Training




WEEKLY TRAINING CALLS


Every Monday

Eastern Standard Time

View Wall: https://www.freeconferencecall.com/wall/251-234

Dialin: (712) 775-7031

Meeting ID: 251234#


• 9:30 am EST
Team Call – updates and insights
Field Training – short training segments to help in selling Final Expense

• 1:00 pm EST
Getting Started Training
Archived Call if you can’t make a live training or want to get started quickly

• 3:00 pm EST
Settlers, AIG and GPM Back-Office & Report Training
Archived Call if you can’t make a live training or want to get started quickly



BOOT CAMP TRAINING


Click to Play

How to Sell between Level, Great Western, Graded, Modified, and Guarantee Issue - Supporting Documents How to Sell Between Setters, Great Western and AIG and How to Sell Between Level, Great Western, Graded, Modified and Guarantee Issue

Click to PlayNew Agent Field Training

Click to Play

Wendell Bivens Presentation - How to Sell Final Expense

Click to PlayHow to Sell to a Veteran
Click to PlayOvercoming Presentation Objections
Click to PlayHow to Use Discount Caskets and North American Guarantee Universal Life Product for Leads where Final Expense is not a Good Fit
Click to Play Patriot Bonus Program Overview and Training (document located under the General Section of the Resources tab or click here) or Click Here
Click to PlayReferral Programs & Templates (PowerPoint located under Resources/General)
Click to PlayWhy, When and How to Door Knock
Click to Play Obstacles that Hold Back your Income
Click to PlayHow to Make a 6-Figure Income
Click to PlayDifference Between Guaranteed Issue, Graded & Modified Business Supporting Document
Click to Play Avoiding Final Expense Pitfalls
Click to Play Contracted & Don't Know How to Begin? Easy Steps to Get Started
Click to PlayHow to Sell United American Medicare Supplements - taught by Morgan David North - Director of Broker Relations/Business Development for PRIMSCO (full training to include supporting documents located under the MedSupps Tab
Click to Play FTC Funeral Rule and Covered!End of Life Brochure Training - supporting documents located under Resources Tab
Click to PlayFinal Expense Comparisons - Why, How and When to Use
Click to PlayFuneral Home Markups and Up-selling: Hidden Camera Investigation (CBC Marketplace)
Click to PlayFinal Expense Comparisons - Why, How and When to Use
Click to Play When & Why to Sell a Universal Life Policy



SALES TOOLS

(For Lead Sales Tools Click Here)

DownloadDoor Knocking Techniques and Scripts
DownloadDr. Troy Clark Sales Manual
DownloadAppointment Setting and Door Knocking Common Objections
DownloadBaltimore Life Script for TeleSales (Phone Sales) - Great company to contract with if conducting phone sales - contracting paperwork under Contracting Tab
DownloadPeople without Checks
DownloadTop 50 Reasons Why to Sell Final Expense
Elevator SpeechI provide financial solutions and end-of-life assistance to my clients and their families before, during, and after death
DownloadDifference Between Guaranteed Issue, Graded and Modified Business