Universal Life/Whole Life Training?

Aug 15, 2008

  1. Mac1958
    Offline

    Mac1958 Guru

    Posts:
    260
    Likes Received:
    3
    Can anyone recommend a source for good training on selling Universal Life and Whole Life? It can be a book, a program, a Powerpoint, whatever. Something that covers term vs. permanent, cash value growth, tax advantages, estate planning, accessibility, flexibility, overcoming objections, etc.

    Along those lines, does anyone have an opinion on Athena Ghion's How to Succeed Selling Life Insurance In Spite of Being a Nice Person? She has a complete program that sells for $90 to $150.

    Thanks!
     
    Mac1958, Aug 15, 2008
    #1
  2. Mac1958
    Offline

    Mac1958 Guru

    Posts:
    260
    Likes Received:
    3
    Wow, no responses! Either:

    a. No one knows of any good life insurance training resources, or

    b. They do, but they're not telling!

    ;)
     
    Mac1958, Aug 17, 2008
    #2
  3. HomeService
    Offline

    HomeService Guru

    Posts:
    2,063
    Likes Received:
    36
    State:
    Texas
    I got all my training from captive companies that I worked for. Going out in the field, classroom training, school of hard knocks , so on.
     
  4. AZScaturro
    Offline

    AZScaturro New Member

    Posts:
    2
    Likes Received:
    0
    google "universal life vs. whole life" 1st 2 links are good.

    not ppt but still some good resources
     
  5. Mr. Bill
    Offline

    Mr. Bill Guru

    Posts:
    2,045
    Likes Received:
    9
    Mr. Bill, Aug 29, 2008
    #5
  6. mickeyma
    Offline

    mickeyma Guru

    Posts:
    457
    Likes Received:
    49
    State:
    California
    Try Insurance Pro Shop (Lew Nason). You can subscribe to his newsletter for free and then look into his selling systems for life insurance, annuities, mortgage protection and seminars. I bought an annuity course from them and was very happy with it. I like his newsletters, too.
     
    mickeyma, Aug 29, 2008
    #6
  7. xosephchu
    Offline

    xosephchu Expert

    Posts:
    42
    Likes Received:
    1
    Universal Life is a financial solution to address the protection and retirement needs of customers.

    The sales approach is first to find out if the prospect is concerned with protection and retirement needs and the amounts needed for protection and retirement.

    After which only the agent presents Universal Life as a solution.

    Universal Life should not be recommended before knowing what the prospect wants.

    The beauty of Universal Life is its flexibility. The flexibility in terms of protection amount and premium payment can help customers handle changes in their future financial situations with ease.

    I have some impactful and useful scripts that an agent can use to make the customer be aware of the importance of retirement. You can find the script in my ebook My Mother is a Liar by visiting my website
     
  8. Cornelius
    Offline

    Cornelius Guru

    Posts:
    1,410
    Likes Received:
    16
    You can try the National underwriter

    www (dot) nationalunderwriterstore (dot) com / Training (dot) aspx

    Hope it's what your looking for..
     
  9. Mac1958
    Offline

    Mac1958 Guru

    Posts:
    260
    Likes Received:
    3
    Thanks folks, good stuff, I'll check it out.
     
    Mac1958, Sep 1, 2008
    #9
  10. R. Paul Aguirre
    Offline

    R. Paul Aguirre Super Genius

    Posts:
    147
    Likes Received:
    0
    State:
    California
    Yeah sorry being that I work for a GA we get all of our training direct from carriers via in-house and webinars.
     
Loading...