HPN University live product demos. See our products in action! Each Demo consists of a 30-minute live walkthrough and Q&A. HPN University live product demos HPN University Live Product Demos See our products in action! Each Demo consists of a 30-minute live walkthrough and Q&A. Subject Matter Expert Style July 7th @ 2:00 PM CT Register Now Classroom Training Style July 14th @ 2:00 PM CT Register Now HPN University: Two Styles of Learning EDGE Leadership Development July 21th @ 2:00 PM CT Register Now Host Home Office Employees and Field Stafff July 28th @ 2:00 PM CT Register Now Financial Wellness Increase Productivity and Reduce Turnover August 4th @ 2:00 PM CT Register Now Can't make a date that works? Contact us for a personal 1-on-1 demo! Schedule a Demo

Move confidently into targeted marketplaces and advanced-sale opportunities — with a curriculum that turns complex planning concepts into plain language you can explain to any client. Transform Your Tomorrows Move confidently into targeted marketplaces and advanced-sales opportunities with a curriculum that turns complex planning concepts into plain language you can explain to any client. Transform Your Tomorrows Move confidently into targeted marketplaces and advanced-sales opportunities with a curriculum that turns complex planning concepts into plain language you can explain to any client. 160+ On-demand sessions 21 Advanced-market series Any Device Anytime access Build a successful practice by mastering the markets that matter most. No one can target everyone. This discipline helps you focus your time and brand on well-defined, higher-value marketplaces, giving you the language to educate clients through the life events they'll actually face. Why it works for your practice What you gain Insight into the life events and situations facing today's prospects and clients. Solutions, strategies and concepts explained in layman's language. Confidence to approach, work with and recognize opportunities in new markets. A dynamic library that's constantly updated as laws and markets change. How it's delivered The format Bite-sized yet comprehensive sessions that fit any schedule. Easy to use, easy to understand and accessible on demand. Start, Stop & Continue activities that turn learning into action. Worksheets that feed directly into your marketing and business plan. What Happens When Someone Dies Introduction to estate conservation Reducing settlement costs & avoiding probate Introduction to wills and trusts When a loved one dies — the full timeline Managing an inheritance Working with Business Owners Understanding small-business owners The small-business marketplace Life insurance in the business market Reading financial statements, parts one & two Different Business Structures Sole proprietorships & partnerships C corps, S corps and taxation LLCs and professional service corporations Managing Business Risks Buy–sell arrangements & funding Key person coverage Business disability coverage Estate planning for business owners Estate Tax Planning How property passes at death Estate tax limits & trusts in estate planning Dynasty trusts & generation-skipping tax Charitable giving & annual gifts Executive Benefit Plans Non-qualified retirement plans Executive bonus & split-dollar plans Deferred compensation Choosing qualified vs. non-qualified Social Security What if You Keep Working While Receiving Benefits? Divorced Spousal Benefits FICA Women and Social Security Benefits Medicare Overview of Medigap Insurance Medicare Advantage Plan or Medigap Coverage Medicare is only a Band-Aid Comparison of Medicare Choices for Medicare Coverage Advanced Markets & Planning - Discipline Preview And More... Download the Full Course Curriculum Guide Course Curriculum See it in action A sample of our on-demand video sessions Every concept is delivered in a short, engaging module — the same bite-sized format used across the full 120-session library. Overview of Key Person Coverage Understanding "C" Corps Avoiding Generation-Skipping Tax with Dynasty Trusts Overview of the Secure Act 2.0 Overview of Deferred Compensation Plans BBB Part 4: Charitable Giving, Estate Tax and Tax Brackets Choosing to Receive Retirement Benefits at FRA Medicare or Medicaid Why it works for your practice Designed for producers ready to move into advanced markets Business-market advisors Estate & retirement planners Agency & advisor field staff New & developing advisors Experienced producers Small practices & solo advisors Advanced-sales specialists Ready to move into a new advanced market? With the Fundamentals of Advanced Markets & Planning available anytime, anywhere, and on any device, moving into a new market has never been easier. Contact Us

Course Catalog Go Back to Main Catalog Page Holding Experienced Advisors Accountable Holding Staff Members and Specialists Accountable Holding Your Leaders Accountable Accountability Coaching Best Practices Development - Coaching Engaging in Asian, Latino and LBGT+ Communities Understanding Organizational Diversity and Inclusion Development - Collaboration Developing an Activity Coaching System for the 1st 90 Days Development - Momentum Building Best Practices for Continuous Improvement Best Practices for Designing Sales Contests Best Practices for Leading Others Creating a Development Strategy Creating Study Groups in Your Organization Developing a Specialist Program Development Training: General Keys to Hiring Great Staff Underwriting Best Practices for an Organization Development - Training Building Firms by Creating Capacity Developing Your Leaders Harry Hoopis' Simple Rules of Life Keys to Building an Agency Keys to Effective Change Management Leadership Insights from GAMA Hall of Fame Members Leadership Insights from Ron Rosbruch - GAMA Hall of Fame Leveraging Resources to Build Your Organization Three Hero Habits: The Guide to Thriving in Business and Life Leader Philosophy Attracting Experienced Independent Advisors Developing Your Value Proposition for Experienced Independent Advisors Sourcing Independent Experienced Advisors Strategies for Recruiting Independent Experienced Advisors Recruiting - Finding Excelling: Recruiting - General Identifying and Developing a Recruiter Recruiting - General Understanding Momentum Building for Top Performers Recruiting - Momentum Building Identifying Leadership Potential Recruiting - Selection EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Andree Media & Consulting Kristin Andree Andree Media & Consulting After a successful career as both a producer and a Managing Director in the financial services industry, Kristin Andree has put her expertise to work helping individuals & corporations on a broader scale. With expertise in business strategy, marketing, client loyalty, social media, team development/succession planning, staffing and office operations, & leadership development, Kristin and her team at Andree Media & Consulting focus their work on implementing effective strategies to help clients take their businesses to the next level. Kristin holds her CLU and CLTC designations, is Series 6, 7, 26 & 63 registered and holds her Life & Health insurance licenses. She is a Certified Trainer and a Master Certified Coach. Kristin is also the Social Media columnist for Investment News magazine and author of the book “Don’t Make Me Pull This Car Over: a Roadmap for the Working Mom.” Kristin & her family reside in Atlanta, GA. In her free time, she enjoys traveling, music & theatre…and treasures every moment she spends with her three (sometimes wacky & always loud!) daughters: Bailey, Mia, and Kennedy. Previous Speaker Go back to Speaker Network Next Speaker

CEO, NYT Best Selling Author, Speaker Brian Moran CEO, NYT Best Selling Author, Speaker Brian Moran has over thirty years of expertise as a CEO, corporate executive, entrepreneur, consultant and coach. His background as a corporate executive combined with his experience as an entrepreneur positions him with a unique skill set to help individuals and organizations grow and prosper. Brian’s corporate experience includes management and executive positions with UPS, PepsiCo, and Northern Automotive. As an entrepreneur he has personally launched and led successful businesses and been instrumental in the success of many others. In addition, he has consulted for dozens of world-class companies including Coldwell Banker, Mass Mutual, Medtronic, New York Life, and Tiffany & Co. Brian is a recognized expert in the field of leadership and execution. His realization that most people don’t lack ideas but struggle with effective implementation led him to the development of The 12 Week Year. In addition to his books, Brian has been published in many of the leading business journals and magazines. He is a sought-after speaker, educating and inspiring thousands each year. He is a visionary with a passion for helping others go beyond what they think they are capable of and achieve more than they ever thought possible. His greatest strength might be his ability to take success principles and strategies and help others apply them in a way that is powerful and effective, and gets results. Previous Speaker Go back to Speaker Network Next Speaker

Consultant, Business Coach and Author Machen MacDonald Consultant, Business Coach and Author For almost a quarter century Machen MacDonald has dedicated himself to helping business owners, sales professionals, financial advisers, and financial services executives discover their purpose and help them align their focus to achieve dramatic and measurable improvements both in business and in life. His ability to develop systems, based on his clients’ mental and emotional foundation, for creating immediate and lasting change has made him a recognized expert in the world of coaching and peak performance. As the consummate entrepreneur, Machen started five successful service companies and went on to succeed in financial services as an advisor working his way into award-winning field management and then into executive level management before founding The ProBrilliance Leadership Institute. He understands and can relate firsthand to the challenges small business owners, sales professionals, advisers, managers and corporate leaders all face. Machen is a #1 best-selling author and creator of the highly successful Power of Coaching book series. He is a certified business coach and life coach, certified Master Coach and Certified MindScan Consultant. Machen resides in Northern California with his wife of 23 years and their three children. He enjoys competitive running, snow and water skiing, and spending time with family. Previous Speaker Go back to Speaker Network Next Speaker

Course Catalogue Go Back to Main Catalog Page None Get Started Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

HPN is here to help with the HPN University! HPN University offers a solution to help you and your agency thrive in today’s dynamic market. Whether you’re looking to scale your agents’ skills, improve their productivity, or provide more value to your team, HPN University has the resources you need. Take Advantage of Special Discount Pricing $500 per month $300 per month or $3,000 if paid annually Click Here! Developing Your Multiline Agency in a Changing Business Model As a multiline agency manager, you’re being asked to juggle A LOT of priorities on a daily basis. You’re also being required to manage all this within a wildly evolving business model. How do you multiply and scale your agent development efforts in this challenging environment? Why Choose HPN University? In a rapidly changing business landscape, it's essential to stay ahead of the curve. HPN University equips you with the tools and knowledge you need to not only keep pace but lead the way in agent development and business growth. Flexible Learning: Access training when you need it—on your schedule. Expert Resources: Tap into years of experience from professionals who’ve been in your shoes. Comprehensive Support: From motivational content to practice management tips, HPN University has it all. Interested In Discount Pricing? $500 per month $300 per month or $3,000 if paid annually Click Here! The HPN University provides American National Agencies with the following benefits: On-Demand Access to Top Experts and Agents in Financial Services Gain direct access to expert insights from top agents and industry-leading professionals and agents who understand your agents’ unique challenges. Tools to Add Value to Your Agents in Sales Skills, Practice Management, Motivation, and More From mastering sales techniques to motivating your agents and improving their daily operations, our tools cover all aspects of running a successful business. Develop Your Agents’ Knowledge and Skills with the Click of a Button Offer your agents continuous learning opportunities with easy access to training modules, expert-led seminars, and much more—all from the convenience of your desktop or mobile device Turnkey Resources for Agency Meetings to Save You Time and Energy Simplify your meeting preparations with our ready-made resources that streamline your agency’s meetings, so you can focus on what matters most: building relationships and growing your business.

Next Item Previous Item Go back to White Papers List The past two years have shone a spotlight on digital learning. While some companies already had robust digital learning platforms in place at the onset of the COVID-19 pandemic, others struggled to engage a newly remote workforce in a fully virtual environment. In both cases, the digital learning experience — and its effectiveness — came under greater scrutiny than ever before. The debate over in-person versus online learning is not new. And now — as we begin to move out of the pandemic — some training organizations are breathing a collective sigh of relief about finally getting “back to normal.” But let’s be honest: Normal is a thing of the past, and consigning digital learning to second-class status is a mistake for several reasons. Many businesses will continue to support remote work, if not on a full-time basis, then in a hybrid work environment. And remote workers are often geographically dispersed, making digital learning options even more necessary. Gen Z, the incoming workforce, has grown up with digital learning. These self-directed digital natives look to TikTok, Instagram, and YouTube to learn new skills. And they expect the organizations they join to provide similar (or better) experiences. Finally, and perhaps most important, digital learning is cost-effective, efficient, and — when done well — as engaging as in-person, instructor-led training. The question every organization should be asking is not whether to continue providing digital learning options; the question is, does your digital learning platform achieve the results you expect? Creating an engaging digital learning experience requires a learner-focused design based on fundamental learning principles. As you evaluate digital learning platforms for your organization, consider these five essential elements required for an effective digital learning experience. Purposeful A fundamental principle of learning is that adults are motivated by learning that helps them achieve a goal or solve a problem. Whether they want to move into a management position, increase retention, or penetrate new markets, financial services professionals will be more motivated, will retain more, and are more likely to apply learning that serves a specific purpose. Through videos, case studies, assessments, and other media, an effective digital learning experience regularly reinforces the why behind the learning, not just the how. And since effective digital learning programs typically consist of brief, tightly focused microlearning modules, learners can select modules that have the most relevance for achieving their goals. Personalized Microlearning modules satisfy another fundamental principle — adult learners want the flexibility to control what, when, how, and where they learn. In today’s business environment, that often means mobile learning, something for which microlearning modules are especially well suited. And because microlearning is modularized, with discrete learning objectives, learners can personalize the experience based on their specific interests. A strong digital platform will also recommend custom learning paths, usually identified through online assessments, to ensure that the program addresses all skill gaps. Two new financial services managers, for example, may require different learning paths, based on their strengths and weaknesses, with the online assessment ensuring that all essential leadership areas are evaluated properly for both new leaders. Actionable A training module is only as good as the action it produces. Effective training includes actionable takeaways that learners can apply soon after completing the learning experience. A coaching module for new managers, for example, should provide a coaching model, script, or other guidelines so that managers can apply their new coaching skills immediately. It should also suggest activities for practicing the new skills after completing training, to transfer and reinforce learning. The Forgetting Curve Digital microlearning modules work well with spaced learning formats (learning that occurs over time). The cadence of this type of learning, learn-apply-review-reinforce, provides the repetition needed to overcome “the forgetting curve.” Introduced by German psychologist Hermann Ebbinghaus in the late 19th century, the forgetting curve shows that, on average, people forget 70 percent of what they learn within 24 hours of learning it and 90 percent within one week.1 The most effective way to overcome the forgetting curve is to use active recall and review activities and apply new learning early and often. Active recall activities often found in digital learning platforms include quizzes, flashcards, scenarios, and critical thinking questions. Practical Practical learning is related to, but not the same as, actionable learning. Actionable learning ensures learners have takeaways they can apply immediately. Practical learning takes into account different on-the-job situations to ensure learners have resources at a specific moment of need. A comprehensive digital learning platform includes resources to support five moments of need: new, more, apply, solve, and change. The Five Moments of Need The “five moments of need” approach, developed by Conrad Gottfredson and Bob Mosher, focuses on applying learning in the workflow.2 Learning a new skill or concept and then learning more as skills increase are the bread and- butter of traditional training programs. Effective learning platforms will also support learning that happens on the job: when learners apply new skills when they must solve problems because something did not happen as expected, and when they must relearn skills because systems, processes, or situations changed. Because of their modular design, accessibility, and the variety of delivery formats available, digital learning platforms are ideally suited for addressing these needs. Engaging Last, but by no means least, an effective digital learning platform actively engages participants in the learning experience. This element, perhaps more than any other, influences learner retention. And it is the one area where digital learning platforms often fail to perform. Quizzes are the most common engagement activities included in digital learning. Ideally, these knowledge checks also provide meaningful feedback to learners, reinforcing correct answers and reviewing material for incorrect answers. Some platforms award points or badges for activities completed. Some include leaderboards that show learners how their scores compare to others. The most sophisticated use simulation and virtual reality. Fortunately, you do not have to develop the next Minecraft game to engage most learners. Any activity that reviews and reinforces learning points and supports the on-the-job application of key concepts will encourage learner participation. In addition to quizzes, case studies, what-if scenarios, and criticalthinking questions can keep learners engaged. Varying the types of media used (balancing text, video, and infographics, for example) also helps to retain learner interest. Digital learning is here to stay, and it is a valuable tool when designed well. These five elements, when combined in a digital learning experience, can motivate team members to use your training platform, transform new skills into increased productivity, and provide you with the ROI you are looking for in a digital learning platform. Engaging Advisors with the Essentials of Digital Learning

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