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NAIFA’s Performance + Purpose Conference set to redefine the lines

The virtual event, Aug. 17-19, will focus on professional development for financial services professionals and will offer interaction and networking with other attendees and industry thought leaders.

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2021 Med Supp Summit Rescheduled as Live Event

AAMSI moves dates for national event in Chicago from April to September.

MDRT launches separate, digital association: ‘MDRT Academy’

Created to help financial pros increase production to MDRT qualification levels, new association’s resources are 100% digital

NAIFA Virtual Performance + Purpose Conference set for Oct. 6-8

The online conference will focus on delivering content-rich education and peer-to-peer interaction.

AALU, GAMA are now called ‘Finseca’

Financial security professionals launch new organization to “help more Americans build and protect their financial future.”

2021 MDRT Executive Committee aims to support and drive industry

Led by incoming President Ian Green, leadership team aims to empower members and their clients to come out ahead of the global crisis.

Generating referrals: How to get introduced in a virtual world

Referral coach Bill Cates shares how you can secure a good introduction working in this virtual business environment (and beyond): An email introduction.

InsureTech Connect changes name to ITC Global, announces innovative digital event experience

Registration is now open for ITC Global, the world’s largest gathering on insurance innovation and digital transformation.

What to look for (and stay away from) in carrier options when selling Final...

Insurance Forums member David Duford shares four key tips for anyone making the transition from face-to-face final expense sales to telesales.

Getting back to growth: A 3-phase approach

Referral coach Bill Cates says this is the time to show people what you’re made of. You don’t need to have all the answers. You just need to be willing to have all of the conversations.

What prospects want to know about agents before they buy

It’s second nature for agents to size up prospects. It’s part of their DNA; they do it without thinking. But prospects do it, too, trying to figure out if this is someone they want to do business with.

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