Vice President of Retirement Solutions, Bill Martin 2.0, navigates through Mutual of Omaha's IUL Express Illustration software and ensures that you hit on all applicable areas!

Senior Vice President of Retirement Solutions, Pete Lee, does an in-depth view of what an IUL is and how to sell it. Pete also covers why Ameritas is our key IUL product.

Vice President of Retirement Solutions, Bill Martin 2.0, explains how to help a client who wants to place a lump sum of money into an IUL product in order to generate a tax-free stream of income down the road.

We all know that an IUL can be a fantastic tax-free income tool, but how do we prove that to our prospective clients? What if there was a tool available that could help you mathematically prove to your prospects that an IUL is exactly the vehicle that they need to be able to enjoy a tax-free retirement? Well look no longer, Equis Retirement Solutions is excited to share a new software tool that will help you achieve all of this and build yourself a strong and happy client base!

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates the Tax Free Income In-Home Presentation.

Vice President of Retirement Solutions, Bill Martin 2.0, explains exactly how indexing works!

Vice President of Retirement Solutions, Bill Martin 2.0, walks you through the suitability forms for Athene and F&G to ensure you understand what the carriers are looking for!

Vice President of Retirement Solutions, Bill Martin 2.0, navigates through Ameritas' IUL Illustration Software and ensures that you hit on all applicable areas!

Vice President of Advanced Markets Bill Martin 2.0 demonstrates how to clear the confusion for clients and explain the difference between Increasing & Level death benefits.

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of F&G's Pathsetter product.

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of the Ameritas FLX LB IUL product.

Vice President of Retirement Solutions, Bill Martin 2.0, navigates through F&G’s Life Illustration software and ensures that you hit on all applicable areas!

Imagine leaving your client's home, and already knowing whether or not they are approved for their IUL! Tune in as SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by F&G’s National Accounts Vice President, Ben Holmes! Ben will be sharing information regarding F&G’s instant-decision Execudex product, along with how and when you can incorporate it into your portfolio of options!

Vice President of Retirement Solutions, Bill Martin 2.0, navigates through NLG's Illustration software and ensures that you hit on all applicable areas!

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of MOO's IUL Express product.

Equis Nation has embraced the Mutual of Omaha IULE with a passion, and we are here for it! And here with SVP of Retirement Solutions, Pete Lee, & VP of Retirement Solutions, Bill Martin 2.0, from Mutual of Omaha, is Brokerage Sales Director, David Neal! David discusses all of the Mutual of Omaha IUL options, and recently announced upgrades to the illustration signature process!

Vice President of Retirement Solutions, Bill Martin 2.0, explains what the CRM Brochure is and how it can help you to find more money in a client’s home!

Join Senior Vice President of Advanced Markets, Pete Lee, and Vice President of Advanced Markets, Bill Martin 2.0, as they discuss why IUL is a good choice for your customers and for you.

Special Guest Diamond Elite Producer, Bill Roman, gets fired up as he discusses how he finds additional sales in the home with IUL opportunities!

Vice President of Retirement Solutions, Bill Martin 2.0, discusses how to increase customer loyalty by providing continued value to your clients. Planting seeds during your mortgage protection appointments ensures your return to the home, allowing you to help your clients overcome their retirement battles!

The Equis Retirement Solutions department focuses on utilizing indexed life insurance products as a means for retirement strategies, college funding, small business solutions, and estate planning. This episode, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by RM and Diamond Elite Producer, Ruben Basurto, who shares some of his favorite tips and tricks for increasing your Indexed Universal Life sales!

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to use the NLG Illustration Software.

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of the Columbus Life Indexed Explorer Plus IUL product.

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to use the NLG illustration software.

Vice President of Retirement Solutions Bill Martin 2.0 demonstrates how to explain the difference between Increasing & Level Death Benefits.

Join Senior Vice President of Advanced Markets, Pete Lee, and Vice President of Advanced Markets, Bill Martin 2.0, as they discuss selling IUL after the mortgage protection sale.

Vice President of Retirement Solutions, Bill Martin 2.0, explores and answers the common question, “When do I use an Indexed Annuity versus an Indexed Universal Life policy for somebody that is looking to save some money?” Compare and contrast these savings strategies to find the BEST solution for your client!

Vice President of Retirement Solutions, Bill Martin 2.0, explains the importance of using a Retirement Solutions Specialist to help in close more indexed product sales and also explains the fantastic opportunity that Equis provides for you to become a Specialist and serve your team's indexed product needs.

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of Nation Life Group's FlexLife IUL.

The power of creating tax-free income through IULs and investment can be complex. Learn the keys to an effective and simplified IUL Illustration on EXACTLY what information should be shared with your potential clients from a true industry leader, Vice President of Retirement Solutions, Bill Martin 2.0.

Vice President of Retirement Solutions, Bill Martin 2.0, answers the common question, “How do I explain to a customer how they make money depending on the performance of a particular index?”

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to use the Ameritas Illustration Software.