Course curriculum

  • 1

    Phone Setting

    • Impact

    • Phone Setting Manual

    • Schedules

    • Phone Scripts

    • Phone Setting Steps

    • Hard Card Leads

    • POS Leads

    • Virtual Phone Script Practice

    • POS Phone Script Practice

    • Objections Practice

  • 2

    90 Day Class

    • Conservation

    • Advance Reports

    • Progress and Persistency Report (P&P)
  • 3

    Applications

    • EAPP Training Manual

    • VIDEO FILLING OUT AN APPLICATION

    • Application Practice 1

    • Application Practice 2
  • 4

    Underwriting

    • STD VS TRIAL.pdf

    • Underwriting Guidelines

    • Underwriting Manual Basics

    • Top 9

    • Underwriting-Top 9

    • Height/Weight Chart and Underwriting Flash Sheet

    • Underwriting

    • Policy Ratings

    • A71 Facts

    • A71 Facts

    • A71 Facts.pdf
  • 5

    PR

    • Copy of Public Relations Director JT Tasker

    • Copy of Copy of What you learned