Course curriculum

  • 1

    Servicing Policyholders

    • Servicing policyholders.pdf
  • 2

    POS

    • What is a POS?

    • Differences in a POS

    • POS Outline: 1) Opening

    • POS Outline: 2) Terminal Illness Rider

    • POS Outline: 3) No Cost

    • POS Outline: 4) Service the policy

    • POS Outline: 4) Service the Policy (Filling out the PSR)

    • POS Outline: 5) Review Policies

    • POS Outline: 5) Needs that may arise

    • POS Outline: 5) Start with the A71

    • POS Outline: 5) Filling out a claim form

    • POS Outline: 5) Filling the gaps

    • Policy Review

    • POS Outline: 6) Fill Out the Survey

    • POS Outline: 6) Build the offer

    • Survey

    • Build the Offer

    • POS Outline: 7) Present to them

    • Present

    • POS Outline: 8) Obtain After-Sale Referrals
  • 3

    POS Resouses

    • POS Slide Show

    • Funeral Projection

    • A71 Updates