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Global Atlantic_ The 3 L’s of Estate Planning

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Academy Objectives

This training program is designed to provide the necessary knowledge and understanding of the proven sales processes and tools that are directly responsible for increasing an agents competence and confidence, and generating millions in targets/premiums.  This is your proven path to lnnovate, Accelerate and Dominate!

Academy Training Menu
The Art of Tele-sales Mastery Series
  • Tele-Sales Mastery 1
  • Tele-Sales Mastery 2
  • The Tele-Sales Money Ball
  • Policy Owner Marketing
  • Tradecraft – Sales & Marketing for the Digital Financial Advisor
7 Habits of a Million Dollar Producer
  • Habit 1: Developing Rapport
  • Habit 2: Presenting an Effective Value Proposition
  • Habit 3: Mastering the Qualifications & Product Selection
  • Habit 4: Presenting the Rates
  • Habit 5: Handling & Eliminating Objections
  • Habit 6: Securing the Sale
  • Habit 7: Wrap-up & Policy Prep
Weekly Webinars
  • Global Atlantic_ Ideas for Thinking Ahead
  • North American Life Insurance ‘A Place to Call Home’
  • We Need Advisors to Teach Financial Education_ Be Viewed as an Expert
  • Do You Know about the NEW IRA_ Retained Capital • Leverage • Premium Financing
  • Life Insurance as a Financial Engine
  • North American Life Insurance ‘A Place to Call Home’
  • Global Atlantic_ The 3 L’s of Estate Planning
  • The Investment Advisor Decision- How Questar Asset Management can help benefit your practice.
  • Securian: New & Unique Income and Accumulation Methods for Older Prospects
  • How to Help Your Clients Get Death Benefit Protection & Cash Flow Growth with Builder Plus IUL
  • How to Generate FREE Leads with Google Business w/Lisa Cintron
  • Minnesota Life: How Will the Most Recent Tax Cuts Impact Your Clients and Prospecting
  • How to Maximize Long Term Care Benefits for your Clients using SecureCare from Minnesota Life-Securian
  • TransAmerica: An Introduction to their Products & Services
  • Retirement Planning with North American
  • OneAmerica: Providing Tax Free LTC Benefits up to a Lifetime
  • North American Life: Products & Services for Retirement
  • Lincoln Financial Annuity Training, I 4 Life
  • Mutual of Omaha Products and Ideas
  • North American Life: Planning for ‘SMART MONEY’
  • Lincoln Financial Annuity Training, Optiblend_ a Fixed Index Annuity with returns as high as 18% in February 2018
  • Questar Asset Management: Series 65 Licensing and Fee Based Planning
  • Mutual of Omaha: The Carrier, the products and the ADVANTAGE
  • North American Life Insurance Strategies_ NOW, NEVER, LATER MONEY
  • Minnesota Life Products and Ideas
  • Global Atlantic: Products & Ideas for Thinking Ahead
  • John Hancock Products and Ideas
  • Global Atlantic: Ideas for Thinking Ahead
  • Transamerica: An Introduction
  • Mutual of Omaha, The Carrier, the products and the ADVANTAGE
  • AIN – Why Didn’t That Work The Art & Science of Present
  • Introducing TransAmerica
  • AIN – The New Language of Permanent Life Insurance
  • Minnesota Life_ How Will the Most Recent Tax Cuts Impact Your Clients and Prospecting_
  • AIN – Planning Opportunities in the Asset-Based LTC-CI
  • New & Unique Income and Accumulation Methods for Older Prospects
  • SBLI Products and Ideas
  • Asset-Map: 5 Financial Conversations that Clients Appreciate in 2017
  • Asset-Map in Action: How to Create a Complete Financial Conversation Now
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