Account Dashboard

Course Content

Module Content

0% Complete 0/1 Steps

Introduction for New Agents

Module Content

0% Complete 0/6 Steps

F.O.R.M. Introduction

Readable PDF of Introduction Lesson

Psychology of FORM

Live Recording and review of FORM with a breakdown of the Union Presentation

Live recording of F.O.R.M. with a breakdown of the Psychology (Family)

Module Content

0% Complete 0/8 Steps

Openings Introduction

Readable Version of Openings Introduction

Final Expense Lead

Child Safe Kit Lead

Nick Ref Psych & Opening

Module Content

0% Complete 0/4 Steps

Credibility Introduction

Credibility- Readable Introduction

Credibility- Company Reviews

Credibility- AM Best

Module Content

0% Complete 0/14 Steps

No Cost Introduction

No Cost readable Introduction

Psychology and fine points of Referral Gathering

EC Referral Breakdown

Gretchen McEvilly ADB

Child Safe Kit Referral Breakdown

Child Safe Kit- Traditional

AIL Plus App (Outside of NY only)

Family Information Guide

Will Kit Referral Breakdown

Will Kit Training and Explanation

Co-Worker Referral

Module Content

0% Complete 0/5 Steps

Survey Introduction

Survey Introduction Readable Version

Survey with Ray

Three Criteria Ordering Exercise

Module Content

0% Complete 0/9 Steps

Underwriting Introduction

Underwriting Introduction- Readable

Underwriting With Ray

Life Insurance Drag and Drop

Accidental Insurance Drag And Drop

Life Insurance Qualification True False

Review Supercombo

Questionnaires Review

Underwriting Quiz

Module Content

0% Complete 0/8 Steps

Introduction to Plan Building

Individuals No Kids

Dual Income, No Kids

Family with kids under 18

Eapp Plan Builder

Plan building Quiz

Module Content

0% Complete 0/11 Steps

Freedom Of Choice

Child Rider-Head Start

Closing and Re-Closing

Upload a presentation

Main Presentation Quiz

Module Content

0% Complete 0/5 Steps

Application Video

Introduction to Docusign

Introduction to After Sale Referrals

After Sale Referrals How To

Applications & EAPP Quiz

Module Content

0% Complete 0/10 Steps

Introduction to Phone Training

Union Phone Lead Introduction

Phones Reference

Referral Live Phone Set

Life Referral Set

Live Union Referral Set

CSK Live Phone Set

Phone Setting Rebuttals

Phone Setting Quiz

Module Content

0% Complete 0/1 Steps

Impact Overview

Module Content

0% Complete 0/1 Steps

Calendley and Zoom Introduction

Module Content

0% Complete 0/1 Steps

Earned Certificates

Groups

You do not have permission to manage groups.

Am no an listening depending up believing. Enough around remove to barton agreed regret in or it. Advantage mr estimable.

© Copyright 2023 - Fundamental Training Solutions- All Rights Reserved

NEW AGENT SALES 101 OPENINGS CREDIBILITY

TEAM HISTORY ABOUT CONTACT HELP & SUPPORT

Home ALL COURSES ABOUT CONTACT MY ACCOUNT LOGIN