Training

 

Agents Insurance Services of America is committed to provide on-going training to assist the agents and their staff in being successful and helping to find the best products and results that their clients. We have excellent resources available, including the life insurance company trainers and representatives. We will have educational sessions with underwriting professionals that will help you help your clients get the best underwriting offers. It is important for us to help you identify and to successfully market to the different life insurance marketplaces that are available – see the pictures on our home page. Educational programs will be available for each marketplace.

We will have educational videos on the website, valuable blogging information on relevant topics, monthly webinars by company trainers, on-site training, ” lunch and learn” programs and more!

 

Some Topics that will be discussed in the next several months

 Products

  • Competitive Life Insurance Products of the companies
  • Index UL plans – how to get the best “real” results
  • Not all term plans are the same.
  • Understanding Living Benefits
  • How clients of P&C agents can benefit from life insurance

Marketplaces

  • High Net Worth
  • Business Owners and Medical Professionals
  • Working with Center of Influences – CPAs
  • Middle Market
  • Special Needs Families
  • Seniors and Retirement Planning

Underwriting

  • Underwriting Myths
  • Setting proper expectations for your clients
  • Getting the best results on the insurance exams
  • Faulty information on the doctors reports
  • Does it make sense – Financial Underwriting