SALES CAMPAIGNS: MODULE V INTRODUCTION This module is designed to give you specific information about marketing selected Life insurance products. You'll find tha...

If you offer a policy review, your agency must be prepared to handle responses. The first 10 seconds of a phone call may be crucial in forming the caller's impression of your professionalism. Depending on the agency's system for routing incoming calls, we advise that Life calls be handled by Life staff. In emergency situations, enough information should be obtained on the first call to enable the Life producer to reach the caller again, even if communications are difficult; don't lose the caller!

THANK YOU FOR YOUR BUSINESS - SOLICITATION OF NEW BUSINESS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name), Perhaps we don't say it often enough, but we sinc...

TRAINING: MODULE III-C INTRODUCTION The following section covers both producer and CSR training. By going through this section, you will be able to take an inexpe...

UNIVERSAL LIFE INSURANCE: MODULE V-E OVERVIEW Universal Life was created in the early 1980s at a time when high interest rates prevailed. Although the high intere...

WHOLE LIFE INSURANCE: MODULE V-F THE PRODUCT Whole Life insurance, also referred to as 'ordinary' Life, is the oldest form of permanent Life insurance protectio...