Course curriculum

  • 1

    5. CLIENT RELATIONS

    • Professionalism

    • Keep It Simple

    • Closer Mentality

    • 3 Basic Types of Client Appointments

    • Client in Private Sector

    • Client in Public Sector

    • Set Yourself Apart From the Masses

    • Building the "YES" Momentum

    • All About the Questions

    • Equipping Yourself

    • Aim High

    • QS CLIENT RELATIONS QUIZ
  • 2

    6. OPERATIONS

    • After the Close

    • Client In-Take Forms

    • Run Quotes & Illustrations

    • E-App - Prep

    • IGO iPipeline (E-App)

    • Firelight (E-App) - For Most Annuity Apps

    • SLD Underwriting Form

    • Thank Your Client

    • Know How Much You Get Paid

    • Check the Checklist

    • Paramed vs. Phone Interviews Approval

    • When to Call Carrier w/ Client

    • Policy Delivery

    • Cash Flow & Promotions

    • QS OPERATIONS QUIZ