Progress Training Complete & Continue Next Lesson Learn More Contracting 1 Lesson Contracting Packet Module 1: Setting Up Your Office and Goal Setting 4 Lessons Lesson 1: Home Office Setup Lesson 2: Setting Financial Goals Lesson 3: Optimizing Your Virtual Schedule for Success Lesson 4: Coaching Call Schedule Module 2: Understanding Life Insurance Products 3 Lessons Lesson 1: Understanding Mortgage Protection Lesson 2: Life Insurance with Living Benefits Lesson 3: IUL - Indexed Universal Life Insurance Module 3: Dialing Tips and Call Scripts 1 Lesson Lesson 1: Dialing Script and Tips Module 4: Conducting a Comprehensive Needs Analysis and Presenting Options 3 Lessons Lesson 1: Needs Analysis Overview Lesson 2: Pricing Sheets Check-in 2 Module 5: Mastering E-Application Processes 4 Lessons Lesson 1: E-Applications Lesson 2: Carrier Training Links Lesson 3: Buying LeadCENTER Leads Check-in 3 Module 6: Mastering a Virtual Appointment 4 Lessons Lesson 1: Virtual Appointments Lesson 2: Agent Tools Lesson 3: Product Brochures Lesson 4: Commission by Contracting Level Module 7: Final Checklist 3 Lessons Lesson 1: Final Checklist Lesson 2: Weekly Activity Tracker Good to Go! Continuous Learning: Podcasts and Resources 1 Lesson Podcasts for Insurance Agents Training Complete & Continue Next Lesson Learn More Module 5: Mastering E-Application Processes Lesson 2: Carrier Training Links
Americo's Training Center for Equis CVS/Aetna - Agent Training Deck Presentation Foresters - BrightFuture Children's Whole Life Insurance Product Guide Ethos IUL Agent & Client Resources Ethos Life New Agent Training Webinar Foresters - BrightFuture Children's Whole Life Insurance Product Guide