
How to Use the Initial Training Roadmap
Section 1: Networking & Prospecting
Section 2: Telephoning & Practice Management
Section 3: Factfinding & Life Insurance
Section 4: Closing, Sales Psychology & Client Building
Section 5: Practice Management & Motivation
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Y01 M01 – Prospecting 101
Y01 M02 - Telephoning 101 and Phone Buddy
Y01 M03 - Factfinding 101
Y01 M04 - Closing 101
Y01 M05 - Life Insurance 101
Y01 M06 - Activity Management 101
Y01 M07 - Mental Toughness: Managing Rejection & Adversity 101
Y01 M08 - Prospecting 201
Y01 M09 - Telephoning 201
Y01 M10 - Factfinding 201
Y01 M11 - Closing 201
Y01 M12 - Life Insurance 201
Y02 M01 - Activity Management 201
Y02 M02 - Mental Toughness: Managing Rejection & Adversity 201
Y02 M03 - Prospecting 301
Y02 M04 - Telephoning 301 and Phone Buddy
Y02 M05 - Factfinding 301
Y02 M06 - Closing 301
Y02 M07 - Life Insurance 301
Y02 M08 - Activity Management 301
Y02 M09 - Connecting with the Power of Your Why
Y02 M10 - Social Media 101
Y02 M11 - Time Management 101
Y02 M12 - Psychological Sales Triggers
Y03 M01 - Prospecting 401
Y03 M02 - Telephoning in Today's Environment and Phone Buddy
Y03 M03 - Factfinding 401
Y03 M04 - Closing Conviction: Emotions are Caught, Not Taught
Y03 M05 - Activity Management 401
Y03 M06 - Permanent Life Insurance Sales Concepts
Y03 M07 - The Joe Jordan Series
Y03 M08 - COI Development 101
Y03 M09 - Life Insurance 401
Y03 M10 - Leveraging Technology for Business Development
Y03 M11 - Retirement Planning 201
Y03 M12 - The Art of High Performance
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