Course Outline Product Courses: Whole Life Basics: Whole Life Living Benefits: The Experts Talk Whole Life

Transcription

1 Course Outline Product Courses: Whole Life Whole Life Basics: This module shows the unique advantages that whole life clients receive from investing in whole life insurance. The Whole Life Policy Dividends Commissions and the Legacy Whole Life Series Riders Whole Life Living Benefits: This module teaches you about the cash value portion of a whole life insurance policy and how it can benefit your client while they are alive. Living Benefits Key Points Distributions Tax Treatment Case Studies The Experts Talk Whole Life : In this module you will hear some industry leaders and experts discuss Whole Life Insurance and it's many features and applications. Howard Cowan: Living Benefits of Whole Life Hector Araniz: Choosing the Right Insurance Hector Araniz: Life Insurance on Minors Hector Araniz: Interest Sweeping

2 Hector Araniz: The Star of the Show Taxation of Whole Life: This module will go over how Whole Life is is treated from a tax perspective. Taxation of Whole Life with Ryan Carr Whole Life as an Asset Class: This module will discuss how Whole Life can be used as an Asset in a financial portfolio. Whole Life as an Asset Class The 401k Talk: This module will teach examples how a 401k may not be the best choice for everyone and how to explain that to clients. 401K and Life Insurance with Ryan Carr Whole Life vs Term: This module will discuss the differences between Whole Life and Term Life insurance as well as discussing which situations each one should be used in. Living Benefits: Term vs Perm Selling Life Insurance: This module will explain the basics of how to sell whole and term life insurance Selling Whole Life Insurance Selling Term Life Insurance Disability Income Insurance: Agents Perspective: This module lets you hear from an active agent on why and how he sells DI Insurance

3 DI Insurance Overview Selling DI Insurance Long Term Care Insurance Long Term Care Insurance: This module is will cover the basic concepts of Long Term Care Insurance. Introduction to Long Term Care Agents Perspective: This module lets you hear from an active agent on why and how he LTC DI Insurance LTC Insurance Overview Selling LTC Insurance Annuities Annuity Basics: These courses introduce you to the basics of what annuities are and how they work. Annuity Basics Chapter 1 Annuity Basics Chapter 2 Annuity Basics Chapter 3 Variable Annuities: This course will cover the features of Variable Annuities and discuss some of the advantages and disadvantages of this product. Variable Annuities-Part 1 Variable Annuities-Part 2 Fixed Annuities: This course will cover the features of Fixed Annuities and discuss some of the advantages and disadvantages of this product. Fixed Annuities-Part 1 Fixed Annuities-Part 2 Indexed Annuties: This course will cover the features of Indexed Annuities and discuss some of the advantages and disadvantages of this product.

4 Indexed Annuities (EIA s)-part 1 EIA s-part 2 EIA s-part 3 Product Courses: Sales and Marketing On Boarding: Here you will learn some of the basic skills to help you hit the ground running in this industry. Getting Started Introducing the Project 200 The Project 200 with Ryan Carr How to Make Money in the Business Phoning the Project 200 Knowing Your Numbers with Steve Chick Sales Training: These courses will take you through the entire sales process and give you the tools you need to succeed. Bonding and Rapport Why Have a System The 30 Second Commercial Communication Styles Common Questions from Clients Common Objections Asking for Referrals Presenting a Solution The Sales Cycle Fulfillment The Cookbook The No Pressure Cold Call Closing on Appointments

5 Orphaned Clients Annual Reviews Delivering the Policy Communication Guidelines Creating a Business Plan Completing the Application Appointments : These courses will teach you the things you need to know about appointments with clients. We will cover every step of the appointment process to help you be more effective in your client appointments. Closing on Appointments Questioning Learning from the Masters: These courses will allow you to hear from successful members of the financial services industry on several different topics. Good to Great ** The Project 200 with Ryan Carr Part 1 The Project 200 with Ryan Carr Part 2 Referrals Masters with Steve Chick Employment Benefit Strategies Part 1 Employment Benefit Strategies Part 2 Employment Benefit Strategies Part 3 Rejection with Ryan Carr Knowing Your Numbers with Steve Chick Client Relationships: This modules will help you understand how to better your relationships with clients. ABC s of Healthy Client Relationships

6 Healthy Client Relationships with Tom Shaughnessy Part 1 Healthy Client Relationships with Tom Shaughnessy Part 2 Policies Motivation: This module will give you a perspective of Motivation from 40 year financial services veteran Mike Shaughnessy. Part 1 Part 2 Part 3 Part 4 Compensation: These courses will give you an overview of how you will be compensated in Financial Services. Agent Financing Compliance: These courses will help you to follow the compliance guidelines of the financial services industry. Taking these courses should help you to avoid some of the common compliance mistakes that could get you into trouble. Compliance Minute Compliance Expert Keeping Proper Business Documentation Proper Client Files Sales Management Recruiting: These courses will help you to create a process for finding and hiring qualified candidates. What you learn in these courses can help you to avoid some of the common recruiting mistakes that many people make. The Ideal Candidate Profile

7 Creating a Value Proposition Prospecting Plan Contacting the Candidate Centers of Influence Sales Manager: This modules covers daily and weekly sales manager duties. Sales Managers Responsibilities Goal Setting Working With Agents Role Playing Client Centered Planning Approach: These courses will introduce you to the concept of the Client Centered Planning Approach and how you can use it in your practice. Introduction to CCPA PSGD Model PSGD PLanning Pressures The Quest Model PSGD Professionals: This module will show interviews with Professionals from categories of the PSGD Model. This will help you grasp a better understanding of the types of information each are interested in while talking with clients. CPA and Tax Advisor Estate Planning Attorney Property and Casualty Insurance Agent Life and Health Insurance Agent Local Banker Retirement Income Specialist Personal Financial Literacy

8 Car Buying Real Estate Retirement Planning Credit Money Management Coming Soon Gail Goodman s The Phone Teacher Marketing & Statistics Scripting Response Handling Voice Mail Gatekeepers Confirming No Shows Firing Prospects and Clients