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Courses

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This course is designed to provide advisors with a comprehensive understanding of compliancestandards, regulatory requirements, and ethical practic...
Intermediate
12 Lectures
Members only
Advisors
Members only
Client’s Presentation This course focuses on the powerful impact of asking clients about their top 5 objectives. Advisors will learn the psyc...
Intermediate
2 Lectures
Members only
Advisors
Members only
  Seguros de Vida  This video workshop focuses on teaching advisors how to effectively communicate the value and necessity of life insura...
Intermediate
2 Lectures
Members only
Advisors
Members only
This session teaches advisors how to generate and present Term Life Insurance quotes effectively. Learn the step-by-step process for creating accur...
Intermediate
5 Lectures
Members only