Insurance Sales Training
Explore step-by-step training, tools, and resources to confidently present smart, simple insurance solutions to your clients.
WEEKLY TRAINING SCHEDULE
Your Week. Your Training. Your Next Level.
BASE SHOP BUILDER'S CALL
9am PST / 12pm EST
This call is focused on helping agents learn how they can recruit and build a profitable business
FFLBUILDERSCALL.COM
PLATINUM TEAM TRAINING
12pm PST / 3pm EST
NO WHY, NO BUY
PLATINUMDIALS.COM
MONDAY
PLATINUM TEAM TRAINING
12pm PST / 3pm EST
OBJECTION HANDLING
PLATINUMDIALS.COM
TUESDAY
PLATINUM TEAM TRAINING
12pm PST / 3pm EST
SCRIPT MASTERY
PLATINUMDIALS.COM
WEDNESDAY
SRS LIFT OFF
9am PST / 12pm EST
This call is focused on Simple Retirement Solutions training.
SRSLIFTOFF.COM
PLATINUM TEAM TRAINING
12pm PST / 3pm EST
CALL REVIEW
PLATINUMDIALS.COM
BUSINESS OVERVIEW MEETING
5pm PST / 8pm EST
Invite potential agents to this call to learn the breakdown of this business and get their
questions answered!
PLATINUMDIALS.COM
THURSDAY
MILLIONAIRE MAKER CALL WITH
SHAWN MEAIKE
9am PST / 12pm EST
Get business coaching directly from Family First Life's CEO: Shawn Meaike! You must have a subscription to get access to the zoom call.
SHAWNMEAIKETRAINING.COM
PFG AGENCY CALL
12pm PST / 3pm EST
PLATINUMDIALS.COM
FRIDAY
ANNUITY TRAINING
Learn step-by-step approaches to help agents confidently present annuities. Focused on uncovering clients’ retirement needs, simplifying product benefits, and guiding the conversation from interest to commitment.
GETTING STARTED WITH ANNUITIES
ANNUITIES 101
MOCK ANNUITY APPOINTMENT
PART 1
MOCK ANNUITY APPOINTMENT
PART 2
SOLVING THE TOP 2 NEEDS
OF YOUR CLIENT
EVERYTHING YOU NEED
TO KNOW ABOUT ANNUITIES
WHAT ARE
SIMPLE RETIREMENT SOLUTIONS
HOW TO SELL AN ANNUITY
THE UNUSUAL
ANNUITY SALES STRATEGY
TURNING A FINAL EXPENSE APPOINTMENT INTO AN ANNUITY ILLUSTRATION
CARRIER SPECIFIC TRAINING
UNDERSTANDING FIA'S WITH ATHENE
ATHENE ANNUITY PRODUCT BREAKDOWN
ANNUITY PRODUCT EXPLAINATION
AGILITY (7&10)
Protected Growth:
Any interest you earn is locked in and can’t be lost to future market downturns.
Guaranteed Retirement Paycheck:
Create a stream of income that may continue to grow throughout retirement.
Ability To Access Money:
Liquidity and income features help ensure you’re prepared in case you need access to funds.
*Offers income and death benefit rider, automatically, at no additional cost.
*Click for more info*
PROTECT (5&7)
Guaranteed Return of Premium:
Additional protection from unpredictable circumstances, which allows for return of premium, within contract paramoters. Benefit applies with additional charge.
Guaranteed Minimum Interest Credit:
Receive a guaranteed accumulated value at the end of your withdrawal charge period with our minimum interest credit feature.
Guaranteed Protection From Market Risk:
Your annuity's accumulated value will never decrease due to market performance.
*Click for more info*
ASCENT PRO (7&10)
Growth Potential:
Pursue growth based in part on the performance of an external market index.
Guaranteed Income:
A built-in feature, allows for creating a guaranteed income stream that can last through retirement.
Protection From Market Risk:
Your money is not directly exposed to the risk of the stock market or individual stocks.
*Offers a built-in rider that converts a portion of savings into a stream of income you can count on.
*Click for more info*
PERFORMANCE 7/10/15
Growth Retirement Savings:
A variety of interest crediting strategies help grow your money and protect you from market downturns.
Increased Flexibility:
Add an optional liquidity rider that provides access to your money if needed.
Earn A Premium Bonus:
Premium Bonus is credited at issue and immediately increases your annuity's accumulated value.
*Allows you to allocate your money among one or more of several interest crediting strategies.
*Click for more info*