Course unlocks at Level 1
Medicare 101
We're going to be getting into the foundations of Medicare. But to answer a question, you might have first...
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Course unlocks at Level 2
Life Insurance 101
What is Life Insurance
Why Do Your Prospects Need Coverage (The Selling Points)
A Overview of the Life Insurance Options Available To Your Prospect
Types of Underwriting for Life Insurance
Understanding Risk Classes
Understanding Table Ratings
Term Life Insurance In Depth
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Course unlocks at Level 3
Marketing and Lead Generation Basics
Marketing and Lead Generation Basics... coming soon!
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Course unlocks at Level 3
Best Practices To Retain and Get Referrals
Best Practices To Retain and Get Referrals... coming soon!
Asking For Referrals
Sending Thank You Cards, Why and How?
Make A Simple Automated Email
Send A Yearly Newsletter and Why It’s A Good Idea
Call The Client (When Approved, Birthdays, and Policy Anniversary)
Future Plans for Best Practices To Retain and Get Referrals
What’s Next: Start Reality Check: Time to Start
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