Course curriculum

    1. Welcome In | Stephen Davies

    2. Expectations

    1. Stephen Davies | Sales Principles

    2. Intro

    3. Connection

    4. Situation

    5. Solution

    6. Presentation

    7. Post Sale Checklist

    8. How to write multiple policies in the home

    9. Submitting Two Policies

    10. Replacing Current Coverage

    11. Declines - What To Do . . .

    12. Referral Training

    13. Final Expense Quoter

    14. Final Expense Quoter - (Live Site)

    15. Commission Breakdown

    1. Tracking and Reporting Activity

    2. Coaching Calls and Feedback

    1. Activity Expectations

    2. Leads / Dialing Principles

    3. How to approach older leads

    1. Intro to Objections

    2. "Now is not a good time for us."

    3. "I'm not interested in life insurance."

    4. "I'm not interested."

    5. "We'd like to shop around with some different companies."

    6. "Just email the information/quote."

    7. "I'll have to ask my spouse."

    8. "I like the policy I have now."

    1. Final Expense Overview

    2. CVS Health

    3. Transamerica | Solutions FEX

    4. Transamerica Final Expense Express

    5. Corebridge Simplinow Legacy

    6. Guaranteed Trust Life (GTL)

    7. Product Guide | Reference

About this course

  • 44 lessons
  • 6.5 hours of video content

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