial strategies as well as what’s working and what’s not working in different markets across the country.
Merle and his team of experts consistently provide superior agent support and assistance through continuing education tools such as regional workshops, boot camps, one-on-one phone calls and meetings, and webinars.
His weekly webinars have become a fantastic agent training tool on the most important topics you need to succeed in your business. The webinars are then posted to the TriQuest Forum when agents can train and review at their convenience. A sample of the webinars include:
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The One on One Calculator webinar should be watched over and over, and over again. Many agents are saying, “What I could have done if someone gave me this tool and showed me how to do this when I started in this business”. This is powerful information. |
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The Roth Conversion webinar illustrates some basic plan design techniques every new advisor to the Index Universal Life market should review several times. |
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The Minnesota Life Software webinar is a must review for all TriQuest agents. You should be familiar with this company’s illustration software and the policy provisions. Do your own comparison between the face amounts and target amounts between the Penn Mutual and the Minnesota Life products on different ages and rates. Pay close attention to the differences between the two companies surrender values in the comparable illustrations. These are very important points for you as an advisor to know -- what is the difference in the targets, the face amounts and the surrender values. Make sure to use the One on One calculator to get a good illustration rate for both companies to run your comparisons. |
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The Penn Mutual Premium Savings Account webinar is very powerful and will separate you from being perceived as an insurance salesman to a great problem solver. If you are using the Penn product as your primary IUL, you have to watch this short training video. |
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The Qualified Roll-Out Calculator is a must-learn strategy for today’s volatile economic times. This tool should be a staple in your arsenal of problem-solving techniques. Watch the webinar, learn it, teach it, and master it. |
Each week Merle conducts a webinar for agents
across the country. Click
here to register for a webinar.
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