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Education Center

At Brokers Clearing House, we always strive to be more than just a resource for products and top tier companies. We want to be your resource for current information and cutting edge strategies to help you better serve your clients and significantly enhance your revenues. In this section you will find some of our recent educational webinars.

Indexed Universal Life: What Really Matters

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Do You Want Referrals?

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Build Your Business With Performance Evaluation

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About This Webinar

In recent years Indexed Universal Life (IUL) has been somewhat of a mysterious product. On one hand, it has become one of the most popular products among both advisors and consumers. On the other hand, there are still many advisors who don’t feel it fits their client base. This webinar is hosted by one of the leaders in the IUL marketplace, Pacific Life. In this call, Stephan Mitchell will explain where and how IUL can fit into almost any practice as a viable asset class for the kind of clients we all serve. View this webinar and learn:

  • Why is IUL so misunderstood by advisors and consumers?
  • Where can this product solve your clients’ challenges?
  • What are the key selling points of this product?
  • How do you create a market for IUL today?

About This Webinar

Have you ever wondered why your clients and professional partners don’t give you as many referrals as they could? Have you ever felt uncomfortable asking for referrals? Have you ever felt like all the referral approaches you see feel like canned sales techniques? In this webinar you will learn:

  • Why affluent clients and professional partners don’t refer advisors as frequently as they could
  • The 5 things that have to be in place to receive referrals without bothering your clients
  • A simple, seven step process that you can implement tomorrow to begin putting the five things in place and earning more referrals

About This Webinar

Have you ever wondered why your clients and professional partners don’t give you as many referrals as they could? Have you ever felt uncomfortable asking for referrals? Have you ever felt like all the referral approaches you see feel like canned sales techniques? In this webinar you will learn:

  • Why affluent clients and professional partners don’t refer advisors as frequently as they could
  • The 5 things that have to be in place to receive referrals without bothering your clients
  • A simple, seven step process that you can implement tomorrow to begin putting the five things in place and earning more referrals

Making Life Easier (teleapps)

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Are You Linked to Your Clients?

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Make Attorneys a Profit Center

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About This Webinar

Join us for this brief BCH Business Builder Series webinar where we discuss how you can apply for the coverage your clients needs in just a few minutes with almost no paperwork. Tele-Applications/e-Applications are often misunderstood and underused by most advisors. In this webinar we will show you:

  • The simple steps for uncovering a client’s insurance needs
  • How to spend 5 minutes asking basic questions and then be done with the entire process while still making revenue
  • How to position the process so that your clients engage and follow through
  • How to avoid big stacks of paperwork and signatures

About This Webinar

Learn why long term care and linked benefits are important for your clients and why they are an important piece to add to your practice. In this webinar you will also learn:

  • Why holding the long term care conversation is important
  • How to have the long term care conversation with your clients
  • Strategies for those clients who are self-insuring
  •  How adding additional questions can add additional $’s to your practice

About This Webinar

Advisors around the country want to establish and maintain collaborative working relationships with estate planning attorneys, but this goal can be hard to achieve. To find out how to build better relationships with attorneys, we went directly to this source. This 45-minute webinar covers the following topics:

  • What does an estate planning attorney look for in an advisor relationship?
  • How do estate planning attorneys want advisors to market them, and what is the most effective way to
  • approach them about business and referrals?
  • What is the difference between the advisor’s perspective and the estate planning attorney’s perspective when it comes to working with a client?
  • Why do some attorneys act as “deal killers” when advisors offer recommendations to clients?

DI – A Great Opportunity!

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Life Insurance Planning in the New Economy

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Kiss Your Apps Goodbye (ASAPlife)

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About This Webinar

Learn about the huge untapped DI market potential, who they are and how you can reach them! This
webinar covers the AssurityBalance portfolio of Disability Income products and the features that make them stand
out! Learn the best sales ideas, and you’ll see that we believe in making DI easier!

About This Webinar

In 2013, we find ourselves in a new economy, with increased income and capital gains taxes for some, new “permanent” estate, gift and generation skipping transfer tax rules for the wealthy, historically low interest rates and an uncertain inflation rate future for all. View this webinar to learn how to leverage this “New Economy” into new opportunities.

About This Webinar

This 10 minute tutorial webinar will introduce you to the most efficient way you’ve ever seen to sell term life insurance! ASAPlife.com is one of the nation’s first turn-key websites for term quotes and quick drop ticket processing of term life insurance applications. ASAPlife.com was created specifically to help you get your clients coverage and complete life insurance applications in just minutes! View this webinar to learn how to get started! Once you use ASAPlife.com, you’ll never use a different system!