Enroll in Our Life Insurance Sales Training Program

If you are a seasoned insurance agent, the training program can still help you learn another insurance product, enhance your selling process, and give you new ideas, tips, and strategies. Yes, this program was designed with YOU in mind as well.

If you are new to insurance, this program is designed to help you understand the basics, develop a sales process, market, sell yourself, and write business. Yes, this program was designed with YOU in mind.

Yes, because Life insurance is for a specific market that needs help preparing for unplanned events!

If you are self-disciplined, organized, and committed to servicing your policyholders, you will build your business and help others at the same time!

The first step is to become a life licensed insurance agent in your resident state. We do provide discounts for customers on pre-licensing and continuing education courses. We encourage you to find out the specific details from your department in your state (we also go over how to become licensed in the training.)

Yes, most Life insurance carriers will allow you to sell over the phone and have electronic application processes. It is considered harder to do than Face to Face sales.

Note: You can even make your phone calls more personable with video conferencing software.

All you have to do is click the enroll button below, sign up, pay, and you will be given access!

Once you have your Life license, you will want to research for a suitable Insurance Marketing Organization (IMO) that fits your needs. For example, TR King Insurance Marketing.

At a minimum, we recommend saving up $500 for your very first marketing effort (buying leads, etc).

Our suggestion is to have $5,400 set aside for the first 3 months for numerous start-up expenses. With more than half ($2,700) for marketing (buying leads, etc).

Yes, we strongly recommend that you do. How can you possibly measure success of your business long term without a plan?

A strategically developed business and marketing plan begins with realistic goals, financial planning, and actions to achieve your desired results.

You will need the following:

• Access to internet via mobile, tablet, or desktop.
• The ability to follow directions, a desire to learn, and self-discipline.

We recommend having something to take notes or write down questions. You will have access to live chat so you can ask questions as they come to you as well.

You'll need the following things to make sales:

• A customer relationship management system (CRM).
• A life insurance quote engine - Free quoting tools provided with purchase of training program.
• Product knowledge and training - training and support provided with purchase of training program.
• A vehicle to go to appointments, an office (for appointments to come to you), or a phone.
• Insurance company appointments through a reputable upline.
• The ability to handle rejection and a drive to succeed.

Here is a short list of the vital software to start:

• A life insurance quoting tool (comes with purchase of training program).
• A customer relationship management system (CRM).
• A laptop and a cellphone or a softphone service such as RingCentral.
• A more extensive list of software will be provided for paying customers supporting the site under the discount library.

You can call, use the live chat, or set up an appointment with staff members to help you narrow this down as a paying customer. Our staff members will narrow the companies you need by zip code. We will make sure the companies are competitive for your desired work area, customer-centric, and known for good agent support. Having the right carriers is crucial for your success.

Some life insurance carriers may not require E&O insurance coverage. However, we highly recommend having your own E&O coverage and we offer a discounted E&O program to our customers to help offset the costs.

No, you don't. However, we do advise to have at least a one-page website that helps build your credibility and gives you a place to generate leads.

As the need for a digital presence grows, insurance agents will need to be prepared to obtain and service clients in this fashion.

We do not provide leads or have lead programs. Instead, we offer an array of discounts from trusted and vetted lead vendors in the industry with your purchase.

It is essential that you be set up with the right insurance carriers and get the attention you need. Insurance carriers will not tell you if a competitor is better than them. An IMO can narrow it down to your specific area, increase your sales, and go to bat for you when a problem arises with a carrier.

We offer several discounts and trusted resources for our customers to use to keep your operating costs down. The training program will pay for itself. We continuously add and remove resources based on their relevance.

Yes. You can get one-on-one coaching sessions by going to your member dashboard once you sign up.