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Opportunity Discussion

How do I make the most of the opportunities to serve life insurance prospects?  Where do I find these prospects?

Am I managing IPA* vs non-IPA effectively? 

Chris Ball leads the discussion.

*Income Producing Activity

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The Profitability Factor

Is profitability feeling elusive to you? Do you feel like you are selling but not actually making money? Discover the levers that can dynamically change your business and help you create more profit with greater efficiency.

This is for agents who are selling but still not earning the money they want—and who are learning how to make more money with less work.

Which Policy Is Right?

** Important Note: this training is very helpful to understand various life insurance policies.
New Telesales Agents should be focused on simplified issue, final expense whole life policies, primarily from American Amicable. As you find other opportunities, typically warm market or referrals, you should consult with leaders for guidance.

Ethical Policy Replacement

Replacement of a client's existing policies, when done startegically and ethically, can benefit the client and their family, while providing a revenue opportunity for the conscientious agent.  Learn the important considerations and methods for proper analysis and best practices.

#1: Opportunity

#3: The Stakes

Foresters pt1

Mutual of Omaha (MOO)

Ethos (technically not a carrier)