Equis Advanced

Do you know the difference between IUL and UL, including the different products and sales tactics you can use while selling each? Tune into Episode 26 of Equis Advanced and learn more!

Not familiar with Ameritas? Pete Lee explains the complete dynamics and benefits of using Ameritas to write business, especially as an Equis Financial agent!

Pete Lee explains the benefits of selling annuities and how to receive those benefits!   Be sure to mark your calendars for Equis Financials upcoming sales trainings in Baltimore, Las Vegas, Riverside, and Phoenix to hear Pete Lee talk live about selling annuities!

Pete Lee gives in-depth details on 2 Americas IUL Products

Pete Lee gives detailed, step by step instructions on how to go about selling annuities. 

Pete Lee talks about the importance of Index Universal Life by giving stats and examples, including a personal example of how Pete Lee makes his phone calls off of referrals. 

Introducing a key Index Annuity offered through North American Company, the Performance Choice and Performance Choice Plus. North American is an A+ rated carrier.

Understanding key terminology for the fixed index annuities.

Find out the system and how to capitalize on your lead expense! Get more annuity sells with mortgage leads or final expense leads with this insight from Pete Lee. 

Get a better understanding of the products available through Equis Financial for Index Annuity and Index Universal Life

Life Insurance with Living Benefits provide tremendous benefits that the vast majority of your clients/prospects have NEVER heard about. They are especially important on IUL policies because they never expire and when the Death Benefit increases, so do the Living Benefits! Ameritas has just put their IUL Living Benefits on steroids. Check out this weeks' Equis Advanced podcast for more

Today on Equis Advanced, Pete Lee talks about the LSW Secure Plus Provider.

Learn how taking income form an IUL policy in retirement may make more sense than taking income from traditional retirement plans.

Today on Equis Advanced, Pete Lee talks about LSW IUL Products and why in a survey people said it's, "too good to be true."

Pete Lee talks about an annuity product designed primarily for income.

Pete Lee introduces a HOT, new, fixed index annuity product. 

Pete Lee helps you understand the indexes that are used to credit interest in the IUL policies and index annuities used by Equis.

Feel more confident talking about annuities with your clients with the help from Pete Lee's "Annuity 101," which covers all the basics.

Income Riders: How they work … and more importantly, when to use them and when NOT to use them. Tune in today!

During today's episode of Equis Advanced, Pete Lee talks about how you can take tax free income from an index universal life policy.