SPF For Life Presents: Exclusive Life Insurance Training!

Click on the Session below to access the Training PowerPoint Presentation and Sales Materials.

Session #1: Life Insurance Overview

Session #2: Why Life Insurance?
- [Worksheet]

Session #3: Life Insurance for Supplemental Income

Session #4: Keys to Successful Life Insurance Sales
- [Little Book of Life Essentials]
- [Life Insurance Needs Analysis]
- [Where are your assets?]

Session #5: Life Insurance Policy Reviews
- [Financial Inventory Worksheet]
- [Consumer Request for In-Force Life Policy Illustration]
- [Insurance Types: Client Objectives]
- [Life Insurance Policy Evaluation]
- [Policy Review Worksheet]

Session #6: Life Insurance Overview: Client Underwriting
- [Life Insurance Proposal Fact Finder]
- [Formula and Guidelines for Financial Underwriting]
- [Generic Underwriting Criteria]

Session #7: Permanent Life Insurance Overview: Understanding Illustrations
- [Client Sample Illustration]
- [Term Comparison Sample]

Session #8: Life Insurance Overview: Application Process
- [New Business Transmittal]
- [Paramed Exams: Helpful Hints]
- [West Coast Life: Pre-Qualification Questionnaire]

Session #9: Asset Transfer Planning / Cap-Tran
- [Wealth Transfer and Estate Planning with Cap-Tran]

Session #10: Imeriti’s FundCollege Program
- [Education Funding - Account Types]
- [Education Tax Incentives]

Session #11: Pension Maximization
- [Factfinder for Pension Maximization Strategy Using Life Insurance]
- [Maximize Your Pension Income]
- [Pension illustration - sample]
- [Life Insurance illustration - sample]

Session #12: Business Continuation Planning