How to read the Illustration Reports
Gain clarity on the essential elements of an illustration report, including premium payments, interest credits, and potential benefits.
Loading view.
PFA
Closing More Annuity Sales by Asking Good Questions (Basic)
Close more sales by learning how to ask your clients the right questions. This webinar will equip you with ways to engage your clients better, uncover...
Mastering Underwriting: Juvenile Guidelines and Underwriting Updates Training
The juvenile guideline was updated! Join us to learn more specifics. Case study examples will be shared to enhance discussion and questions as well as go...
The Uniqueness of Living Life Defender and its Advantages
Explore the unique elements of Living Life Defender that set it apart from other financial products. Discover its specialized benefits and how they cater to diverse...
Closing More Living Life Defender Sales by Asking Good Questions to Utilize the Illustration Correctly (Mandarin)
Enhance your sales skills by learning how to ask your clients the right questions. This webinar will equip you with strategies to better engage your clients,...
Essential Compliance Training: Safeguarding Your Business and Clients
Join our Chief Compliance Officer for a focused webinar on maintaining compliance throughout the sales process. This session will cover key steps such as soliciting business,...
Closing More Living Life Defender Sales by Asking Good Questions to Utilize the Illustration Correctly (Basic)
Enhance your sales skills by learning how to ask your clients the right questions. This webinar will equip you with strategies to better engage your clients,...
Turning No into Yes: Effective Techniques for Overcoming Client Objections
In this webinar, we'll equip you with proven strategies and techniques to transform client objections into opportunities for success. Whether you're a seasoned professional or a...
The Uniqueness of Living Life Defender and its Advantages (Mandarin)
Explore the unique elements of Living Life Defender that set it apart from other financial products. Discover its specialized benefits and how they cater to diverse...
Life Insurance New Business Tips and Avoiding Common Pitfalls (Mandarin)
Join us as we uncover valuable tips & tricks to streamline your life business. Whether you are an experienced professional, or just getting started, you’ll gain...
