| WHEN |
ACTION |
| WEEK 1 |
Kick-off Webinar to explain the program and highlight the first three courses.
Agent listens to first HB Course.
Course 1 — Markets and Needs
|
| WEEK 2 |
Agent listens to second HB course.
Course 2 — Best Sales Practices: Preparing for the Client Presentation
|
| WEEK 2 |
Agent listens to third HB course.
Course 3 — The Client Presentation
|
| WEEK 3 |
Agent listens to fourth course.
Course 4 — Making the Sale: Successful Closing Techniques And Overcoming Sales Objections
|
| WEEK 4 |
Agent listens to fifth course.
Course 5 — Successful Field Underwriting And Preventing Declines
|
| WEEK 4 |
Webinar to discuss client presentations and Q & A. (For Courses 2, 3, 4 & 5) |
| WEEK 5 |
Agent listens to sixth course.
Course 6 — Executive Carve-out, Multi-life Scenarios and Advanced Sales
|
| WEEK 5 |
Agents listens to seventh course.
Course 7 — Understanding Group And Multi-Life Long Term Care Insurance Sales
|
| WEEK 6 |
Agent listens to eighth course.
Course 8 — The Best Of the Best: Client Presentations That Work!
|
| WEEK 6 |
Webinar about Multi-life / Group LTCI
(Courses 6 and 7)
GRADUATION
|
