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Course Content

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Introduction for New Agents

Module Content

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Sales 101 Introduction

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F.O.R.M. Introduction

Readable PDF of Introduction Lesson

Psychology of FORM

FORM Crossword Puzzle

FORM Term Matching

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

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Openings Introduction

Readable Version of Openings Introduction

Nick Union Opening

Nick Ref Psych & Opening

Nick POS Opening & Psych Final

Nick Plan Ahead Kit Opening & Psych

Openings Drag and Drop Exercise

Openings True/False Exercise

Module Content

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Credibility Introduction

Credibility- Readable Introduction

Introduction to Credibility

Credibility-Company Roots

Credibility- Company Reviews

Credibility- Trusted Partners

Credibility- AM Best

Credibility Memory Game

Credibility Quiz

Module Content

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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

DC Referral Breakdown

Gretchen McEvilly AIL Plus App

Family Information Guide

Will Kit Referral Breakdown

Will Kit Training and Explanation

Co-Worker Referral

AIL Plus App Questions

Types of Insurance Matching Exercise

Module Content

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Survey Introduction

Survey Introduction Readable Version

Survey with Ray

Three Criteria Ordering Exercise

Module Content

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Impact Overview

Module Content

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Introduction to Phone Training

Union Phone Lead Introduction

Phones Reference

Will Kit Phones

Live Will Kit Phone Set

Referral Live Phone Set

Union Live Phone Set

CSK Live Phone Set

Phone Setting Rebuttals

Phone Setting Quiz

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

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Introduction to Plan Building

Individuals No Kids

Dual Income, No Kids

Family with kids under 18

Eapp Plan Builder

Plan building Quiz

Module Content

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Hour of Power Introduction

Hour of Power Introduction- Readable

Psychology of Hour of Power

Hour of Power- Establishing Affordability

Hour of Power Review Exercise

Hour of Power Quiz

Module Content

0% Complete 0/12 Steps

Freedom Of Choice

Child Rider-Head Start

Income Protection Breakdown

Closing and Re-Closing

Record Your 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

Earned Certificates

Groups

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