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

    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. American Amicable | Platinum Solution

    3. CVS Health | FEX

    4. Corebridge | Simplinow Legacy

    5. Guaranteed Trust Life (GTL) | FEX

    6. Mutual of Omaha | Living Promise

    7. Mutual Of Omaha | Guaranteed Advantage

    8. Royal Neighbors | FEX

    9. Transamerica | Solutions FEX

    10. Transamerica | FEX Express

    11. Pocket Product Guide | Reference

About this course

  • 48 lessons
  • 6 hours of video content

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