LeadCENTER Agent Training
LeadCENTER is your one-stop-shop for high quality health and life leads! In this webinar, we will review how to order leads, set-up real-time campaigns and how to manage your leads.
LeadCENTER is your one-stop-shop for high quality health and life leads! In this webinar, we will review how to order leads, set-up real-time campaigns and how to manage your leads.
In this webinar, we will demonstrate how to complete a Scope of Appointment, Quote Medicare Advantage plans and take an enrollment. We will discuss how to quote Medicare Supplements and ancillary products in CSG APP.
Agenda: - Welcome and introductions - Product overview - Q&A
--Why Wealthy Clients Should Transfer the Risk --What is the Risk? --Should I Transfer the Risk? --Estate Planning Advantages --Tax Favorability --Which Product do I Utilize—Traditional LTC or Life/Rider --Q & A
Agenda: - Welcome and introductions - Product overview - Q&A
Agenda: - Welcome and introductions - Product overview - Featuring new enhanced benefits - Sales Tools and Resources - Q&A
Join me to learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum!
Agenda: - Welcome and introductions - Product overview - New enhanced benefits - Q&A
Agenda: - Welcome and introductions - Product overview - SSI Sales Tools & Resources - Q&A
Agenda: - Introduction - Tutorial on AQE & how to quote products - Ancillary Plan focus - Q&A
Agenda: - Welcome and introductions - Agent website overview - Q&A