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Webinars & Training
Join AIM to get access to our full calendar of focused training webinars and in-person events.
14 Dec
GILICO Annuity Portfolio Review
Join Don Erickson and GILICO’s Nate Self for a Look at the Carrier’s annuity portfolio. With interest rates soaring, more and more clients are looking around to find bette ...
Register7 Dec
How to Sell Med Supps
Join Carlos as he dives deep into the how to of selling Med Supps with tips for newbies and seasoned pros. You will take away some tips and tricks to power up your Med Supp ...
Register30 Nov
The Golden Age of LTC
The AIM Marketing Team has been following the movement of a number of states planning versions of the LTC Payroll Tax as we head into 2023. Join Senior Internal Wholesaler Mik ...
Register23 Nov
Three GTL Short-Term Plans Your Clients Should Know About
GTL has a suite of short-term care products for your clients to choose from based upon their anticipated future needs, budget and current health condition. Underwriting is min ...
RegisterSales & Marketing Resources
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Take a look at the LTC Payroll Tax concept, it’s impact on the market after the Washington surge and what is expected in the next go-round (NY, CA, MI, MN) expected in 2023 and 2024. Based on what we saw in Washington, the next several years are setting up to be what Mutual is referring to as the Golden Age of LTC.Webinar: The Golden Age of LTC Webinar Recording
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Clients using Medicare Advantage or another type of health care plan with a large deductible can benefit highly by having a hospital indemnity plan. For a very affordable monthly premium, clients can reduce or eliminate any net out of pocket costs when future hospitalization events occur with a GTL Advantage Plus plan. Agents are very aware how important it is for clients to have some type of cancer coverage. Let’s talk about how to easily and comfortably bring up cancer coverage to clients and also take a look at the best cancer plan in the market, Precision Care. Join AIM’s Don Erickson and GTL’s Greg Esposito to learn about these valuable plans.Webinar: Cross-Selling Ancillary Products to your Medicare Clients Webinar Recording
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Having access to Worksite LTC options can be catalyst for change in your practice. Worksite offerings will allow you to help your business clients save on their taxes, potentially avoid LTC Payroll taxes and offer meaningful protection for their employee retirement plans. Join Senior Wholesaler Mike Anderson on Nov. 2 to learn about 4 distinctly different options that you can make available to your business accounts and how to start moving forward with those conversations now. Join Mike Anderson for a look at both of these phenomena and get ready for LTC Awareness Month!Webinar: Worksite LTC Can Change Your Practice Webinar Recording
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Are you thinking about getting into Medicare but haven’t jumped in yet? Using his own personal experience as a starting point, Carlos will provide a perspective with no sugar coating. While there are some hurdles to jump over to start doing Medicare business he’ll keep it simple, because once you get one MA plan and one MedSup carrier in your quiver, then you will be able to apply the learning and start the earning!Webinar: Medicare Advantage for Newbies Webinar Recording
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Take an in-depth at Allstate’s hybrid LTC product for the Worksite, part of a voluntary product portfolio that is growing in popularity. With minimal participation requirements and no health questions, this serves as a tremendous value add for your clients benefit portfolio. Join Don Erickson and Isabelle McCutcheon to learn about why you need this one-stop product in your repertoire today!Webinar: The Hybrid Life - LTC Product your Clients Need Webinar Recording
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More and more Long Term Care prospects are turning to hybrid options to address their LTC concern. Join Don Erickson and One America’s Jeremy Veryser to get all the details on the only turnkey hybrid LTC strategy in the marketplace designed specifically to accept these funds. You’ll get more details about: - A 20% bonus applied to the incoming funds - One America’s ability to cover both spouses using funds from one individual’s qualified dollars - How the OneAmerica plan can be used to satisfy the Secure Act inherited IRA requirements for non-spousal beneficiaries. Don’t miss this chance to learn about this increasingly popular product.Webinar: Repurposing Qualified Assets to Fund a Hybrid LTC Plan Webinar Recording
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If your business owner clients are tired of paying money to the Federal government, we have some strategies that will protect retirement plans for that client and their employees and will reduce their federal tax bill at the same time. Join Mike and find out how you can help clients save on taxes and protect themselves and their employees at the same time .Webinar: Tax Strategies for Small Businesses Webinar Recording
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Let us show you how to take advantage of all the selling opportunities you have and help your clients with their Prescription Drug Plan (PDP) needs. Assisting your clients with PDP puts you in a unique position as being a trusted advisor who can help them with multiple coverage areas. Also, by assisting your clients with their PDP needs, you can earn significant commissions and renewals that only will add more to your Medicare Supplement and Medicare Advantage book of business. Join Carlos for this information packed webinar, where you can pick up takeaways to implement TODAY!Webinar: How to Work PDP into Your Portfolio Webinar Recording
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Alternatives to Traditional Long Term Care are more in demand than ever. With a potential Golden Age of Long Term Care looming in front of us, now is the time to understand the who’s, what’s and whys of this appealing market segment. Join our Lead Internal Wholesaler Mike for this presentation and find out how to position hybrids for proper consideration by your clients and prospects. There are good reasons the popularity is surging; we want you to understand those reasons and be positioned to capitalize on this opportunity!Webinar: LTC Alternatives Can Change Your Practice - We’ll Show You How Webinar Recording
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We have detail-oriented webinar coming up that will pump up your sales big time — if you’re coachable. We will be going over AIM’S exclusive T65 Mobile App with top Medicare insurance agent Scott Stern. Scott is a Million Dollar Round Table member that qualified just with his Med Supp production. He’ll will be sharing with you tips on how a top producer the App with door knocking. Learn from a pro to take action steps, make more money and absolutely stay compliant. Also, we’ll talk about how you can get this T65 App at no cost.Webinar: How to Use Our T65 Mobile App to Increase Your Sales! Webinar Recording
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The #1 asset for each person is their ability to earn an income. As a trusted advisor, the protection planning specialist, join AIM’s Don Erickson and Mutual of Omaha’s Michael Prothe for a motivating and informative conversation about how to incorporate income protection planning if you or your client is not able to work due to an accident &/or illness. Discover how to offer an increased peace of mind to each of your clients and set your self apart as an advisor.Webinar: The DI Conversation Webinar Recording
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Join Anthony Sadeddin and Mutual of Omaha’s Kristi Meyers with a deep dive into why Mutual of Omaha has been a leader in the senior market space with their Medicare Supplements, PDP and Dental products. As to being a leader, Mutual of Omaha has been also known as one of the easiest carriers to work with. This is a webinar you won’t want to miss!Webinar: Mutual of Omaha’s Products for the Senior Market Space Webinar Recording
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In today’s market it can be difficult to keep all the carrier rules and Medicare requirements straight when helping your clients get the coverage they need. But when you write your Medicare business through AIM not only will the process be streamlined, but by using our digital tools you will be sure that you are fully compliant with CMS’s updated regulations! Join Carlos to learn why having your Medicare business with AIM will make your life easier!Webinar: The Benefits of Partnering with AIM for Your Medicare Sales Webinar Recording
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Chances are you know who National Guardian Life is. You know the name and you know they are a leader in the LTC space, but did you know they have shortened payment options, blended rates for couples and unique riders specifically designed for couples? Join Nick Flowers as he covers these unique features and tells you why you need NGL in your portfolio!Webinar: NGL is Essential for Your Clients! Webinar Recording
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Everyone needs a Swiss Army Knife from time to time. Having the right tool at the right time can make all the difference and GTL’s product lineup will help with all the coverage needs your clients are looking for! With their Advantage Plus Elite product being guaranteed issue from ages 64 ½ – 68, you have even more opportunity to help clients who may not have been eligible before. Join Don Erickson for this special webinar event to hear all about GTL’s existing product line, and details on their brand-new Home Life Secure product! It was designed to bridge the space between Short Term Home Health Care and a Graded Whole Life policy that gives your clients a living benefit and final expense payout. You don’t want to miss this!Webinar: Put GTL’s Swiss Army Knife to Work For You! Webinar Recording
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Join Mike Anderson for one of our most popular webinar topics ever and find out how you can sell more Mutual of Omaha LTC by dialing down inflation! Finding a price point where affordability lives is the best way to get clients to engage now. This is the most popular trend we are seeing in the industry. Don’t miss out on this opportunity to learn how to sell LTC effectively in today’s market!Webinar: Dial It Down: Reducing Inflation Can Help You Make More LTC Sales Webinar Recording
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In todays market, agents are always looking for the new hot product that operates as a solution for their clients! Join Anthony while he takes a deep dive into what makes LTC Hybrids the popular choice. He will be breaking down, what makes Hybrids tick, and why are Hybrids viable to protecting your American Dream.Webinar: LTC Hybrids: The Wave of the Future Webinar Recording
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Advantage Plus coverage is beneficial to your client and a great opportunity for you to stay in touch and keep your business revenue growing year round. AIM has three top shelf carriers to help your clients; join Mike Anderson for an overview look at the product concept and the portfolio.Webinar: Let Hospital Indemnity Competition Benefit You! Webinar Recording
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What do you know about Thrivent? Chances are you know they are a leader in the long-term care space, but did you know they just launched a new hybrid product? Not only has Thrivent been in business for over 100 years and are the world’s largest fraternal organization but they are also a leading support for Habitat for Humanity. Join Nicholas Flowers from AIM and Ryan Schwingler and Dean Anderson from Thrivent as we get to know a little bit more about this amazing company and dive into this exciting new hybrid product.Webinar: Thrivent’s Traditional LTC Plan & NEW Linked-Benefit LTCi Solution Webinar Recording
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As the demand for Long Term Care coverage grows, the need for varied solutions like Mutual of Omaha’s Indexed Universal Life products grows as well. If you have clients that desire a life insurance policy that offers flexibility for the future, you do not want to miss this webinar! Join Don Erickson, Mutual of Omaha Brokerage Sales Director Adam Schitea and Mutual of Omaha Advanced Markets Specialist Michelle Owens for a look at Mutual’s IUL products and how to use them to help your clients and prospects. They will give a high-level overview of their online quoting system Winflex, eApp/paper application options, and their Accelerated Underwriting program for eligible clients! You don’t want to miss this!Webinar: Life Policies that Offer Flexibility for the Future! Webinar Recording
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The Long Term Care marketplace is evolving rapidly as states contemplate legislative action and payroll taxes similar to what occurred in Washington in the summer of 2021. Join Senior Internal Wholesaler Mike Anderson and Mutual of Omaha Advanced Markets Specialist Stephen Alloy for a Q & A about the market’s future, what changes these actions will bring, how agents can adapt to them and what states are lining up to be part of the next wave.Webinar: The Future of Long Term Care Webinar Recording
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We are happy to announce an extraordinary NEW Medicare Advantage opportunity available in Colorado, Oregon and Washington! We’re adding a prestigious carrier and you’ll soon be able to offer these plans to your clients. With AIM’s extensive back-office help and knowledgeable marketers, this is a win-win opportunity for you and your clients! Join Medicare Sales Manager Carlos Martinez for a breakdown of the plan details and the reasons this is a must-have for your portfolio. He’ll also have some ideas how to frame the conversation to position immediate sales and enhance your income! He will also have a breakdown of plan specific details so you can beat out the competition with this new opportunity.Webinar: Check out AIM’s NEW Medicare Advantage Carrier and Plans! Webinar Recording
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100% of every agents book of business needs income protection ins. The problem is significantly lower numbers have it. We can help you bridge that gap with our two top flight DI options! Join Nicholas Flowers and get yourself ready to start helping more prospects protect the one thing they’ve overlooked.Webinar: Disability Income - The Difference Maker Webinar Recording
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Make certain that you’re prepared to help your clients navigate the turbulent waters of Long Term Care as more states move toward a version of the LTC payroll tax that Washington dealt with in 2021. Senior Wholesaler Don Erickson will explain why you should be selling LTC now, how to go about starting the conversation right away and making the right carrier choice based on your client’s needs. And that’s just the beginning. Join Don and get ready to help more people than you thought possible while earning some of the highest commissions available!Webinar: Learn why Traditional LTC is still the strongest option! Webinar Recording
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Short Term Care is the coverage your clients almost all want – and some of them don’t even know it yet. As more and more prospects struggle with purchasing Long Term Care, this affordable and simply qualification product is going to be the solution they want and you need. Join Senior Wholesaler Mike Anderson for a look at AIM’s lineup of policies in this space and why they’ll be more and more important to your prospects.Webinar: Offer the Coverage ALL Your Clients will Want! Webinar Recording
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In this webinar Carlos Martinez will be unpacking all the opportunities to increase your MAPD knowledge base and position yourself to have bigger success with MAPD all year long. We have plenty of creative marketing tools; let us show you how to put these tools to work to not only increase your finances but also build stronger client relationships and foster client loyalty.Webinar: Selling Medicare Advantage All Year Long Webinar Recording
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Did you know that Dental insurance is the most requested benefit for your Medicare-eligible clients? And it’s not covered. But we have multiple options for your clients. Most dental/ vision coverage can be added on for a fraction the cost of most other types of insurance. This inexpensive add-on is a surefire sale for you and a must-have for your clients. Join Nicholas Flowers as he takes a closer look at all things Dental and Vision, everything you and your clients need to know, the great carriers we have and more.Webinar: The Most In Demand Product for the Senior Market! Webinar Recording
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The average first year commission of a single MoO LTCi sale is $1,600. And that's just the start - you get lifetime renewals on a product that one of the highest retention rates anywhere. But for most agents, finding qualified LTCi prospects is like finding the needle in the haystack. Fortunately, there is a proven system to identifying cross-marketing opportunities with LTCi sales. To make it work, it requires the right blend of product knowledge and marketing tools. That's why American Independent Marketing, the #1 Long Term Care FMO, and AgentMethods, the #1 insurance online marketing platform, are coming together for an exclusive one-time online webinar. In this webinar, you will learn: - What the true income opportunity is for LTCi sales - A unique way to structure and price LTCi plans to increase sales - How to implement a turn-key marketing system that does the opportunity-finding work for you Don't miss this webinar. It could make your year!Webinar: Start Selling LTCi in 30 Minutes or Less! Webinar Recording
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We helped design the product and now we’ve cracked the code to help you position Mutual of Omaha’s repriced LTC plan for affordability. Join Mike to get a look at the cost-saving strategies you can begin utilizing today! Find out how to use all three parts of the Inflation Benefit to get your client’s premium to the price point where affordability lives and where they will make a decision today knowing they can make additional decisions down the road.Webinar: We’ve Cracked the Code: Keeping LTCI Affordable Webinar Recording
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Is there anything harder than trying to create your own marketing pieces to send to clients? Now you don’t have to. AIM has a wide variety of client approved marketing materials from many carriers. One of the biggest issues when it comes to prospecting and meeting your clients’ needs is not having the right material. Join Anthony for our consumer-focused marketing webinar so you too can have these marketing goldmines at your fingertips.Webinar: Our Consumer Marketing Tools will Boost Your Sales! Webinar Recording
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It's time to Modernize Your Insurance Sales, we'll show you how! Join us Wednesday; we’ll unfold the 2022 Insurance Roadmap and show you the big gains you’ll get when you can lock-in client relationships and how to reap the rewards when you master our hands-free customer relationship strategy. We’ll also explain the huge gains in existing customer sales you’ll reap from automating cross-marketing and show you why your existing tools can be better used to reduce the amount of time you spend marketing. We know the route to insurance success. Join us for a copy of the map!Webinar: Let Us Show You How to Modernize Your Insurance Sales Webinar Recording
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Medicare Advantage sales are hot Hot HOT!! You need to consider this rapidly growing segment if you want to consistently increase your senior sales. The available provider networks are larger than ever before, ensuring that they will meet your client’s needs with zero to low copay doctor visits and Hospital stays. And they offer coverage for Dental, Hearing and Vision and they are continuing to increase these additional features. If you’re not looking at these plans, you’re walking past opportunities to increase your business and profit. Join us and find out how to get started.Webinar: Medicare Advantage Sales are EXPLODING! Webinar Recording
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Final Expense – Burial Insurance – Funeral Insurance. Whatever you call it, final expense insurance is essential in dealing with end-of-life arrangements. And letting your clients know the importance of this product is just as imperative. Join us as we discuss our vast range of final expense products and carriers to give your clients more options and you more opportunities to sell this incredibly crucial product. With unique comparison quoting tools, product toolboxes, sales scripts and training guides and 8 simple steps to selling final expense, you don’t want to miss out!Webinar: Help Your Clients Protect Their Families with Final Expense! Webinar Recording
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Selling Long Term Care in the worksite is the simplest way to get in front of large numbers of prospects with an employer endorsement. And with more states joining the LTC Trust bandwagon soon, getting started in your state now makes more sense now than ever. With Our Carriers Life Secure, Mutual of Omaha and NGL we have options to fit many situations. Join Don and Mike for an in depth look at why Worksite is the way to go.Webinar: Worksite is the Answer to More LTC Sales! Webinar Recording
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The Washington LTC Trust and Tax created a tsunami of activity and sales for agents. And there are nearly a dozen other states that are eyeing similar legislation in the very near future. Join Mike and find out what impact this can have on your business and how to be best prepared to maximize your ability to help prospects and grow your agency. Be prepared for when a state run LTC tax comes to YOUR state!Washington State LTC Tax: What We Experienced and What YOU Can Expect! Webinar Recording
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Have you ever hoped that there were viable options for your clients who find LTC too expensive or simply can’t qualify due to their health? We have the answer here at AIM! We have the best products to dot your i’s and cross your t’s and provide coverage to fit your clients needs. Join us to learn why Critical Illness is one of the top ancillary products in the nation. When it comes to Guarantee Trust Life and even Mutual of Omaha, we have the right carrier for your needs.Webinar: Critical Illness: A Problem Solver Webinar Recording
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Are you using the Mutual of Omaha’s LTC eApp to submit your business? If not, you should be! Using the eApp allows you to meet with your clients remotely, speed up the application process, prevent mistakes or missing questions and much more! Join us as we dive into a step-by-step tutorial showcasing just how simple, intuitive and timely submitting business is when using Mutual of Omaha’s great eApp tool!Webinar: A Guide to Mutual of Omaha’s LTC eApp Webinar Recording
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Are you taking full advantage of all that Mutual of Omaha’s LTC has to offer for couples or are you leaving sales on the table? With options such as shared care, survivorship and joint waiver of premium, return of premium and the one-of-a-kind security benefit you can meet any client need. Add in the robust options for inflation and you’re missing out if you aren’t making the most of these opportunities! Learn about all of the LTC Partner benefit options and how you can best utilize them in your sales. Boost your business by giving your clients more options than ever and answering their coverage needs!Webinar: Mutual of Omaha’s Optional LTC Riders Webinar Recording
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If you have business owner clients who are tired of paying money to the Federal government, we have some strategies that will protect the client and their employees and will reduce their federal tax bill. Join Mike Anderson and find out how you can help clients save on taxes and protect themselves and their employees.Webinar: Tax Strategies for Small Businesses Webinar Recording
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Understanding the importance of Long Term Care was a hot topic this year, especially with what was going on in our backyard here in Washington. Take a deep look into what makes hybrid products a popular choice in the Long Term Care space. Join AIM’s Anthony Sadeddin as he speaks about Annuity and Life Insurance hybrid products and what makes them tick.Webinar: LTC Hybrids: Why Their Popularity Keeps Growing! Webinar Recording
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In today’s complicated healthcare environment, having the right coverage to fill in gaps is more important than ever. AIM’s Nick Flowers and LifeSecure’s David Coghill dive into Life Secure’s ancillary products including Accident, Critical Illness and their new and exciting Term Life and Final Expense options! LifeSecure has a vast array of fantastic ancillary products that you need to have in your toolbox! These products are strong in all age groups with simple plan designs, guaranteed issue opportunities and easy online applications.Webinar: LifeSecure’s Ancillary Products Webinar Recording
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Join Carlos Martinez to learn how MedicareCENTER is a major game changer in the senior arena. He’ll go over the best ways to get the maximum benefits of this powerful CRM, utilizing the quoting, enrollment and remote capabilities to streamline your business. He’ll spotlight the enhanced ability to easily cross sell your client base, explain how to use Market Edge to find the hottest areas for new prospects and much more. Don’t miss this opportunity to put MedicareCENTER to work for you now!Webinar: MedicareCENTER’s Year-Round Importance Webinar Recording
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Join us for a look at GTL’s expansive ancillary product set. With an improved hospital indemnity plan that already has 30 states approved, a cancer product offering unique genome sequencing and a 1 question standalone homecare plan, you don’t want to miss out learning about these products! By offering unique products and coverage with a fast hassle-free claims process and providing thorough agent product training, it’s easy to cross-sell GTL products to your valued clients! Listen in to find out why GTL has become dominant in the ancillary space and why they are so comfortable in a space that other carriers don’t occupy. This product line is a must-have for senior market agents; you don’t want to miss this overview and the chance to multiply your sales!Webinar: GTL’s Ancillary Product Lineup Webinar Recording
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Join Mike for one of our most popular webinar topics ever and find out how you can sell more Mutual of Omaha LTC by dialing down inflation! Finding a price point where affordability lives is the best way to get clients to engage now. This is the most popular trend we are seeing in the industry. Don’t miss out on this opportunity to learn how to sell LTC effectively in today’s market.Webinar: Why Mutual of Omaha’s LTC Inflation Options Make it the Superior Product Webinar Recording
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The Washington LTC Trust and Tax created a tsunami of activity and sales for agents. And there are nearly a dozen other states that are eyeing similar legislation in the very near future. Learn about what impact this can have on your business and how to be best prepared to maximize your ability to help prospects and grow your agency. Be prepared for when a state run LTC tax comes to YOUR state!Webinar: Washington State LTC Tax: What We Experienced and What YOU Can Expect! Webinar Recording
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Find Out Why the Rapidly Evolving Market is Impacting Your Clients NOW! AIM will show you how you can help protect your clients’ version of the American Dream even before your state deals with the LTC Trust issue. The LTC Market matters. We’ll show you how you can access and help more prospects than you will believe!Webinar: Long Term Care Matters! Webinar Recording
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One of the biggest steps in the LTC sales process is underwriting. Take a deeper look into how to simplify underwriting by taking all the right steps necessary. Not sure how to start LTC underwriting for your clients? This process can be intimidating for both you and your clientele. Fortunately, we are here to help! With step-by-step instructions on the best way to start underwriting and how to find the best carrier for your client, you don't want to miss this opportunity to learn more.Webinar: How to Navigate the Underwriting Process and Avoid LTC Declines! Webinar Recording
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You can begin selling a BRAND-NEW Medicare supplement plan in Oregon through Mutual of Omaha's subsidiary, United World! Mutual of Omaha is known for being the easiest carrier to work with and has hyper-competitive rates for this new product! With PDP and Dental/Vision plans also available, you can easily make additional sales with no extra effort required. Kristi joined us to provide the full scoop, direct from the carrier, as to why this new product creates an amazing opportunity for writing business in Oregon!Webinar: United World is Coming to Oregon! Webinar Recording
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Have you spent too much time researching company rate information or trying to find a company that will accept your client’s health conditions? AIM’s quoting tool is here to help simplify the process and save you time! Join us for a demonstration of how this tool can give you quick access to up-to-date pricing and plans specific to your clients. Get info on the latest rates, underwriting and more in seconds!Webinar: An Inside Look at AIM’s MedSupp Quoting Tool! Webinar Recording
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With AEP just around the corner, you need to make sure you’re prepared when the clock strikes zero! We will arm you with all the information you need so that you can quadruple your sales during Medicare’s biggest event! To give you the advantage, they'll be going over how to work smarter not harder, using creative ideas and digital tools to maximize your MAPD, Med Supp and PDP sales.Webinar: It’s the Final Countdown to AEP! Webinar Recording
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Brand new to AIM, Medico is a carrier you need to add to your book of business in order to amplify your sales! Learn about Medico’s extremely competitive rates in current approved states and even more states joining soon. With a great lineup of ancillary products to compliment the Medicare supplement plans and amazing agent incentives to boot, there’s every reason to add this new carrier.Webinar: Meet our NEW Carrier, MEDICO! Webinar Recording
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GTL’s NEW Hospital Indemnity plan, Advantage Plus Elite, is here just in time for AEP. With more base plans to choose from, rates that have been lowered up to 14%, no application fee and much more. Get the scoop on all the new and improved benefits the product has to offer and let us show you how to make AEP a significant growth opportunity for you and a win-win in terms of protection for your prospects and clients.Webinar: GTL’s NEW Advantage Plus Elite is Now Available! Webinar Recording
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It can be hard to make sure your name and brand are getting in front of the right clients and even harder to make sure you’re closing your sales. Don’t worry, AIM is here to help! We will show you how to grow your sales with new tips on finding the right audience, how to market your products correctly and close your sales. Watch as we explain how having the right toolkit will boost your sales and get you in front of more clients.Webinar: Boost Your Income with AIM’s Sales and Prospecting Ideas and Tips! Webinar Recording
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Join AIM for an in-depth demonstration of the MutualCare Solutions Software. This tool makes it easy to run quote comparisons and dial it down to exact desired premiums. The software offers a simple way to save and alter quotes as needed and send illustrations. Plus, You will be walked through Mutual’s custom inflation options that can fit every client. Learn how you can use this software as a selling tool with your clients, get answers to questions you have and learn about little-known features.Webinar: Mastering Mutual’s LTC Software Webinar Recording
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AEP is right around the corner; we want to make sure that you are ready to go for Medicare’s biggest event! We will arm you with all the information you need so that you can quadruple your sales! To give you a competitive advantage, we’ll be reviewing Med Supps, Medicare Advantage and PDP plans.Webinar: Make AEP a Slam Dunk! Webinar Recording
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With private health insurance getting more expensive, deductible options going out of control and flexibility more in demand than ever, Critical Illness is the forward thinking option that you should be talking to all of your clients about. AIM has a robust portfolio of supplemental benefit options that will create new sales opportunities for agents and make certain you’re protecting those who trust you to do just that.Webinar: This Product is CRITICAL for Your Clients! Webinar Recording
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Long Term Care insurance isn’t a one-size-fits-all solution. And protecting your customers’ retirement planning can be accomplished a number of ways. Learn about the different carriers and options we offer, and how these products can help you expand your business.Webinar: LTC Alternatives to help grow your business Webinar Recording
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The timeline on Washington's new Long Term Care Trust is shorter than you may think. Learn about the act, the once-in-a-lifetime opportunity it creates, and how AIM is positioning you to help as many people as possible this year. Don't miss out on this!Webinar: An Update on the Washington LTC Trust Act Webinar Recording
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After analyzing Mutual of Omaha’s newly-refreshed LTCi premiums, we have identified the most-affected options and developed strategies to minimize the impact to your clients. Join AIM’s Mike Anderson as he reviews Omaha’s refreshed rates and explains the cost-saving strategies you can begin utilizing today!Webinar: We’ve Cracked the Code: Keeping LTCi Affordable Webinar Recording
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Sell Thrivent's LTC product now through March 31st and be rewarded! Applications submitted between 1/1/21 and 3/31/21 (in-force by May 31st) will earn the writing agent a bonus of $150/insured! This is a top-notch LTC product that is sure to make an excellent addition to your current LTC portfolio. Here's a brief overview of what you can expect: - Issue ages 18-79 - $1,500-$15,000 maximum monthly benefit - Up to 8-year maximum benefit multiplier - Accelerated premium payment option -- pay for 10 years - 5-year rate guarantee built-in - Innovative inflation options Watch this webinar to find out why Craig Roers of Thrivent says this is one of the most exciting offerings he's seen in 22 years in LTC. We cover everything you need to know about pricing, underwriting and how to position this solution with your prospects!An In-Depth Look at ThriventLTCi Webinar Recording
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If you're like many agents, you've probably thought about expanding outside of your local market to attract more business... But WAIT! The reality is that your local market is a great place to find quality prospects, you just have to know how to find them -- or even better -- how to make sure THEY find you! In this presentation, Digital Marketing Expert Aaron Kassover shows you how to... - Easily be found by prospects in local searches - Build "social proof" to create trust in prospects - Generate more prospects who are ready to buy in your local area It's more important now than ever before to utilize the prospects around you and to remember that the further outside of your area you go, the more competition you're likely to run into. Watch this presentation to learn about how you can best optimize your local prospects online!Dominate Your Local Market Online Webinar Recording
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For the first time in a long time, we now have three viable LTC products on the market. More than ever before, it's important that you have knowledge of these products to best serve your clients and their individual health situations. While we have many long-term care products available here at AIM, the three that you should unquestionably have in your toolbox are Mutual of Omaha, NGL and Thrivent. Mutual of Omaha traditionally offers the best mix of carrier stability and product flexibility. NGL has brought important benefits like Limited Benefits and Limited Pays back to the market. Thrivent has made available a monthly benefit up to $15,000, a cash benefit rider and shortened pay options.The LTC Big 3: Mutual of Omaha, Thrivent and NGL Webinar Recording
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Are you selling Final Expense yet? If not, you're missing out on some valuable sales and commission opportunities! If you have contemplated learning how to sell Final Expense, there is no better time than now... and we'll help you get started! In this presentation, AIM's Mike Anderson details why Final Expense is so crucial to your clients and how you can easily make sales to compliment other policies your clients may have such as a Medicare Supplement.Why & How to Sell Final Expense Webinar Recording
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Since November is LTC Awareness Month, we thought now would be the perfect time to take a closer look at Hybrids vs. Traditional LTC products. While we know Hybrids have gained popularity over the years with more and more agents gravitating toward them, we also know that many agents are skeptical of whether they are really the better option. In this presentation, we show you why Traditional LTCi remains the best option in many cases, supported with premium comparisons and more!Hybrids vs. Traditional LTCi Webinar Recording
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NGL's EssentialLTC is a consumer-focused, competitively-priced product that's sure to make an excellent addition to your current LTC portfolio. Plans can be easily customized depending on your clients' health situations and include great features like... - Lifetime Benefits - Accelerated Pay Options - Employer Group Rate - Joint Pricing - Inflation Protection In addition, NGL has a well-established underwriting process which results in predictable decisions with an accelerated turnaround.Diversify Your Portfolio with NGL's EssentialLTC Webinar Recording
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If you have clients with concerns regarding health and financial qualifying, we have the best Short-Term Home Health Care solution on the market for them! With only one medical qualifying criteria, GTL's Short-Term Home Health Care offers professional services, a home care aide benefit and prescription drug benefits… all built-in. Plus, it's extremely affordable!GTL's Short-Term Home Health Care Webinar Recording
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It's the double feature you've all been waiting for! Join AIM's Anthony Sadeddin and Aetna's Steve Patton and Tony Clark to learn about the new CVS Health Medicare Supplement and Final Expense products! With a name your clients already know and trust, these top-notch offerings are sure to be the perfect additions to your portfolio. The Accendo Med Supp product includes a 14% household discount in most states. Their Final Expense product offers flexible coverage amounts, an easy quoting and e-App process and strong commissions. Get started with the name that leads to peace of mind for your clients and opportunity for you! Register now to learn more.CVS/Accendo Double Feature: Med Supps and Final Expense Webinar Recording
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Disability Income insurance is an important part of your clients’ overall financial plan and Mutual Income Solutions includes new benefits that will help you provide your clients the coverage they need if they become sick or injured and are unable to work. This new product features expanded occupation classes into medical professions, extended benefit periods up to age 70, an increased benefit option up to $20,000 and much more!Mutual of Omaha's NEW Income Solutions D.I. Product Webinar Recording
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MedicareCENTER is a powerful sales and marketing system that's also easy to use! Plus, it's full of great features designed to help Agents like you produce more, including: - A robust CRM for managing and tracking clients - The ability to compliantly send scope of appointments by text - Access to MedicareAPP and MedicareLINK enrollment and quoting tools - An all-in-one universal login from any device, anytime Maximize your AEP season by using MedicareCENTER!MedicareCENTER: The Tool You Need for AEP Webinar Recording
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Do your clients want a guarantee that they will receive LTC benefits no matter what? If so, you need to consider OneAmerica. They have solutions that offer great alternatives to traditional LTC that include features you won't find anywhere else.Count On OneAmerica's Hybrid Products to Help Grow Your Business Webinar Recording
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NGL's EssentialLTC product is the perfect option if you're looking to add depth to your current LTC portfolio! If you haven’t included NGL’s EssentialLTC in your long-term care conversations, now is the time to start. The lifetime benefits and accelerated pay options will resonate with many of your clients.Spotlight on NGL's EssentialLTC Webinar Recording
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Do you have clients who think self-funding is the best LTC planning alternative? Oftentimes, these people don't actually understand just how much care can cost, nor do they realize the burden they could put on their loved ones by not having a true plan. AIM's Mike Anderson and Lincoln Financial's Larry Moore present a simple analysis tool that successfully neutralizes the self-funding argument.Neutralizing the LTC "Self-Funding" Argument Webinar Recording
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Now that COVID-19 and the need for home care have collided head on, it's time to have THE TALK with your clients and prospects about making sure they're prepared with the best solutions! It's never been more obvious that clients and prospects need to have a valid home care option available when the need arises. In this presentation, our National Marketing Director Mike Anderson shows you how to initiate successful LTC conversations that convert to growing your business!COVID-19 & LTC: Having "The Talk" with Your Clients Webinar Recording
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This is a top-notch LTC product that is sure to make an excellent addition to your current LTC portfolio. Here's a brief overview of what you can expect: - Issue ages 18-79 - $1,500-$15,000 maximum monthly benefit - Up to 8-year maximum benefit multiplier - Accelerated premium payment option -- pay for 10 years - 5-year rate guarantee built-in - Innovative inflation options Watch this webinar to find out why Craig Roers of Thrivent says this is one of the most exciting offerings he's seen in 22 years in LTC. We tell you everything you need to know about pricing, underwriting and how to position this solution with your prospects!Everything You Need to Know About Thrivent LTC Webinar Recording
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Ameritas offers you a way of doing business that's tailored to your needs with innovation and attention to detail you won't find anywhere else! Plus, it’s complete with competitive commission payments, and individual and group product solutions. This includes a customized hyperlink to use from your website that links your customers to the quoting engine and gives you credit for the sale!NEW to AIM: Ameritas Dental Webinar Recording
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A comparison of two of AIM's top LTC products! AIM's Mike Anderson and Anthony Sadeddin show you how Thrivent's LTC product compares to NGL's. They give you you details on pricing, availability, a comparison of benefits and more! Ready to find out how you can use these products to diversify your portfolio? Watch the webinar now!A Closer Look at Thrivent and NGL's LTC Webinar Recording
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This webinar discusses the ins-and-outs of our Med supp e-app portal -- a universal, multi-carrier, electronic application! This innovative technology will allow you to quote multiple carriers and submit a standardized application to the same platform! What used to take you hours can now be done in seconds! Here are a few of the benefits... - Using "smart app" technology, the app will verify the application is accurate and complete before submission. - The real-time eapp has built-in underwriting logic to notify agents of declined conditions and prescriptions. - Flexibility incorporated into the design accepts several signature methods. - Submit applications directly with carriers on the platform to make the submission process easier than ever. If you're not already using this platform, now is the time to start!Mastering AIM's e-App Med Supp Portal Webinar Recording
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Did you know 70% of Americans live within three miles of a CVS Pharmacy? Now there’s a final expense product that’s just as convenient and trusted. Our Individual Whole Live Insurance is underwritten by Accendo Insurance Company, part of the CVS Health(R) family of companies and an Aetna affiliate, and offers: • An available super preferred rate that’s 10% lower than the preferred rate • Flexible coverage amounts with a low minimum policy requirement • Auto-drafting to match Social Security deposit schedules • Easy quoting and eApp process • Strong commissions Get started with the name that leads to peace of mind for your clients – and opportunity for you.Introductory Product Training: CVS Health Final Expense Webinar Recording
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Every small business owner is faced with a dilemma: How can they keep good employees, compensate them and protect them while mitigating the tax burden? AIM's Mike Anderson offers insight on some of the strategies you can use to talk to these business owners and get them set up with the right solutions!Tax Strategies for Small Businesses Webinar Recording
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GTL's Precision Care Cancer Insurance is designed to give policyholders access to groundbreaking treatment advancements which may not be covered by other insurance. In collaboration with TGen, one of the industry-leading nonprofit medical research groups, GTL has designed a policy with benefits you currently won't find anywhere else.GTL's Precision Care Cancer Insurance Webinar Recording
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(PRODUCT NOT AVAILABLE IN OR, CA or ID) Financial setbacks are the last thing your clients want to worry about after a hospital stay. Luckily, LifeSecure’s Hopsital Recovery plan offers a cash benefit that can be paired with your clients’ medical plans to help cover any unexpected costs.LifeSecure Hospital Recovery 3.0 Webinar Recording
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We are excited to announce that Thrivent LTC is now available to you through AIM! As the LTC industry continues to change, we are dedicated to offering solutions to our agents. This product will add depth to your current portfolio and ensure that all clients are given a chance to receive coverage. Among the benefits... - Currently accepting business for your clients who are over age 65 - 10% Preferred Health discount - Couples discount of up to 20%NEW to AIM: Thrivent LTC Webinar Recording
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This session highlights EssentialLTC’s program for the worksite that is available to businesses with at least 5 employees, offers a streamlined group approval process, has low minimum participation, and features competitively priced comprehensive benefit options.NGL EssentialLTC: LTC for Almost Any Business Webinar Recording
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Mutual’s Critical Advantage offers three products: Critical Illness insurance, Cancer insurance and Heart Attack/Stroke insurance. Highlights include: – Benefits are paid directly to the insured – Express underwriting with knock-out questions – Cross-sell opportunities with disability, Med supps and long-term care insurance – Top-notch compensation and incentive opportunitiesMutual of Omaha's Critical Advantage: The Right Fit for Your Clients Webinar Recording
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Having a quality Short-Term Home Health Care product in your portfolio is key! AIM's Don Erickson and GTL's Greg Esposito show you why GTL's Short-Term Home Health Care is one of the best on the market. With only ONE medical qualifying criteria, this product offers professional services, a home care aide benefit and prescription drug benefits... all built-in! This will solve your clients' concerns regarding health and financial qualifying. Plus, it's extremely affordable!Why Sell GTL's Short-Term Home Health Care? Webinar Recording
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In the second installment of our Coronavirus webinar series, Mike Anderson and Aaron Kassover share some great ideas to keep in mind if you're concerned about how the Coronavirus could potentially impact your business.Continuing to Grow Your Business in the World of Coronavirus (Part 2) Webinar Recording
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The SECURE Act has eliminated the non-spousal beneficiary stretch IRA and now requires the inherited qualified dollars to be fully distributed within 10 years. OneAmerica's qualified dollar Asset Care strategy happens to fit perfectly with these guidelines and in fact, is an attractive option for any client(s) who has a significant portion of their nest egg in qualified assets.OneAmerica: The SECURE Act Creates a Hybrid LTC Opportunity Webinar Recording
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AIM's Mike Anderson and Mutual of Omaha's Therese McDermott show you how you can positively impact a client's claims experience. They help enhance your knowledge of the claims process and ensure you're aware of all the latest updates so you're prepared to better serve your clients.Mutual of Omaha: Important Claims Info Webinar Recording
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Mutual of Omaha's new Simplified Issue IUL is the product to add to your portfolio! It promises a permanent life insurance solution that provides clients with a death benefit for their loved ones. But it differs from traditional IULs by providing this benefit using simplified underwriting. This means NO medical exams and NO lengthy health inquiries.Everything You Need to Know About Mutual's IUL Express Webinar Recording
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Grab your popcorn because this is one double feature you don't want to miss! AIM's Don Erickson and GTL's Demetri Simos give you a look at what both GTL's Short-Term Home Health Care and Advantage Plus products can add to your portfolio!A GTL Double Feature: Short-Term Home Health Care & Advantage Plus Webinar Recording
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AIM's National Marketing Director Mike Anderson presents one of our most popular webinar topics ever to help you find out how you can sell more LTC by dialing down inflation! This is the most current trend we are seeing in the industry. Take this opportunity to learn how you can effectively sell LTC in today's market!Dial It Down! Lower Inflation Can Make the Difference! Webinar Recording
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In the Short-Term Home Health Care world, it's always nice to know you have options. In this presentation, AIM's Mike Anderson and Anthony Sadeddin give insight on underwriting, covered services, availability and more to help you find the best fit for your clients and your business!Adding to Your Short-Term Home Health Care Portfolio: Aetna and GTL Webinar Recording
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It's no secret that Mutual of Omaha has a top-notch LTC product, but what makes it even better are all the tools available to make selling this product even easier! In this webinar, AIM's Mike Anderson and Anthony Sadeddin team up to give you a look at all the resources available to help you grow your Mutual LTC business.How to Utilize Mutual's LTC Toolbox Webinar Recording
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AIM's Anthony Sadeddin and Mutual of Omaha's David Neal give a special presentation on Mutual's Living Promise Final Expense program. This product was designed to provide affordable protection to help your clients and their loved ones cover final expenses.Leaving a Legacy with Mutual's Living Promise Webinar Recording
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It's no secret that prescription drugs can be expensive. That's why making sure your clients are set up with the right prescription drug plan is so important. AIM's Gene Newland and Mutual of Omaha's Jason Weber share how selling Mutual's PDP will double your business this AEP season!Mutual's PDP: The Right Fit for Your Clients Webinar Recording
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Are you looking for a simple way to sell more Final Expense while ensuring your clients have peace of mind? Are you tired of dealing with cases lost in underwriting or waiting for apps to be issued? Join AIM's Michael Sadeddin and AIG's Paul Gonzales to find out how AIG's Guaranteed Issue Whole Life Insurance provides secure, premium-guaranteed, budget-based solutions! Benefits of this product include: - Prospects between the age of 50 and 85 are guaranteed acceptance - Competitively-priced permanent protection of up to $25,000 with NO medical exam - Chronic and Terminal Illness accelerated death benefit riders are built into the product at no up front cost to the client - AIG's e-app process is quick and virtually fool proofLearn How to Sell More Final Expense with AIG's GIWL Webinar Recording
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AIM’s Mike Anderson and CSG’s Brien Welch give a demonstration of how this tool gives you quick access to up-to-date pricing and plans specific to your clients. Customize it with the products, carriers and states you’re looking for and get information on the latest rates, underwriting and more in seconds!Added Benefits & Important Updates to AIM’s Med Supp Quoting & Comparison Tool Webinar Recording
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If you are not selling final expense yet, join this webinar and find out what you’re missing. Allen Pauley from Integrity Marketing and Mike Anderson from AIM will introduce you to a group of products that will cover final expense for you and your clients. In addition to comprehensive legacy planning we will share with you the Legacy Safeguard exclusive turn-key sales and marketing system to help you meet with more clients and close more sales! Don’t Miss this opportunity to change your business model going forward.Legacy Safeguard Will Really Boost Your Income! Learn How Webinar Recording
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Join Mike Anderson and find out how lower inflation rates may be the perfect way to get your clients to protect themselves with a traditional LTC policy. It’s not about the policy they should buy any longer, it’s about the policy they will buy!Dial it Down! Lower Inflation can Make the Difference Webinar Recording
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Let Mutual of Omaha’s e-App for LTC make helping your clients easier and faster. Join Regional Director Stephanie Pahl and Case Manager Brianna Marks and learn how to avoid basic mistakes that case managers have to consistently fix. We’ll show you how to troubleshoot cases, ensure applications are in good standing and how to include pre-qualifications in your app submissions. Mutual’s e-App is the most efficient process on the market.Mastering Mutual’s LTC e-App Webinar Recording
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Longevity Health Planning will enhance your ability to help more people and we’ll show you how. Join Dennis Rinner and find out why this new concept is so important to incorporate into your daily practice. Let your VOICE be heard on this most important issue.Longevity Health Planning — Why Your Voice Matters Webinar Recording
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Quote Engines & Sales Technology
Application Tracking
Working with AIM gives you access to our “Pending Application Status System”, or PASS. The system enables you to retrieve new business status in real time whenever you need it online or via email notifications. This simplifies tracking your new business activity especially when working with multiple carriers.
Agent Website
Want to increase sales? AIM's "Connected Agent" website platform is designed to do one thing: help you sell insurance. You get a complete online lead generation program, including a great website, content, and marketing campaigns.
Form Library
Use our comprehensive carrier form download library to quickly access the form you need. Filter by carrier, product, and state to quickly see the relevant files.
LTCi and Med Supp Quote Engines
Get access to a powerful suite of Med Supp and LTCi quoting tools. “Quick Quote” helps you quickly identify the most cost effective med supp solutions available making it easier to close sales fast.
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