The Alliance U PRODcast

The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more!

The Alliance U PRODcast is a business podcast hosted by Unknown Host, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Alliance U PRODcast, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Alliance U PRODcast

  Product Call - Empathy & Transamerica: Elevating Client Experience and Support - 09-03-2026

  Sep 3, 202649 min

  Transamerica FE Express Update + Empathy Demo (LifeVault, Loss Support & Agent Connect) Scott Grody (Transamerica RVP) shares key Transamerica contacts (FE Express support, sales desk, and his team), reports $5M in year-to-date paid production, and announces Immediate Solution has been sunset as of Sept. 1, consolidating final expense into FE Express with Premier and Select Risk Classes. He introduces Larissa Zodko (Empathy RVP), who demos Empathy's three components: LifeVault for policyholders to create state-specific estate documents (trust, will/pour-over will, POA, healthcare and funeral directives, special needs trust) and securely store files\; Loss Support for beneficiaries with an app-based care plan, human 24/7 chat, funeral planning, probate guidance, obituary help, and account closure\; and Empathy Connect for agents via Transamerica Agent Home to view client status, re-invite clients, access multilingual marketing/training, and support beneficiary engagement. Empathy is included on all FE Express policies and on eligible IULs ($250K+), effective for policies issued July 1 or later, with a NYC activation-rate contest announced. Scott also previews FE Express updates: moving issue date to first successful payment (early Oct) and enabling in-force draft date changes (Q4). 00:00 Welcome and Agenda 00:34 Key Support Contacts 02:16 FE Express Updates 03:46 Introducing Empathy Rider 05:11 Larissa Background 06:16 Empathy Overview 08:01 Three Core Components 09:37 Care Team Support 11:31 Empathy Connect Portal 13:15 LifeVault Onboarding 14:50 LifeVault Features Tour 18:17 Legacy Letters Feature 19:16 Building a Trust 23:19 Q&A Clarifications 24:56 Loss Support App 26:16 After Loss Checklist 26:42 Benefits And Claims Help 27:27 Care Team And Community 28:30 Grief Resources Hub 28:58 Funeral And Probate Tools 30:57 Account Closure Feature 32:09 Agent Q And A 33:56 Empathy Connect Portal 37:01 Marketing And Learning Center 39:38 Contest And Wrap Up 41:10 Policy Eligibility And Security 46:03 Product Updates And Closing

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  The Alliance U PRODcast

  Product Call - Annuity Training with NLG - 08-28-2026

  Aug 27, 202659 min

  National Life Group Annuity Training: Protected Growth, Guaranteed Income & Finding 401(k) Rollover Opportunities Gina Hawks opens a Thursday product training and introduces National Life Group hosts Isaac Wood and Sam Keenan, who preview National Boot Camp in Burlington, North Carolina (Oct. 16–18). Isaac and Sam explain National Life Group's annuity solutions, highlighting 30 years as a fixed indexed annuity issuer, key differentiators (living benefits, foreign national eligibility, and advanced sales support), and how annuities address retirement goals of protected growth and guaranteed income. They cover flexible-premium deferred annuities (growth and income options), single-premium solutions including Income Driver 10 for income now/soon, and a growth-focused option with increased caps. They emphasize a dollar cost averaging feature for monthly interest crediting, ways to identify rollover opportunities (including the DOL lost-and-found tool), available fact finders, small-business advanced sales resources, a quarterly commission incentive, required annuity training, e-app usage, and multilingual materials. 00:00 Welcome and Introductions 02:14 Why We're Here Today 02:56 30 Years of FIAs 04:08 Key Differentiators 08:42 Retirement Goals Explained 10:31 How FIAs Work 12:37 Where Annuity Money Lives 18:10 Ideal Annuity Prospect 20:42 Flexible Premium Products 23:27 Qualified Roth Nonqualified Uses 26:06 Pivot When Life Declines 27:49 Advanced Sales Support Team 30:08 Roth Annuity Pivot 31:43 Income Now Strategy 35:17 Steve Income Case 39:15 Zenith Growth Setup 41:59 Dollar Cost Averaging 49:09 Find Lost 401k Funds 53:46 Tools Incentives Wrap

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  The Alliance U PRODcast

  Product Call - Advantage Plus Elite Hospital Indemnity Training for AEP - 08/20/2026

  Aug 21, 20261h 5m

  Advantage Plus Elite Hospital Indemnity Training for AEP | Benefits, Riders, Underwriting & Cross-Sell Tips (GTL) Zach Parker, national account manager at GTL, delivers an AEP-focused training on GTL's hospital indemnity product, Advantage Plus Elite, designed to complement Medicare Advantage by covering hospitalization copays and related gaps with affordable premiums. He introduces GTL's background (founded 1936, mutual company, AM Best A, licensed in all states except New York), explains why to sell hospital indemnity, and details plan availability, expanded guarantee-issue ages (most states 64.5–79), benefit design using two Medicare Advantage summary-of-benefits questions, coverage triggers (including observation stays), restoration after 60 days, and key base benefits. He reviews major riders (ambulance, lump-sum cancer, critical accident, skilled nursing facility, outpatient surgery, lump-sum hospital, outpatient therapy, and guaranteed purchase option with wellness benefit), underwriting and application processes, signature methods, compliance, cross-selling scripts and marketing tools, and answers state and product Q&A.

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  The Alliance U PRODcast

  Product Call - Annexus - 08-13-2026

  Aug 13, 202646 min

  Nationwide New Heights Select Update: 30% Bonus + 10% Guaranteed Roll-Up (Annexus x Alliance Product Call) Kat Lewis (Integrity Advisory Solutions/BAM) opens the Alliance product call and introduces Alex from Annexus to discuss Nationwide New Heights Select and recent rate changes. Alex reviews Annexus's role as a fixed indexed annuity product developer and highlights New Heights Select as their most popular solution, noting guarantees increased from a 9.5% to a 10% compounding annual roll-up for the first 12 years, paired with a 30% income benefit base bonus, with a 12-year deferral guaranteeing an income benefit base growth to 407% (e.g., $100,000 to $408,000). He explains daily crediting on the income benefit base and death benefit versus annual anniversary crediting, shares individual and joint income case examples, and compares outcomes to a traditional portfolio. He also demonstrates nationwidenewheights.com tools, suggests a texting strategy using a two-minute video for outreach and referrals, and answers questions on minimums, issue ages, rider charge (1.1% annually), funding sources, replacements, and suitability resources.

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  The Alliance U PRODcast

  Product Call - UnitedHealthOne - 08-06-2026

  Aug 6, 202655 min

  Clay Mertes and UnitedHealthcare's Bobbi Jo Massey discuss preparing early for AEP by completing AHIP and contracting in advance, then focus on UnitedHealthcare Golden Rule/UnitedHealthOne senior ancillary products that help cover Medicare Advantage and Med Supp out-of-pocket gaps. Massey explains how benefit degradation, higher consumer exposure, and fewer SEP opportunities make cross-selling ancillary a way to protect seniors on fixed incomes, diversify broker income, and improve persistency. She details three key products—Advantage Guard hospital indemnity (GI age 74 moving to 79 on Aug 21 with optional riders and a plan recommendation tool), Critical Guard cancer/heart-stroke/critical illness (GI increases to 79 with optional wellness and Rx riders), and an accident plan—plus dental, vision, and a dental discount program. She highlights easy broker-assisted applications, flexible effective dates, claims payment metrics, and using the uhone.com/broker portal.

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