HOST is innovative learning and development designed to educate and empower home office employees and field staff.
What are the benefits to your organization?
Attract, develop and retain top talent in the home office and field.
Empower employees to understand the impact they have on the clients they serve.
Create efficiency through a scalable training system across the enterprise.
Enhance the value of your current propriety training resources for a fraction of the cost.
What is HOST?
500+ virtual microlearning modules designed to engage today’s modern learner.
Flexible options for customizing and integrating content within your learning management system.
Advanced reporting functionality to identify trends and increase accountability.
Available in multiple languages and closed captioned to align with ADA guidelines.
Why Invest in Your Home Office Employees and Field Staff?
We’ve developed digital learning and development resources to help educate the backbone of financial services organizations: employees and staff. Our content, designed for the home office and/or field, will help employees and staff understand the impact their roles have on the individuals, families and businesses they serve. This new knowledge will empower employees to grow professionally leading to greater retention and productivity which has become even more important in this new era of “The Great Resignation.”
Understanding Clients
& Their Needs
Generational Buying Differences
The Need for Life Insurance
Life Changes Series
What Happens When Someone Dies
Overview of College Planning
Understanding Special Needs
Financial Considerations of Divorce
Introduction to Insurance Products
& Principles
Role of Life Insurance
Understanding the Life Insurance Policy
Understanding Underwriting
Disability and Long-Term Care Insurance
Overview of Annuities
Contract Beneficiary Designation
Understanding Medicare
Overview of the Principles
of Investing
Basics of Investing
Investment Strategies
Mutual Funds
Investment Choices
Investment Analysis
Variable Annuities
Overview of Managed Money
Understanding Financial
Factors & Programs
The Life Insurance Industry
Personal Financial Series
Individual Taxation Series
Overview of Social Security
Focus on Social Security
Overview of Business, Estate
& Retirement Planning
Working with Business Owners
Different Business Structures
Managing Business Risks
Executive Benefit Plan
Estate Tax Planning
Planning Strategies for Retirement
Planning Strategies at Retirement
General Employee
& Staff Education
How to Give a Presentation
Time Management Success
Financial Literacy
Active Listening Skills
HOST Content Covers the Following Topics and More
Advanced Sales
Call Center Representatives
Broker Dealer Employees
And more!
Home Office Employees
Field Agency & Advisor Staff
Policy Owner Services
Underwriting Department
Marketing Department
Our Employee and Staff Education Content Is Designed To Be Used With the Following Types of Groups:
What Could a College Education Cost
What is a Variable Annuity?
What Factors are Evaluated During Life Underwriting
Overview of the Small Business Marketplace
Deciphering Your Paycheck
Overview of the Insurance Industry
Introduction to the Role of Life Insurance
Financial Risks That May Impact a Retirement Plan
Why Understanding Social Security Matters
Time Management Concepts and Practices
Just Some of Our Learning and Sample Development Content for Employees and Staff:
eLearning Knowledge Checks and Action Items for Performance Improvement
Ability to Easily Enroll Learners in Courses and Learning Paths
Reporting and Analytics for Greater Accountability Around Learning
On Demand Classroom Training Modules (virtual and in person)
Coaching Resources Including Guides, Assessments and Tutorial Videos
Skill Assessment to Identify Strengths and Areas of Development
Additional Tools and Resources
In addition to our digital content, we also provide turnkey training and coaching tools for managers including: