The Alliance U PRODcast

About 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!

Publisher

AllianceU Prodcast: Education, Sales Tips, Proven Results and Motivation

Category

business · business

Language

en

Explicit

No

First episode

28 Mar 2019

Latest episode

24 Sept 2026

Latest episodes

324 episodes in the feed.

1. 

   24 Sept 2026

   Product Call - New From Transamerica - 09/24/2026

   Transamerica Juvenile Insurance Options: FE Express Whole Life & IUL Express Walkthrough Scott Grode introduces Transamerica's juvenile coverage options for agents, outlining support contacts (FE Express support line, sales desk hours, and internal partner contacts) and upcoming FE Express draft-date updates in October and early Q4. He explains the juvenile FE Express whole life final expense policy—instant decision, digital-only, ages 15 days to 17, $5,000–$100,000 face amount, one juvenile risk class, SSN required, available for U.S. citizens and green card holders, and parents must be owners (grandparents can become payers only after first premium). He demonstrates quoting, in-person/virtual signatures, multiple policies, portal registration, policy promise download, and how to monitor missed payments via Transamerica Life Access. He then reviews the juvenile FFIUL Express (ages 15 days to 17, up to $250,000), shows quoting with one-click solves and customization, and notes cash value, illustration reliability, and Milliman report disputes. 00:00 Welcome and Agenda 00:46 Support Contacts Overview 02:26 Upcoming Express Updates 04:24 Juvenile Express Product Basics 05:36 Eligibility and Ownership Rules 08:36 Accessing the Agent Portal 10:49 Application Flow and Signatures 13:47 Approval and Locking Coverage 16:06 Policy Promise and Client Portal 20:25 FAQs Paper and Cash Value 24:22 Finding Policies in Portal 26:05 Life Access Inforce Documents 27:22 Payment Alerts Notification Bell 28:46 Payments and Milliman Fixes 30:39 Portal Demo and No Card Fees 32:21 Introducing Juvenile IUL Express 36:06 Ownership Limits and Stacking 36:58 IUL Quote Tool Walkthrough 39:52 One Click Solves Compared 43:16 Customize Optimal Switch Strategy 45:31 Index Options and Illustration Download 50:07 Q&A Resources and Wrap Up

2. 

   18 Sept 2026

   Product Call - Integrity Connect with Gina Hawks - 09-17-2024

   Integrity Connect Life Insurance Training: Account Setup, Selling Permissions, CRM, Quoting & Underwriting Demo Gina Hawks provides a start-to-finish training demo on using Integrity Connect for life insurance, including how to access and register through ARC, navigate the dashboard, and set up an agent account to enable quoting and enrollment. She explains turning on product preferences, adding a professional photo and bio for the client-facing agent website, setting office hours for calendar booking, and using the free Integrity business phone number (with recorded calls used for AI summaries). She shows where to check or manually attest selling permissions, reviews CRM basics like importing clients and uploading documents, and clarifies that the client medical profile does not feed life underwriting. The demo walks through Quick Quote for final expense, entering health conditions (not prescriptions), answering reflexive underwriting questions, filtering results, and launching carrier e-applications, plus notes on product availability, term defaults, and tool limitations. 00:00 Welcome and Goals 01:23 Logging In and Dashboard Tour 02:49 New Features Ask Integrity 05:35 Account Setup Basics 07:54 Agent Profile Products 08:54 Website and Bio Setup 12:21 Business Phone and Call AI 15:50 Selling Permissions Check 18:13 Clients CRM and Importing 20:06 Client Record Documents 21:23 Medical Profile Warning 23:44 Quick Quote Life Demo 27:37 Entering Health Conditions 28:54 Search Tips Acronyms 31:03 Driving and Criminal Factors 31:55 Search Conditions Fast 32:50 Diabetes Reflex Questions 36:33 Complications And Followups 39:41 Quote Results And Filters 42:02 Picking Products Wisely 45:31 Apply Button And Tech Support 48:52 Limits And Accuracy Tips 52:26 Other Products And Workarounds 54:31 IUL And Term Examples 01:00:00 Wrap Up And Next Steps

3. 

   3 Sept 2026

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

   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

Who has been a guest on The Alliance U PRODcast

Names identified in recent episode analyses. Showing up to five guests.

• James Coleman
• Roberto Silva
• Michelle Jones
• Jake Joseph
• Justin Warnke

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.4 / 5

18 ratings

Podcast Authority Score: 60 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

84

Social presence

0

YouTube

0

Engagement

89