PFA

Know the promises we make to clients by taking a walk through the life insurance contract. You will learn how to highlight the value of the...

Understand what your underwriters are looking for as they review your case. Become a better field underwriter by knowing these important tips. Bring your questions for...

Annuities are perfect for saving for retirement. They are even better if a prospect is uninsurable. Join us to learn all about the FIT annuity products...

Use your tools to show your clients our retirement solutions. We will focus on using the illustration system to help you further understand the products.

Learn how to design your case illustrations. How do you re-illustrate when your client isn't offered what you originally quoted? Learn how to change the illustration...

Learn how to design your case illustrations. How do you re-illustrate when your client isn't offered what you originally quoted? Learn how to change the illustration...

Learn how to complete an annuity transfer correctly and understand the NY Reg 60. How to reduce follow-up questions and forms. Get your case issued faster.

Learn how to run an inforce illustration. After the policy is inforce. See how to show the client the values in a policy after we receive...

Understand what your underwriters are looking for as they review your case. Become a better field underwriter by knowing these important tips. Bring your questions for...

Basics of how annuity works and how to approach your clients. Use your tools to show your clients our retirement solutions. We will focus on using...