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Webinars & Training
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31 Mar
Utilizing AIM's Med Supp Quoting Tool
How much time do you spend researching company rate information or trying to find a company that will accept your client's health conditions? AIM's quoting tool for Medicare S ...
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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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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.
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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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