Course curriculum

    1. Welcome In | Stephen Davies

    2. Expectations

    1. Stephen Davies | Sales Principles

    2. Sales Principles | Quiz

    3. Intro

    4. Connection

    5. Situation

    6. Solution

    7. Presentation

    8. Post Sale Checklist

    9. How to write multiple policies in the home

    10. Submitting Two Policies

    11. Replacing Current Coverage

    12. Declines - What To Do . . .

    13. Referral Training Principles

    14. Referral Training - How to

    15. Referral Training Quiz

    16. Final Expense Quoter

    17. Final Expense Quoter - (Live Site)

    18. 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 | FEX

    3. Transamerica | Solutions FEX

    4. Transamerica | FEX Express

    5. Corebridge | Simplinow Legacy

    6. Guaranteed Trust Life (GTL) | FEX

    7. Product Guide | Reference

About this course

  • 47 lessons
  • 7.5 hours of video content

Let's Get Started Today!

Enroll Now