Prudential's On-Demand Library: A Year of Sales Topics
Prudential's On-Demand Library Puts a Year of Life Insurance Education at Your Fingertips
Not every learning opportunity needs to happen live. Prudential has built out a growing library of on-demand webinars and quick-hit "10-Minute Mondays" sessions covering a wide range of topics agents and agencies partnered with The Brokerage Inc. can use to sharpen client conversations — all available to watch whenever it fits your schedule.
A Resource Built for Busy Agents
The format is intentionally flexible. Full webinars run longer and go deeper into a single topic, often pairing the recording with a downloadable presentation agents can reference or adapt. The 10-Minute Mondays sessions, by contrast, are built for quick consumption — short, focused breakdowns of a single concept you can watch between appointments or during a coffee break. Together, the two formats cover nearly every stage of the planning conversation, from retirement income to legacy and business planning.
What's Available Right Now
A few highlights worth prioritizing, depending on where your clients are in their planning journey:
Retirement and income planning: The Retirement Climb: Leveraging Life Insurance, LIRP and the Value of Overfunding, and Protecting Against Retirement Derailers each tackle how permanent life insurance can play a role in a client's broader retirement strategy.
Estate and legacy planning: Estate Planning for Every Client, Legacy Planning, Estate Planning for Women, and Enduring Estate Planning: A Lasting Legacy for Today's Clients — 2025's most-watched session — offer multiple angles on a topic that touches nearly every client relationship eventually.
Business owner strategies: Protecting the Future of Small Businesses and 5 Mistakes Business Owners Make with Life Insurance are built specifically for agents working with business-owner clients who may not have revisited their coverage in years.
Social Security and Medicare: Social Security Planning and Medicare's Impact on Healthcare Planning help agents guide clients through decisions that often intersect directly with life insurance and income planning conversations.
Product-specific deep dives: Sessions like Prudential Momentum IUL with BenefitAccess Rider and Putting Life Insurance to Work: License to Spend walk through how specific product features can be positioned for the right client.
Life transitions and family planning: Caring for a Surviving Spouse in Widowhood and Building a Solid Foundation: Entitlement Benefits & Life Insurance address planning moments that don't always get enough attention but matter a great deal to the clients living through them.
A notable feature: The Power of Life Insurance, featuring CPA Ed Slott, offers an outside expert's perspective on positioning life insurance within a client's broader financial picture.
Probate and liquidity: Understanding Probate & the Need for Liquidity is a useful companion piece for agents who've had recent conversations about trusts or estate settlement timelines.
Why This Matters for Your Practice
Client questions don't wait for a scheduled training calendar, and the breadth of topics here means there's likely something directly relevant to a conversation you're having this week. Whether you're prepping for a meeting with a small business owner, revisiting a client's Social Security timing, or looking for a fresh way to explain legacy planning, this library gives you a head start without requiring a long time commitment.
How to Use the Library
Consider bookmarking a few sessions most relevant to your current book of business, and revisit the library periodically as new topics are added throughout the year. The downloadable presentations paired with several sessions can also be a helpful reference when prepping your own client materials — though as always, confirm current compliance and disclosure requirements before using any carrier-provided materials directly with clients.
Agents with questions about which topics are most relevant to their client base, or who want help applying a specific concept to a case, are encouraged to reach out to the Life Team at The Brokerage Inc.
You can access the full library of on-demand webinars and 10-Minute Mondays sessions here:
